V1a WAM FTLT + TQQQ or Not | Mashup - K-1 Free
Today’s Change (Jan 20, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A daily, rules-based swing trader. It chases uptrends with leveraged tech/semis, buys deep dips, and hedges or shorts when markets look overheated, weak, or crashy—using bond-vs-stock strength and volatility cues. K‑1‑free (uses VXX).
Each day it asks:
- Is the market overheated? If yes (RSI very high), hold VXX (volatility hedge). RSI is a 0–100 speed-of-move score; high=overheated, low=washed out.
- Is it washed out? If yes (RSI very low), buy a triple‑speed index fund (SOXL or UPRO) for a rebound.
- Is it a mini-crash? If TQQQ fell ~13% in 6 days, use a special playbook: fade big one‑day spikes (SOXS) or buy semis on deep dips (SOXL); else hedge (PSQ).
- Otherwise (normal): If QQQ trends up, buy TQQQ; if bonds look stronger than stocks or drawdowns spike, hedge with PSQ.
- An add‑on picker often chooses one ETF (bull or bear) by buying the recent laggard for a short‑term bounce.
Out-of-sample return ~21.15% vs S&P 21.83%, with alpha ~0.03%. A daily, rules-based tilt to tech/semis, plus a volatility hedge (VXX) and bond-vs-stock checks. Designed to chase upside while offering structured risk controls and K-1 free reporting.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 1.84 | 0.57 | 0.03 | 0.16 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 180.76% | 13.81% | 2.19% | 5.01% | 0.76 | |
| 73,874,629.93% | 443.73% | 5.55% | 5.14% | 2.83 |
Initial Investment
$10,000.00
Final Value
$7,387,472,992.84Regulatory Fees
$21,243,274.12
Total Slippage
$152,787,388.83
Invest in this strategy
OOS Start Date
Dec 14, 2023
Trading Setting
Daily
Type
Stocks
Category
Leveraged etfs, tactical asset allocation, trend + mean reversion, risk-on/risk-off, volatility hedge, daily rebalanced
Tickers in this symphonyThis symphony trades 24 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
DRV
Direxion Daily Real Estate Bear 3X Shares
Stocks
EDC
Direxion Daily Emerging Markets Bull 3X Shares, Shares of beneficial interest, no par value
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
IWM
iShares Russell 2000 ETF
Stocks
LABD
Direxion Daily S&P Biotech Bear 3X Shares
Stocks
LABU
Direxion Daily S&P Biotech Bull 3X Shares
Stocks
PSQ
ProShares Short QQQ
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SH
ProShares Short S&P500
Stocks