Wakanda Forever Fund | BT 03-20-2015
Today’s Change (Jan 19, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A daily, rules‑based “go fast or hide” strategy. It rides strong tech uptrends with 3x funds (TQQQ/TECL/SOXL/SPXL) and quickly flips to hedges (UVXY/VIX, Treasuries, cash‑like T‑Bills, USD, gold, dividend/defensive ETFs) when fear or rate signals turn.
Each day it asks: are stocks (especially tech) heating up or cooling off, did prices just jump or plunge, is fear rising, and are bonds trending up or down?
If trends look healthy and fear is falling, it buys high‑octane tech/semis/S&P funds (e.g., TQQQ, TECL, SOXL, SPXL).
If risk spikes (big drops, very “hot” readings, rising fear), it shifts to hedges: volatility (UVXY/VIXY/VIXM), Treasuries (TMF/TMV/TLT), cash‑like T‑Bills (BIL), the U.S. dollar (USDU/UUP), gold (GLD), or defensive/dividend funds (SCHD, DGRO, XLP/XLU).
Out-of-sample annualized return ~35.92% vs SPY ~16.9%; Sharpe 1.14 vs 0.94; Calmar 1.85. This momentum/tech-rotation strategy aims for stronger upside with disciplined hedging, improving risk-adjusted returns versus the S&P.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 1.28 | 0.52 | 0.06 | 0.24 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 294.11% | 13.53% | 2.19% | 5.01% | 0.8 | |
| 102,866,192.27% | 259.92% | -0.24% | -0.58% | 3.56 |
Initial Investment
$10,000.00
Final Value
$10,286,629,226.66Regulatory Fees
$31,503,533.42
Total Slippage
$226,534,509.99
Invest in this strategy
OOS Start Date
Oct 26, 2024
Trading Setting
Daily
Type
Stocks
Category
Tactical asset allocation, leveraged etfs, tech momentum, volatility hedging, risk-on/off switching, treasuries, usd/gold
Tickers in this symphonyThis symphony trades 100 assets in total
Ticker
Type
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
Stocks
CURE
Direxion Daily Healthcare Bull 3X Shares
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
DGRO
iShares Core Dividend Growth ETF
Stocks
DRN
Direxion Daily Real Estate Bull 3X Shares
Stocks