wash sale seasoning
Today’s Change (Apr 20, 2026)
—
A symphony is an automated trading strategy — Learn more about symphonies here
About
A daily, rules‑based rotation: buy the hardest‑hit tech/growth ETFs when semiconductors are washed out; otherwise follow trend—own growth when the S&P 500 is rising, and park in T‑Bills when the market is hot or weak.
Each day:
- RSI = a short‑term heat gauge: under 30 = unusually sold off; over 70 = very hot.
1) If a chips fund (SMH) is washed out (10‑day RSI < 30), buy the two weakest recent performers among: SSO (2x S&P 500), ONEQ (Nasdaq), FTEC (Tech), SMH (Chips), IVW (S&P Growth) and split most of the portfolio between them.
2) Otherwise, if the market (SPY) is very hot (10‑day RSI > 70), sit in BIL (T‑Bills).
3) Otherwise, if the S&P 500 (VOO) is in a long‑term uptrend (price > 200‑day average), hold VUG (US Growth). If not, hold BIL.
An intelligent satellite to the S&P 500: a rules-based growth/tech tilt with a built-in risk hedge. It shifts to risk-off in hot markets and back to growth in uptrends, delivering diversification and disciplined risk control beyond pure equity exposure.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.08 | 0.66 | 0.47 | 0.68 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 402.5% | 13.89% | 6.16% | 5.09% | 0.84 | |
| 628.9% | 17.35% | 3.58% | 0.08% | 1.05 |
Initial Investment
$10,000.00
Final Value
$72,889.84Regulatory Fees
$361.91
Total Slippage
$2,416.82
Invest in this strategy
OOS Start Date
Dec 31, 2024
Trading Setting
Daily
Type
Stocks
Category
Tactical etf rotation, mean‑reversion, trend‑following, risk‑on/risk‑off, tech & semiconductors tilt, growth bias, cash/t‑bills, daily rebalancing
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
FTEC
Fidelity MSCI Information Technology Index ETF
Stocks
IVW
iShares S&P 500 Growth ETF
Stocks
ONEQ
Fidelity Nasdaq Composite Index ETF
Stocks
SMH
VanEck Semiconductor ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SSO
ProShares Ultra S&P500
Stocks
VOO
Vanguard S&P 500 ETF
Stocks
VUG
Vanguard Growth ETF
Stocks