90/10 UNH+COST/QQQ+SMH
Backtest results
Metrics
1Y · since Oct 202590/10 UNH+COST/QQQ+SMH | |
|---|---|
| Total Return | +20.73% |
| CAGR | +20.92% |
| Sharpe | 1.09 |
| Calmar | 1.61 |
| Max DD | -12.98% |
| Volatility | 19.13% |
| Win Rate | 52.6% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A steady blend of four holdings: the health-care giant UnitedHealth (UNH), the retail powerhouse Costco (COST), the Nasdaq-focused Invesco QQQ (QQQ) and the semiconductor specialist SMH. The portfolio stays fixed, rebalancing only periodically to maintain its set mix, offering a simple, diversified exposure to large-cap U.S. equities.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is 90/10 UNH+COST/QQQ+SMH?
A steady blend of four holdings: the health-care giant UnitedHealth (UNH), the retail powerhouse Costco (COST), the Nasdaq-focused Invesco QQQ (QQQ) and the semiconductor specialist SMH. The portfolio stays fixed, rebalancing only periodically to maintain its set mix, offering a simple, diversified exposure to large-cap U.S. equities.
What is 90/10 UNH+COST/QQQ+SMH holding today?
As of Oct 30, 2026, 90/10 UNH+COST/QQQ+SMH allocates to COST 45%, UNH 45%, QQQ 5%, SMH 5%.
How has 90/10 UNH+COST/QQQ+SMH performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, 90/10 UNH+COST/QQQ+SMH returned +19.6% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of 90/10 UNH+COST/QQQ+SMH?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of 90/10 UNH+COST/QQQ+SMH in a hypothetical backtest was -13%.
How do I use 90/10 UNH+COST/QQQ+SMH?
Open 90/10 UNH+COST/QQQ+SMH in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.