Dividends 30/70, w Black Swan
Backtest results
Metrics
1Y · since Oct 2025Dividends 30/70, w Black Swan | |
|---|---|
| Total Return | +38.80% |
| CAGR | +39.17% |
| Sharpe | 1.90 |
| Calmar | 4.99 |
| Max DD | -7.85% |
| Volatility | 18.37% |
| Win Rate | 53.4% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and defensive, the strategy mainly holds leveraged tech funds (SPXL, TQQQ, SOXL) when their short-term RSI is below 30, signaling a dip. When VIX momentum rises or any leveraged fund hits an RSI over 80, it switches to a VIX play (UVXY) or a safe treasury (BIL) to protect against volatility spikes, while otherwise keeping a balanced mix of dividend and core equity funds (SCHD, DGRO, DBMF).
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Dividends 30/70, w Black Swan ?
Dynamic and defensive, the strategy mainly holds leveraged tech funds (SPXL, TQQQ, SOXL) when their short-term RSI is below 30, signaling a dip. When VIX momentum rises or any leveraged fund hits an RSI over 80, it switches to a VIX play (UVXY) or a safe treasury (BIL) to protect against volatility spikes, while otherwise keeping a balanced mix of dividend and core equity funds (SCHD, DGRO, DBMF).
What is Dividends 30/70, w Black Swan holding today?
As of Oct 30, 2026, Dividends 30/70, w Black Swan allocates to CII 70%, DBMF 10%, DGRO 10%, SCHD 10%.
How has Dividends 30/70, w Black Swan performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Dividends 30/70, w Black Swan returned +39.9% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Dividends 30/70, w Black Swan ?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Dividends 30/70, w Black Swan in a hypothetical backtest was -7.9%.
How do I use Dividends 30/70, w Black Swan ?
Open Dividends 30/70, w Black Swan 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.