[Follow] Dumb Money
Backtest results
Metrics
1Y · since Oct 2025[Follow] Dumb Money | |
|---|---|
| Total Return | +16.46% |
| CAGR | +16.60% |
| Sharpe | 1.34 |
| Calmar | 1.70 |
| Max DD | -9.76% |
| Volatility | 12.10% |
| Win Rate | 54.6% |
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-hand portfolio holds a fixed mix of broad-market equity (VOO), technology exposure (VGT), a consumer staple (COST), a health-care leader (UNH), a short-term Treasury (BIL) and a market-neutral hedge (BTAL). It also allocates a small, balanced portion to a leveraged tech play (TECL) and its inverse counterpart (PSQ) to keep the overall risk profile in check.
Current allocation
What the rules select as of Oct 30, 2026.
- VGT25%
Vanguard Information Technology ETF
- VOO25%
Vanguard S&P 500 ETF
- COST15%
Costco Wholesale Corporation Common Stock
- UNH15%
UNITEDHEALTH GROUP INCORPORATED (Delaware)
- BIL7.5%
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
- BTAL7.5%
AGF U.S. Market Neutral Anti-Beta Fund
- TECL4%
Direxion Daily Technology Bull 3x ETF
- PSQ1%
ProShares Short QQQ
Frequently asked questions
What is [Follow] Dumb Money?
A steady-hand portfolio holds a fixed mix of broad-market equity (VOO), technology exposure (VGT), a consumer staple (COST), a health-care leader (UNH), a short-term Treasury (BIL) and a market-neutral hedge (BTAL). It also allocates a small, balanced portion to a leveraged tech play (TECL) and its inverse counterpart (PSQ) to keep the overall risk profile in check.
What is [Follow] Dumb Money holding today?
As of Oct 30, 2026, [Follow] Dumb Money allocates to VGT 25%, VOO 25%, COST 15%, UNH 15%, BIL 7.5%, BTAL 7.5%, TECL 4%, PSQ 1%.
How has [Follow] Dumb Money performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, [Follow] Dumb Money returned +16.4% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of [Follow] Dumb Money?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of [Follow] Dumb Money in a hypothetical backtest was -9.8%.
How do I use [Follow] Dumb Money?
Open [Follow] Dumb Money 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.