HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL
Backtest results
Metrics
1Y · since Oct 2025HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL | |
|---|---|
| Total Return | +2.82% |
| CAGR | +2.84% |
| Sharpe | 0.25 |
| Calmar | 0.15 |
| Max DD | -18.65% |
| Volatility | 34.12% |
| Win Rate | 51.8% |
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 risk-aware, the strategy mainly holds a mix of leveraged tech and semiconductor funds - tech_nasdaq_focus (TECL, TQQQ, SOXL) and TMF - when the Treasury (TLT) and the S&P 500 (SPY) are both trending upward. It switches to defensive bonds (TLT, BIL) or inverse equity (TMV, UDOW) when Treasury prices fall or the S&P 500 is not above its 200-day average, protecting the portfolio from downside moves.
Current allocation
What the rules select as of Oct 30, 2026.
- BRK.B100%
BERKSHIRE HATHAWAY Class B
Frequently asked questions
What is HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL?
Dynamic and risk-aware, the strategy mainly holds a mix of leveraged tech and semiconductor funds - tech_nasdaq_focus (TECL, TQQQ, SOXL) and TMF - when the Treasury (TLT) and the S&P 500 (SPY) are both trending upward. It switches to defensive bonds (TLT, BIL) or inverse equity (TMV, UDOW) when Treasury prices fall or the S&P 500 is not above its 200-day average, protecting the portfolio from downside moves.
What is HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL holding today?
As of Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL allocates to BRK.B 100%.
How has HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL returned +3.8% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL in a hypothetical backtest was -18.6%.
How do I use HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL?
Open HEDGED & LEVERAGED - BONDS & STOCKS - V2.1.1 - BT 12-6-2012 Replace UPRO with TECL, TQQQ, and SOXL 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.