HEDGED & LEVERAGED - BONDS & STOCKS - V4
Backtest results
Metrics
1Y · since Oct 2025HEDGED & LEVERAGED - BONDS & STOCKS - V4 | |
|---|---|
| Total Return | +6.75% |
| CAGR | +6.80% |
| Sharpe | 0.41 |
| Calmar | 0.52 |
| Max DD | -13.17% |
| Volatility | 22.28% |
| Win Rate | 52.2% |
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 disciplined, the strategy keeps a balanced mix of leveraged equity funds - such as leveraged S&P 500 (UPRO) and leveraged 20-year Treasury (TMF) - and a volatility hedge (PHDG) when the 20-year Treasury (TLT) trades above its 150-day average. When TLT falls below its 23-day average it pivots to short-term Treasury (TBT) and short-dow (DDM) or inverse 20-year Treasury (TMV) to protect against downside, switching only on clear trend signals.
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 - V4?
Dynamic and disciplined, the strategy keeps a balanced mix of leveraged equity funds - such as leveraged S&P 500 (UPRO) and leveraged 20-year Treasury (TMF) - and a volatility hedge (PHDG) when the 20-year Treasury (TLT) trades above its 150-day average. When TLT falls below its 23-day average it pivots to short-term Treasury (TBT) and short-dow (DDM) or inverse 20-year Treasury (TMV) to protect against downside, switching only on clear trend signals.
What is HEDGED & LEVERAGED - BONDS & STOCKS - V4 holding today?
As of Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4 allocates to BRK.B 100%.
How has HEDGED & LEVERAGED - BONDS & STOCKS - V4 performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4 returned +6.7% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of HEDGED & LEVERAGED - BONDS & STOCKS - V4?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of HEDGED & LEVERAGED - BONDS & STOCKS - V4 in a hypothetical backtest was -13.2%.
How do I use HEDGED & LEVERAGED - BONDS & STOCKS - V4?
Open HEDGED & LEVERAGED - BONDS & STOCKS - V4 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.