HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ
Backtest results
Metrics
1Y · since Oct 2025HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ | |
|---|---|
| Total Return | +7.38% |
| CAGR | +7.44% |
| Sharpe | 0.52 |
| Calmar | 0.82 |
| Max DD | -9.02% |
| Volatility | 16.34% |
| 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
Dynamic and risk-aware, the strategy mainly holds leveraged equity funds such as leveraged Nasdaq (TQQQ) and leveraged S&P 500 (TMF) when the 20-year Treasury (TLT) is above its 150-day average, indicating a risk-on market. When TLT falls below its 23-day average it switches to short-bond (TBF) or short-stock (TMV) pairs, protecting against a downturn. The portfolio also selects the best recent performer among a small set of alternatives, ensuring it stays in the strongest position at any time.
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 - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ?
Dynamic and risk-aware, the strategy mainly holds leveraged equity funds such as leveraged Nasdaq (TQQQ) and leveraged S&P 500 (TMF) when the 20-year Treasury (TLT) is above its 150-day average, indicating a risk-on market. When TLT falls below its 23-day average it switches to short-bond (TBF) or short-stock (TMV) pairs, protecting against a downturn. The portfolio also selects the best recent performer among a small set of alternatives, ensuring it stays in the strongest position at any time.
What is HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ holding today?
As of Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ allocates to BRK.B 100%.
How has HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ returned +7.7% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ in a hypothetical backtest was -9%.
How do I use HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ?
Open HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO, SSO, & SPY with TQQQ, QLD, & QQQ 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.