HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ
Backtest results
Metrics
1Y · since Oct 2025HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ | |
|---|---|
| Total Return | +7.16% |
| CAGR | +7.22% |
| Sharpe | 0.42 |
| Calmar | 0.55 |
| Max DD | -13.17% |
| Volatility | 23.57% |
| Win Rate | 54.2% |
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 risk-aware, the strategy mainly holds leveraged equity funds (TQQQ, TMF) and a downside-hedged ETF (PHDG) when Treasury prices are above their 150-day average. When Treasuries fall below short-term averages it switches to short-term bond and Dow-leveraged funds (TMV, UDOW) to protect against downturns, while still monitoring recent performance to pick the strongest performer.
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 with TQQQ?
Dynamic and risk-aware, the strategy mainly holds leveraged equity funds (TQQQ, TMF) and a downside-hedged ETF (PHDG) when Treasury prices are above their 150-day average. When Treasuries fall below short-term averages it switches to short-term bond and Dow-leveraged funds (TMV, UDOW) to protect against downturns, while still monitoring recent performance to pick the strongest performer.
What is HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ holding today?
As of Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ allocates to BRK.B 100%.
How has HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ returned +7.6% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ in a hypothetical backtest was -13.2%.
How do I use HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ?
Open HEDGED & LEVERAGED - BONDS & STOCKS - V4b Replace UPRO with TQQQ 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.