HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL
Backtest results
Metrics
1Y · since Oct 2025HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL | |
|---|---|
| Total Return | +29.87% |
| CAGR | +30.14% |
| Sharpe | 0.99 |
| Calmar | 1.99 |
| Max DD | -15.16% |
| Volatility | 31.71% |
| Win Rate | 56.6% |
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 disciplined, the strategy mainly holds leveraged semiconductor (SOXL), leveraged Treasury (TMF) and downside-hedged S&P 500 (PHDG) when Treasury prices are above a long-term trend. It switches to inverse Treasury (TMV) and Dow (UDOW) when Treasuries fall below a short-term average, and otherwise picks the single best performer among leveraged, inverse, broad-market and defensive assets, protecting itself by moving out of risk-on holdings when Treasury prices turn weak.
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 - V4c Replace UPRO with SOXL?
Dynamic and disciplined, the strategy mainly holds leveraged semiconductor (SOXL), leveraged Treasury (TMF) and downside-hedged S&P 500 (PHDG) when Treasury prices are above a long-term trend. It switches to inverse Treasury (TMV) and Dow (UDOW) when Treasuries fall below a short-term average, and otherwise picks the single best performer among leveraged, inverse, broad-market and defensive assets, protecting itself by moving out of risk-on holdings when Treasury prices turn weak.
What is HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL holding today?
As of Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL allocates to BRK.B 100%.
How has HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL returned +30.2% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL in a hypothetical backtest was -15.2%.
How do I use HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with SOXL?
Open HEDGED & LEVERAGED - BONDS & STOCKS - V4c Replace UPRO with 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.