Ludwig's Moonshot Sonata
Backtest results
Metrics
1Y · since Oct 2025Ludwig's Moonshot Sonata | |
|---|---|
| Total Return | +12.24% |
| CAGR | +12.35% |
| Sharpe | 0.66 |
| Calmar | 0.65 |
| Max DD | -18.91% |
| Volatility | 21.13% |
| Win Rate | 53.8% |
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 top-performer strategy that keeps the two best-performing tech and index plays - Apple, Amazon, Google, Microsoft, UPRO, TQQQ, or ERX - alongside Icahn Enterprises, and switches when a new leader emerges. It protects itself by staying on the current leaders and only adding IEP as a fixed holding.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Ludwig's Moonshot Sonata?
Dynamic top-performer strategy that keeps the two best-performing tech and index plays - Apple, Amazon, Google, Microsoft, UPRO, TQQQ, or ERX - alongside Icahn Enterprises, and switches when a new leader emerges. It protects itself by staying on the current leaders and only adding IEP as a fixed holding.
What is Ludwig's Moonshot Sonata holding today?
As of Oct 30, 2026, Ludwig's Moonshot Sonata allocates to IEP 50%, AAPL 25%, ERX 25%.
How has Ludwig's Moonshot Sonata performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Ludwig's Moonshot Sonata returned +13.2% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Ludwig's Moonshot Sonata?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Ludwig's Moonshot Sonata in a hypothetical backtest was -18.9%.
How do I use Ludwig's Moonshot Sonata?
Open Ludwig's Moonshot Sonata 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.