Monthly Dow Jones Top 10 Trading
Backtest results
Metrics
1Y · since Oct 2025Monthly Dow Jones Top 10 Trading | |
|---|---|
| Total Return | +14.86% |
| CAGR | +14.99% |
| Sharpe | 1.95 |
| Calmar | 4.61 |
| Max DD | -3.25% |
| Volatility | 7.32% |
| 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
A cautious trend-following strategy keeps a single large-cap stock - Apple (AAPL), Microsoft (MSFT), UnitedHealth (UNH), Johnson & Johnson (JNJ), Visa (V), JPMorgan (JPM), Walmart (WMT) or Procter & Gamble (PG) - only when its price is above its 210-day moving average. When any of those stocks fall below that average, the portfolio shifts to a risk-off mix of short-term Treasury (SHV) and intermediate Treasury (IEI) bonds, protecting capital while waiting for a new trend to emerge.
Current allocation
What the rules select as of Oct 30, 2026.
- AAPL10%
Apple Inc. Common Stock
- CVX10%
Chevron Corporation
- JNJ10%
Johnson & Johnson
- JPM10%
JPMorgan Chase & Co.
- MSFT10%
Microsoft Corporation Common Stock
- PG10%
Procter & Gamble Company
- UNH10%
UNITEDHEALTH GROUP INCORPORATED (Delaware)
- V10%
VISA Inc.
- WMT10%
Walmart Inc. Common Stock
- IEI5%
iShares 3-7 Year Treasury Bond ETF
- SHV5%
iShares Trust iShares 0-1 Year Treasury Bond ETF
Frequently asked questions
What is Monthly Dow Jones Top 10 Trading?
A cautious trend-following strategy keeps a single large-cap stock - Apple (AAPL), Microsoft (MSFT), UnitedHealth (UNH), Johnson & Johnson (JNJ), Visa (V), JPMorgan (JPM), Walmart (WMT) or Procter & Gamble (PG) - only when its price is above its 210-day moving average. When any of those stocks fall below that average, the portfolio shifts to a risk-off mix of short-term Treasury (SHV) and intermediate Treasury (IEI) bonds, protecting capital while waiting for a new trend to emerge.
What is Monthly Dow Jones Top 10 Trading holding today?
As of Oct 30, 2026, Monthly Dow Jones Top 10 Trading allocates to AAPL 10%, CVX 10%, JNJ 10%, JPM 10%, MSFT 10%, PG 10%, UNH 10%, V 10%, WMT 10%, IEI 5%, SHV 5%.
How has Monthly Dow Jones Top 10 Trading performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Monthly Dow Jones Top 10 Trading returned +14.2% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Monthly Dow Jones Top 10 Trading?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Monthly Dow Jones Top 10 Trading in a hypothetical backtest was -3.3%.
How do I use Monthly Dow Jones Top 10 Trading?
Open Monthly Dow Jones Top 10 Trading 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.