Simple Dividends
Backtest results
Metrics
1Y · since Oct 2025Simple Dividends | |
|---|---|
| Total Return | +21.93% |
| CAGR | +22.12% |
| Sharpe | 1.12 |
| Calmar | 2.02 |
| Max DD | -10.97% |
| Volatility | 19.52% |
| Win Rate | 51.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A market-timing strategy that watches the S&P 500's 10-day RSI. When the index is overbought (RSI > 69) it shifts to a safe bond position (SHY), and when it is oversold (RSI < 27) it jumps into a 3× tech play (TECL). In neutral conditions it holds an equal-weight basket of ten large-cap stocks - HD, JNJ, KHC, MCD, PFE, PG, WMT, TSLA, and the remaining equity - providing a balanced, risk-managed core while still allowing for aggressive upside or defensive protection.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Simple Dividends?
A market-timing strategy that watches the S&P 500's 10-day RSI. When the index is overbought (RSI > 69) it shifts to a safe bond position (SHY), and when it is oversold (RSI < 27) it jumps into a 3× tech play (TECL). In neutral conditions it holds an equal-weight basket of ten large-cap stocks - HD, JNJ, KHC, MCD, PFE, PG, WMT, TSLA, and the remaining equity - providing a balanced, risk-managed core while still allowing for aggressive upside or defensive protection.
What is Simple Dividends holding today?
As of Oct 30, 2026, Simple Dividends allocates to HD 12.5%, JNJ 12.5%, KHC 12.5%, MCD 12.5%, PFE 12.5%, PG 12.5%, TSLA 12.5%, WMT 12.5%.
How has Simple Dividends performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Simple Dividends returned +22.1% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Simple Dividends?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Simple Dividends in a hypothetical backtest was -11%.
How do I use Simple Dividends?
Open Simple Dividends 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.