Simple long term FTLT l 12 Jun 2014
Backtest results
Metrics
1Y · since Oct 2025Simple long term FTLT l 12 Jun 2014 | |
|---|---|
| Total Return | +1.09% |
| CAGR | +1.10% |
| Sharpe | 0.22 |
| Calmar | 0.05 |
| Max DD | -21.80% |
| Volatility | 37.26% |
| Win Rate | 49.8% |
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 balanced portfolio that holds dividend-focused funds (DGRO, SCHD, NOBL) most of the time, but switches to technology or energy leveraged plays (TECL, ERX) when the Nasdaq is oversold or outpaces utilities. When volatility spikes or the Nasdaq is overbought, it moves into cash (BIL) or a VIX hedge (UVXY) to protect against sharp downturns.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Simple long term FTLT l 12 Jun 2014?
A balanced portfolio that holds dividend-focused funds (DGRO, SCHD, NOBL) most of the time, but switches to technology or energy leveraged plays (TECL, ERX) when the Nasdaq is oversold or outpaces utilities. When volatility spikes or the Nasdaq is overbought, it moves into cash (BIL) or a VIX hedge (UVXY) to protect against sharp downturns.
What is Simple long term FTLT l 12 Jun 2014 holding today?
As of Oct 30, 2026, Simple long term FTLT l 12 Jun 2014 allocates to TECL 50%, DGRO 16.7%, NOBL 16.7%, SCHD 16.7%.
How has Simple long term FTLT l 12 Jun 2014 performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Simple long term FTLT l 12 Jun 2014 returned +1.3% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Simple long term FTLT l 12 Jun 2014?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Simple long term FTLT l 12 Jun 2014 in a hypothetical backtest was -21.8%.
How do I use Simple long term FTLT l 12 Jun 2014?
Open Simple long term FTLT l 12 Jun 2014 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.