Simple Quarterly Balancer
Backtest results
Metrics
1Y · since Oct 2025Simple Quarterly Balancer | |
|---|---|
| Total Return | +23.94% |
| CAGR | +24.16% |
| Sharpe | 1.78 |
| Calmar | 3.27 |
| Max DD | -7.38% |
| Volatility | 12.63% |
| 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
A steady, diversified mix of five holdings: dividend-focused Schwab US Dividend Equity (SCHD), tech-heavy Invesco QQQ (QQQ), mega-cap value Vanguard Morningstar (MGV), retailer Costco (COST) and health insurer UnitedHealth (UNH). The portfolio is rebalanced periodically to maintain fixed weights, offering broad market exposure with a blend of sector and individual stock positions.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Simple Quarterly Balancer?
A steady, diversified mix of five holdings: dividend-focused Schwab US Dividend Equity (SCHD), tech-heavy Invesco QQQ (QQQ), mega-cap value Vanguard Morningstar (MGV), retailer Costco (COST) and health insurer UnitedHealth (UNH). The portfolio is rebalanced periodically to maintain fixed weights, offering broad market exposure with a blend of sector and individual stock positions.
What is Simple Quarterly Balancer holding today?
As of Oct 30, 2026, Simple Quarterly Balancer allocates to COST 25%, SCHD 25%, UNH 25%, QQQ 17.5%, MGV 7.5%.
How has Simple Quarterly Balancer performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Simple Quarterly Balancer returned +23.2% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Simple Quarterly Balancer?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Simple Quarterly Balancer in a hypothetical backtest was -7.4%.
How do I use Simple Quarterly Balancer?
Open Simple Quarterly Balancer 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.