Sloth Tortoise
Backtest results
Metrics
1Y · since Oct 2025Sloth Tortoise | |
|---|---|
| Total Return | +72.49% |
| CAGR | +73.24% |
| Sharpe | 1.62 |
| Calmar | 4.86 |
| Max DD | -15.08% |
| Volatility | 38.64% |
| Win Rate | 50.2% |
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 steady, diversified mix of high-growth tech and consumer stocks - leveraged semiconductor (KLAC), graphics (NVDA), lithography (ASML), pharma (LLY), and renewable energy (ENPH) - paired with a small allocation to a managed-futures ETF (DBMF). The portfolio stays fixed, rebalancing only periodically to maintain equal weight among the five core holdings, ensuring a consistent, low-turnover exposure to leading sectors.
Current allocation
What the rules select as of Oct 30, 2026.
- ASML11.1%
ASML Holding N.V. New York Registry Shares
- ENPH11.1%
Enphase Energy, Inc. Common Stock
- FLNG11.1%
FLEX LNG Ltd. Ordinary Shares
- KLAC11.1%
KLA Corporation Common Stock
- KNSL11.1%
Kinsale Capital Group, Inc.
- LLY11.1%
Eli Lilly & Co.
- NVDA11.1%
NVIDIA Corporation Common Stock
- SGML11.1%
Sigma Lithium Corporation Common Shares
- BRK.B2.2%
BERKSHIRE HATHAWAY Class B
- COST2.2%
Costco Wholesale Corporation Common Stock
- DBMF2.2%
iMGP DBi Managed Futures Strategy ETF
- MNST2.2%
Monster Beverage Corporation
- ULTA2.2%
Ulta Beauty, Inc. Common Stock
Frequently asked questions
What is Sloth Tortoise?
A steady, diversified mix of high-growth tech and consumer stocks - leveraged semiconductor (KLAC), graphics (NVDA), lithography (ASML), pharma (LLY), and renewable energy (ENPH) - paired with a small allocation to a managed-futures ETF (DBMF). The portfolio stays fixed, rebalancing only periodically to maintain equal weight among the five core holdings, ensuring a consistent, low-turnover exposure to leading sectors.
What is Sloth Tortoise holding today?
As of Oct 30, 2026, Sloth Tortoise allocates to ASML 11.1%, ENPH 11.1%, FLNG 11.1%, KLAC 11.1%, KNSL 11.1%, LLY 11.1%, NVDA 11.1%, SGML 11.1%, BRK.B 2.2%, COST 2.2%, DBMF 2.2%, MNST 2.2%, ULTA 2.2%.
How has Sloth Tortoise performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Sloth Tortoise returned +70.4% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Sloth Tortoise?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Sloth Tortoise in a hypothetical backtest was -15.1%.
How do I use Sloth Tortoise?
Open Sloth Tortoise 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.