Stock Market Basic Strategy
Backtest results
Metrics
1Y · since Oct 2025Stock Market Basic Strategy | |
|---|---|
| Total Return | +14.48% |
| CAGR | +14.60% |
| Sharpe | 0.92 |
| Calmar | 1.74 |
| Max DD | -8.39% |
| Volatility | 16.43% |
| Win Rate | 51.0% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and disciplined, the strategy mainly holds the leveraged Nasdaq (QQQ) and the S&P 500 (SPY) when the market is trending upward. It switches to the short-term Treasury (SHY) or the inverse QQQ (PSQ) when the Nasdaq falls below its 20-day average or when the S&P 500 shows oversold conditions, protecting the portfolio from downside risk.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Stock Market Basic Strategy?
Dynamic and disciplined, the strategy mainly holds the leveraged Nasdaq (QQQ) and the S&P 500 (SPY) when the market is trending upward. It switches to the short-term Treasury (SHY) or the inverse QQQ (PSQ) when the Nasdaq falls below its 20-day average or when the S&P 500 shows oversold conditions, protecting the portfolio from downside risk.
What is Stock Market Basic Strategy holding today?
As of Oct 30, 2026, Stock Market Basic Strategy allocates to QQQ 50%, SPY 50%.
How has Stock Market Basic Strategy performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Stock Market Basic Strategy returned +15.3% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Stock Market Basic Strategy?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Stock Market Basic Strategy in a hypothetical backtest was -8.4%.
How do I use Stock Market Basic Strategy?
Open Stock Market Basic Strategy 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.