V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1
Backtest results
Metrics
1Y · since Oct 2025V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 | |
|---|---|
| Total Return | +12.72% |
| CAGR | +12.82% |
| Sharpe | 0.54 |
| Calmar | 0.72 |
| Max DD | -17.92% |
| Volatility | 32.36% |
| Win Rate | 55.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and defensive, the strategy mainly holds short-term Treasury (BIL) and 2-year Treasury (SHY) when the market is calm, but it switches to leveraged tech (TQQQ) or 3-x S&P (UPRO) when volatility spikes or the S&P 500 shows a sharp 5-day drop. It protects itself by moving into bonds or inverse volatility weighting whenever the S&P's 10-day drawdown falls below 5% or its 252-day drawdown stays under 10%.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1?
Dynamic and defensive, the strategy mainly holds short-term Treasury (BIL) and 2-year Treasury (SHY) when the market is calm, but it switches to leveraged tech (TQQQ) or 3-x S&P (UPRO) when volatility spikes or the S&P 500 shows a sharp 5-day drop. It protects itself by moving into bonds or inverse volatility weighting whenever the S&P's 10-day drawdown falls below 5% or its 252-day drawdown stays under 10%.
What is V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 holding today?
As of Oct 30, 2026, V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 allocates to TQQQ 59.4%, TMF 22.5%, UPRO 18.1%.
How has V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 returned +12.7% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 in a hypothetical backtest was -17.9%.
How do I use V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1?
Open V1e Fund Surfing + V2 | Bear BUYDIPS, Bull HFEAR | Michael B | No K-1 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.