*WIP* Beat Market rules + Actively Managed S&P 10
Backtest results
Metrics
1Y · since Oct 2025*WIP* Beat Market rules + Actively Managed S&P 10 | |
|---|---|
| Total Return | +4.60% |
| CAGR | +4.64% |
| Sharpe | 0.37 |
| Calmar | 0.32 |
| Max DD | -14.37% |
| Volatility | 15.48% |
| Win Rate | 54.2% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and disciplined, the strategy mainly holds individual tech giants such as Apple (AAPL), Microsoft (MSFT), and NVIDIA (NVDA) when their 21-day moving average rises above the 210-day average, signaling a bullish trend. When a stock's trend turns negative and its 10-day RSI falls below 30, the strategy switches to a safer broad index like the Nasdaq (QQQ) or a defensive bond (SHY) to protect against downside, keeping the portfolio aligned with market momentum and risk levels.
Current allocation
What the rules select as of Oct 30, 2026.
- GOOGL20%
Alphabet Inc. Class A Common Stock
- AAPL10%
Apple Inc. Common Stock
- AMZN10%
Amazon.com, Inc. Common Stock
- BRK.A10%
Berkshire Hathaway Inc.
- META10%
Meta Platforms, Inc. Class A Common Stock
- MSFT10%
Microsoft Corporation Common Stock
- NVDA10%
NVIDIA Corporation Common Stock
- TSLA10%
Tesla, Inc. Common Stock
- UNH10%
UNITEDHEALTH GROUP INCORPORATED (Delaware)
Frequently asked questions
What is *WIP* Beat Market rules + Actively Managed S&P 10?
Dynamic and disciplined, the strategy mainly holds individual tech giants such as Apple (AAPL), Microsoft (MSFT), and NVIDIA (NVDA) when their 21-day moving average rises above the 210-day average, signaling a bullish trend. When a stock's trend turns negative and its 10-day RSI falls below 30, the strategy switches to a safer broad index like the Nasdaq (QQQ) or a defensive bond (SHY) to protect against downside, keeping the portfolio aligned with market momentum and risk levels.
What is *WIP* Beat Market rules + Actively Managed S&P 10 holding today?
As of Oct 30, 2026, *WIP* Beat Market rules + Actively Managed S&P 10 allocates to GOOGL 20%, AAPL 10%, AMZN 10%, BRK.A 10%, META 10%, MSFT 10%, NVDA 10%, TSLA 10%, UNH 10%.
How has *WIP* Beat Market rules + Actively Managed S&P 10 performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, *WIP* Beat Market rules + Actively Managed S&P 10 returned +6.3% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of *WIP* Beat Market rules + Actively Managed S&P 10?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of *WIP* Beat Market rules + Actively Managed S&P 10 in a hypothetical backtest was -14.4%.
How do I use *WIP* Beat Market rules + Actively Managed S&P 10?
Open *WIP* Beat Market rules + Actively Managed S&P 10 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.