Buy and hold strategies, backtested and ready to copy.

Rules-based stock and ETF strategies shared by the Quantly community, each with at least a year of backtest history. Open one to see its results and current holdings.

StrategyCategoriesOut-of-sample sinceCAGRMax drawdownSharpe
Balanced PortfolioquantlyBuy and hold, Broad market, BondsFeb 4, 20228.3%-28.5%0.85
Diversified PortfolioquantlyBuy and hold, Broad market, Risk parityFeb 4, 202210.3%-57%0.59
Spread Across the MarketquantlyBuy and hold, Broad market, BondsFeb 12, 20227.6%-22.5%0.84
The Timeless 60/40quantlyBuy and hold, Broad market, BondsFeb 12, 20228.1%-35%0.71
Copy Ray DalioquantlyBuy and hold, Broad market, BondsFeb 12, 20226.7%-24%0.82
Copy David SwensenquantlyBuy and hold, Broad market, InternationalFeb 12, 20227.8%-26.1%0.71
Stoic Finance Presents: Inflation Spiral HedgequantlyBuy and hold, Commodities, BondsFeb 12, 20226.1%-25.6%0.66
Copy Warren BuffettquantlyBuy and hold, Broad market, BondsFeb 12, 202213.5%-30.8%0.91
Diversify with Gold & the DollarquantlyRisk parity, Buy and hold, CommoditiesFeb 12, 20225.2%-12%0.90
rising rates HFEAquantlyBuy and hold, Risk parity, Leveraged ETFsFeb 18, 202215.8%-45.3%0.83
Classic 45-45-10quantlyBuy and hold, Broad market, BondsMar 22, 202210.1%-31.7%0.95
Permanent Store of Wealth - 4 ETFs -quantlyBuy and hold, Broad market, BondsJul 1, 202211.9%-31%0.87
Stocks and GoldquantlyBuy and hold, Broad market, CommoditiesAug 5, 202211%-49.7%0.70
Layer 4: Standard Volatility Hedge (UUP/GLD)quantlyRisk parity, Buy and hold, CommoditiesSep 21, 20225.2%-12%0.90
[DEV] β correlation to SPY - $Deez quantlyBuy and hold, BondsOct 9, 20222.1%-15.7%0.50
A Better QQQquantlyBuy and hold, Tech / Nasdaq focus, Leveraged ETFsOct 17, 202239.6%-53.6%1.21
V1 | Safety Mix | Michael BquantlyBuy and hold, Commodities, BondsOct 24, 20226%-7.1%1.10
Exhibit 1 | ADAPTIVE ASSET ALLOCATIONquantlyBuy and hold, Broad market, BondsOct 27, 20226.5%-22.8%0.63
Exhibit 2 | ADAPTIVE ASSET ALLOCATIONquantlyRisk parity, Buy and hold, Broad marketOct 27, 20225.4%-21.6%0.65
MARA BETA HEDGEquantlyRisk parity, Buy and hold, BondsNov 5, 20223.2%-8.9%0.99
90/10 UNH+COST/QQQ+SMHquantlyBuy and hold, Single stocks, Tech / Nasdaq focusNov 13, 202217.4%-56.7%0.84
Copy of The boring IndexquantlyRisk parity, Buy and hold, Broad marketNov 16, 20229.4%-53.8%0.56
🍿 NFLX n' BILquantlyBuy and hold, Tech / Nasdaq focus, BondsNov 17, 202218.3%-30.7%0.99
Threshold bug demoquantlyBuy and hold, BondsNov 18, 20222%-4%1.28
Slow Grower - MegacapsquantlyBuy and hold, Single stocksNov 22, 202216.3%-34.9%0.98
Composer Top | 30NOV2022quantlyBuy and hold, Leveraged ETFs, Tech / Nasdaq focusNov 29, 202215.4%-38.4%0.92
70% SOXL 30% SOXSquantlyBuy and hold, Leveraged ETFs, Tech / Nasdaq focusNov 30, 202222.8%-54.9%0.74
[Follow] Dumb MoneyquantlyBuy and hold, Broad market, Tech / Nasdaq focusDec 6, 202217.8%-27.1%1.13
DJ Safety for Wash SalesquantlyBuy and hold, Bonds, Broad marketDec 29, 20226.2%-14.6%1.11
Simple Quarterly BalancerquantlyBuy and hold, Broad market, Single stocksJan 2, 202318.4%-27.9%1.14
SafetyquantlyBuy and hold, Broad market, CommoditiesJan 19, 20233.1%-22.4%0.30
Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND)quantlyBuy and hold, Broad market, BondsJan 20, 20238.1%-34.7%0.71
Joseph Story FundquantlyBuy and hold, Single stocks, Tech / Nasdaq focusFeb 9, 202324.3%-47.3%0.98
Joseph Passive IncomequantlyBuy and hold, Single stocks, Broad marketFeb 14, 202318.4%-34.4%0.98
I Miss the '90squantlyBuy and hold, Single stocks, Broad marketFeb 21, 202318.6%-43%1.05
V2 | Safety Mix | Michael B | UUP, GLD, & XLPquantlyBuy and hold, Broad market, CommoditiesMar 3, 20237.4%-9.6%1.02
V2.4 | Safety Mix | Michael B | USDU, GDX, XLP, & DBMFquantlyRisk parity, Buy and holdMar 3, 20238.5%-9.6%1.21
Monthly Income Dividends + Managed FuturesquantlyBuy and hold, Broad marketMar 6, 202310.7%-10.2%1.25
Stonk TortoisequantlyBuy and hold, Single stocksMar 14, 202343.3%-25.5%1.60
Top Patent Approvals 2010-2017quantlyBuy and hold, Single stocks, Broad marketMar 23, 202316.8%-38.2%0.80
The name's bondquantlyMomentum, Bonds, Buy and holdApr 10, 20236%-16.6%0.67
Sloth TortoisequantlyBuy and hold, Single stocks, Tech / Nasdaq focusApr 23, 202347.9%-31.1%1.45

Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.

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