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LOSING

Bond Duration Trade

Yield curve regime: long duration in flattening, short duration in steepening

3Y
Total Return
-4.1%
3Y
Sharpe Ratio
-0.94
3Y
Max Drawdown
-10.0%
3Y
Win Rate
53.4%
3Y
Alpha
-67.8%
3Y
Comp. Score *
0.00
Risk Parameters
Max Allocation0.0%
Stop Loss10.0%
Take Profit5.0%
Max DD Tolerance10.0%
Rebalancemonthly
Execution Guidance
Order TypeLimit
Entry RuleBuy 0.5% below market in uptrend.
TimingSAFE TO BUY. *
ScalingEnter in 3 tranches over 1-2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
IEF BUY 6% 5.0% below entry 3.0% above entry 0.0% TVYH
TIP BUY 4% 5.0% below entry 3.0% above entry 0.0% TVYH
SHY BUY 2% 5.0% below entry 3.0% above entry 0.0% TVYH
BIL BUY 1% 5.0% below entry 3.0% above entry 0.0% TVYH