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WINNING

Conservative Regime

70% regime-adaptive + 30% permanent defense (GLD/SHY/SCHD). Lower DD, steadier returns.

Conservative Regime Orchestrator

3Y
Total Return
+103.2%
3Y
Sharpe Ratio
1.65
3Y
Max Drawdown
-13.5%
3Y
Win Rate
57.5%
3Y
Alpha
+3.6%
3Y
Comp. Score *
0.33
Risk Parameters
Max Allocation16.9%
Stop Loss13.5%
Take Profit13.4%
Max DD Tolerance13.5%
Rebalanceweekly
Execution Guidance
Order TypeMarket
Entry RuleAuto-managed. No manual entry needed — strategy self-adjusts weekly.
TimingALWAYS ACTIVE: Auto-managed. *
ScalingSet it and forget it. Review quarterly.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
GLD BUY 23% 13.0% below entry 12.9% above entry 17.5% TVYH
SHY BUY 2% 6.8% below entry 6.7% above entry 33.7% TVYH
SCHD BUY 14% 8.0% below entry 7.9% above entry 28.4% TVYH
MSFT BUY 24% 13.8% below entry 13.7% above entry 16.5% TVYH
NVDA BUY 49% 27.6% below entry 27.3% above entry 8.3% TVYH
GOOGL BUY 30% 17.0% below entry 16.8% above entry 13.4% TVYH
EPD BUY 17% 9.8% below entry 9.7% above entry 23.4% TVYH
ET BUY 23% 13.0% below entry 12.9% above entry 17.5% TVYH
MPLX BUY 18% 10.3% below entry 10.2% above entry 22.1% TVYH
AAPL BUY 29% 16.3% below entry 16.1% above entry 14.0% TVYH
CRM BUY 33% 19.0% below entry 18.8% above entry 12.0% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -26% drawdown to return 445% long-term. - Exit rule: Never manually exit — auto-managed. Review quarterly.

Avg 5Y Return
128.0%
Avg 5Y Sharpe
0.93
10Y Return
445.0%
10Y Sharpe
1.01
HODL Composite
1.11
Consistency
89%
Suitable for passive
Yes