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Dynamic Ensemble

Multi-strategy ensemble weighted by rolling Sharpe ratio

Dynamic Ensemble

3Y
Total Return
+49.1%
3Y
Sharpe Ratio
0.88
3Y
Max Drawdown
-10.9%
3Y
Win Rate
55.1%
3Y
Alpha
-8.8%
3Y
Comp. Score *
0.23
Risk Parameters
Max Allocation11.0%
Stop Loss10.9%
Take Profit7.1%
Max DD Tolerance10.9%
Rebalanceweekly
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
AAPL BUY 29% 13.1% below entry 8.6% above entry 9.1% TVYH
XOM BUY 24% 10.8% below entry 7.1% above entry 11.1% TVYH
GLD BUY 23% 10.5% below entry 6.9% above entry 11.4% TVYH
JPM BUY 25% 11.6% below entry 7.6% above entry 10.3% TVYH
V BUY 22% 9.9% below entry 6.5% above entry 12.1% TVYH
ABBV BUY 26% 12.1% below entry 7.9% above entry 9.9% TVYH
MRK BUY 27% 12.5% below entry 8.2% above entry 9.6% TVYH
NVDA BUY 49% 22.2% below entry 14.6% above entry 5.4% TVYH
AMZN BUY 33% 15.0% below entry 9.9% above entry 7.9% TVYH
SPY BUY 17% 7.8% below entry 5.1% above entry 15.3% TVYH
QQQ BUY 22% 9.9% below entry 6.5% above entry 12.1% TVYH
GOOGL BUY 30% 13.7% below entry 9.0% above entry 8.7% 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 -20% drawdown to return 248% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
94.4%
Avg 5Y Sharpe
0.71
10Y Return
248.2%
10Y Sharpe
0.69
HODL Composite
1.01
Consistency
92%
Suitable for passive
Yes