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WINNING

Fomc Announcement

Pre-FOMC drift: 50 bps excess return, Sharpe 0.75-1.04

FOMC Announcement

3Y
Total Return
+39.9%
3Y
Sharpe Ratio
0.98
3Y
Max Drawdown
-8.2%
3Y
Win Rate
55.9%
3Y
Alpha
-11.2%
3Y
Comp. Score *
0.32
Risk Parameters
Max Allocation12.5%
Stop Loss8.2%
Take Profit5.9%
Max DD Tolerance8.2%
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
TLT BUY 13% 4.3% below entry 3.1% above entry 23.7% TVYH
SPY BUY 17% 5.9% below entry 4.3% above entry 17.4% TVYH
GLD BUY 23% 7.9% below entry 5.7% above entry 13.0% TVYH
QQQ BUY 22% 7.4% below entry 5.4% above entry 13.7% TVYH
SHY BUY 2% 4.1% below entry 3.0% above entry 25.0% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - 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 -21% drawdown to return 46% long-term. - Exit rule: Exit at market close on FOMC announcement day.

Avg 5Y Return
28.2%
Avg 5Y Sharpe
0.16
10Y Return
45.8%
10Y Sharpe
0.02
HODL Composite
0.29
Consistency
60%
Suitable for passive
No