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Yield Curve Inversion

TLT/SHY ratio proxy for yield curve: go defensive on flattening

Yield Curve Inversion Signal

3Y
Total Return
+65.8%
3Y
Sharpe Ratio
1.20
3Y
Max Drawdown
-13.4%
3Y
Win Rate
55.8%
3Y
Alpha
-4.7%
3Y
Comp. Score *
0.49
Risk Parameters
Max Allocation13.5%
Stop Loss13.5%
Take Profit9.2%
Max DD Tolerance13.5%
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% 7.1% below entry 4.9% above entry 25.7% TVYH
GLD BUY 23% 12.9% below entry 8.9% above entry 14.1% TVYH
IEF BUY 6% 6.7% below entry 4.6% above entry 27.1% TVYH
SPY BUY 17% 9.7% below entry 6.6% above entry 18.9% TVYH
XLP BUY 13% 7.3% below entry 5.0% above entry 24.9% TVYH
XLV BUY 15% 8.7% below entry 5.9% above entry 21.0% TVYH
XLU BUY 16% 8.9% below entry 6.1% above entry 20.6% 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 105% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
54.3%
Avg 5Y Sharpe
0.49
10Y Return
105.3%
10Y Sharpe
0.36
HODL Composite
0.45
Consistency
82%
Suitable for passive
No