Side-by-side comparison

Compare investment strategies

Actively Managed Top-10 US Stocks with T-Bill Parking vs Pencil's Down 3x Tech and Crypto Trend Switch

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-11

Asset mix

Stocks 90% · Cash 10%

ETFs 100%

Top 5 holdings

META10.4%
AAPL10.1%
MSFT10.1%
GOOG10.0%
Cash10.0%
of 10 positions

EDC40.6%
TECL30.4%
SOXL29.0%
Cash0.0%

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Actively Managed Top-10 US Stocks with T-Bill Parking	Pencil's Down 3x Tech and Crypto Trend Switch
Actively Managed Top-10 US Stocks with T-Bill Parking		0%
Pencil's Down 3x Tech and Crypto Trend Switch	0%

Every published figureShow 43 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

cash/t-bills overlay, mean-reversion, mega-cap tech heavy, risk management, rules-based, tactical, trend-following, us large-cap

bonds, crypto, leveraged etfs, momentum, regime-switching, tactical, volatility hedging

Asset classes / instruments

equities

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.07

1.81

Beta vs SPY, out-of-sample (out-of-sample)

1.13

-0.09

Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.81

-0.02

Trading activity

Annualized turnover, backtest period (backtest)

12.69

73.48

Annualized turnover, out-of-sample period (out-of-sample)

13.15

72.03

Daily win rate, backtest period (backtest)

56.60%

59.56%

Daily win rate, out-of-sample period (out-of-sample)

54.83%

56.79%

Backtest

Backtest final value (from $10,000)

$334k

$16.5M

Backtest regulatory fees

$495

$26k

Backtest slippage cost

$3,636

$223k

Returns

Backtest length

3,104

1,051

Out-of-sample length

797

Return, backtest period (annualized) (backtest)

32.94%

490.02%

Return, backtest period (cumulative) (backtest)

3239%

165k%

Return, out-of-sample period (annualized) (out-of-sample)

30.58%

404.20%

Return, out-of-sample period (cumulative) (out-of-sample)

132.79%

69.29%

Return, trailing 1 day (out-of-sample)

0.75%

0.46%

Return, trailing 1 month (out-of-sample)

5.27%

2.44%

Return, trailing 1 week (out-of-sample)

0.31%

-5.16%

Return, trailing 1 year (backtest)

1.10%

162.45%

Return, trailing 1 year (out-of-sample)

1.10%

0.00%

Return, trailing 2 weeks (out-of-sample)

-0.07%

0.86%

Return, trailing 3 months (out-of-sample)

10.01%

48.12%

SPY annualized return over the backtest window (backtest)

13.78%

18.31%

Risk metrics

Calmar ratio, backtest period (backtest)

1.43

28.23

Calmar ratio, out-of-sample period (out-of-sample)

1.62

43.68

Maximum drawdown, backtest period (backtest)

-23.10%

-17.36%

Maximum drawdown, out-of-sample period (out-of-sample)

-18.85%

-9.25%

Sharpe ratio, backtest period (backtest)

1.49

3.88

Sharpe ratio, out-of-sample period (out-of-sample)

1.37

3.19

Sortino ratio, backtest period (backtest)

2.22

7.91

Sortino ratio, out-of-sample period (out-of-sample)

2.14

5.95

Standard deviation, backtest period (backtest)

20.56%

48.88%

Standard deviation, out-of-sample period (out-of-sample)

21.10%

56.25%

Quality

Community review status

ACTIVE

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.10

0.43

Construction

Logic complexity (node count)

128

6,017

Rebalance corridor width

1.62%

5.00%

Rebalance frequency

none

Popularity

Remixes (copies)

293

Watchers

118

Actively Managed Top-10 US Stocks with T-Bill Parking

Pencil's Down 3x Tech and Crypto Trend Switch

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources