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Low-Volatility 3x Healthcare and Energy Mix with T-Bill Exit vs 50/50 Hedged Rotation and TQQQ Dip-Buy

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Allocation target

—

Allocation target: Cash / T-bills

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Allocation target: Clean energy / EV

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Allocation target: Energy

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Allocation target: Healthcare / biotech

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Hedge / defensive overlay: Cash / T-bills

—

Leverage use

—

Rebalance schedule

—

Trading signal: Volatility regime (VIX)

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Every published figureShow 13 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 buffer, leveraged etfs, risk-on/risk-off, sector tilts (energy/healthcare), volatility-timed

leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

Asset classes / instruments

equities

Risk metrics

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

4.90

331.36

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

-11.18%

-0.01%

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

1.73

18.06

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

27.60%

0.20%

Construction

Rebalance corridor width

10.00%

9.00%

Rebalance frequency

none

Returns

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

54.80%

3.62%

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

23.56%

2.81%

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

3.47%

0.34%

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

35.45%

86.44%

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

9.15%

0.95%

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

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

Do the holdings back the rules?

Costs, access & sources