Side-by-side comparison

Compare investment strategies

RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage vs Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries

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 2026-10-19

as of 2026-10-11

Asset mix

ETFs 100%

Top 5 holdings

TFLO62.1%
SOXX25.1%
FNGO12.4%
QLD0.4%
Cash0.0%

TYD45.2%
IYW30.6%
SPUU24.2%

Overlap

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

	RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage	Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries
RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage		0%
Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries	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-parking treasuries, leveraged-signal/low-leverage execution, no k-1, no uvxy, rsi dip-buying, s&p 500, semiconductors, tax-aware, tech-heavy

dip-buying, leveraged etfs, relative strength, tactical asset allocation, tax-aware, treasuries hedge, trend-following, volatility targeting

Asset classes / instruments

equities

Market-relative

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

0.07

-0.04

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

0.62

1.27

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

0.54

0.89

Trading activity

Annualized turnover, backtest period (backtest)

11.22

20.57

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

10.18

14.27

Daily win rate, backtest period (backtest)

56.85%

55.81%

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

65.46%

56.92%

Backtest

Backtest final value (from $10,000)

$27k

$53k

Backtest regulatory fees

$32

$109

Backtest slippage cost

$229

$671

Returns

Backtest length

1,606

1,600

Out-of-sample length

692

715

Return, backtest period (annualized) (backtest)

16.75%

30.04%

Return, backtest period (cumulative) (backtest)

168.46%

430.54%

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

19.45%

23.04%

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

62.36%

80.23%

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

-1.01%

0.29%

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

0.38%

-0.88%

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

0.59%

0.86%

Return, trailing 1 year (backtest)

20.08%

18.97%

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

19.49%

18.98%

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

0.67%

0.03%

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

5.27%

0.89%

SPY annualized return over the backtest window (backtest)

17.30%

17.66%

Risk metrics

Calmar ratio, backtest period (backtest)

1.34

1.13

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

1.55

0.87

Maximum drawdown, backtest period (backtest)

-12.54%

-26.53%

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

-12.54%

-26.53%

Sharpe ratio, backtest period (backtest)

1.21

1.55

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

1.08

1.06

Sortino ratio, backtest period (backtest)

2.54

2.39

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

2.41

1.59

Standard deviation, backtest period (backtest)

13.51%

18.04%

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

17.80%

21.77%

Quality

Community review status

ACTIVE

Holdings

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

0.96

0.46

Construction

Logic complexity (node count)

146

3,388

Rebalance corridor width

10.00%

—

Rebalance frequency

none

daily

Popularity

Remixes (copies)

Watchers

RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage

Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries

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