Side-by-side comparison

Compare investment strategies

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

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

as of 2026-10-19

Asset mix

ETFs 100%

Top 5 holdings

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

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

Overlap

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

	Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries	RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage
Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries		0%
RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage	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)

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

cash-parking treasuries, leveraged-signal/low-leverage execution, no k-1, no uvxy, rsi dip-buying, s&p 500, semiconductors, tax-aware, tech-heavy

Asset classes / instruments

equities

Market-relative

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

-0.04

0.07

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

1.27

0.62

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

0.89

0.54

Trading activity

Annualized turnover, backtest period (backtest)

20.57

11.22

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

14.27

10.18

Daily win rate, backtest period (backtest)

55.81%

56.85%

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

56.92%

65.46%

Backtest

Backtest final value (from $10,000)

$53k

$27k

Backtest regulatory fees

$109

$32

Backtest slippage cost

$671

$229

Returns

Backtest length

1,600

1,606

Out-of-sample length

715

692

Return, backtest period (annualized) (backtest)

30.04%

16.75%

Return, backtest period (cumulative) (backtest)

430.54%

168.46%

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

23.04%

19.45%

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

80.23%

62.36%

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

0.29%

-1.01%

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

-0.88%

0.38%

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

0.86%

0.59%

Return, trailing 1 year (backtest)

18.97%

20.08%

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

18.98%

19.49%

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

0.03%

0.67%

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

0.89%

5.27%

SPY annualized return over the backtest window (backtest)

17.66%

17.30%

Risk metrics

Calmar ratio, backtest period (backtest)

1.13

1.34

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

0.87

1.55

Maximum drawdown, backtest period (backtest)

-26.53%

-12.54%

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

-26.53%

-12.54%

Sharpe ratio, backtest period (backtest)

1.55

1.21

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

1.06

1.08

Sortino ratio, backtest period (backtest)

2.39

2.54

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

1.59

2.41

Standard deviation, backtest period (backtest)

18.04%

13.51%

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

21.77%

17.80%

Quality

Community review status

ACTIVE

Holdings

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

0.46

0.96

Construction

Logic complexity (node count)

3,388

146

Rebalance corridor width

—

10.00%

Rebalance frequency

daily

none

Popularity

Remixes (copies)

Watchers

Tax-Aware Cautious Fund Surfing 3x Stocks and Treasuries

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

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