Five-Strategy Defensive Blend

Defense First at the core, with HAA, Buy the Dip and a volatility-targeted 2x Nasdaq sleeve for growth.

Simple blend1xDaily signalsaggressivePro clone

Thesis

Holds Carlson's Defense First (35%), HAA-Simple (23%), Buy the Dip (21%), Vol-Target 2x QQQ (15%) and HAA SmartStack (6%). Defense First ranks bonds, gold, commodities and the dollar and turns to stocks only when those lag T-bills. Buy the Dip and Vol-Target 2x QQQ hold leveraged Nasdaq funds and check their signals every trading day. Suggested by a member.

Backtest

1999-10-22 to 2026-11-13

CAGR

14.9%

Years

27.0

Max Drawdown

-5.3%

Sharpe

1.41

Sortino

3.00

UPI

7.80

Calmar

2.83

Ulcer Index

1.67%

Best Month

13.3%

Worst Month

-5.0%

Volatility

8.8%

SWR

10.72%

PWR

9.20%

Total Return

4157.8%

Longest DD (mo)

15 mo

Win Rate

68.6%

Profitable Months

68.6%

Current Allocation

No allocation is available yet.