Small Account Leveraged Trend
A walk-forward blend of two leveraged trend models, built to grow a smaller account without juggling a dozen ETFs.
Walk-forward1xDaily signalsaggressivePro clone
Thesis
Pairs the TQQQ Trend model (SPY 200-day trend plus QQQ/SPY relative strength) with Low Initiative LETF V2 (dual SMA with a TIP confirmation), then lets the walk-forward optimizer weight the two each month for the best downside-adjusted return, capping either sleeve at 65%. Both models trade only a handful of ETFs, so the blend stays practical to run with limited capital. Leveraged and aggressive by design, with the cap keeping it from going all-in on a single trend signal.
Backtest
2005-01-31 to 2026-06-18CAGR
13.2%
Total Return
1326.4%
Sharpe Ratio
0.95
Sortino Ratio
1.56
UPI
2.18
Max Drawdown
-16.6%
Longest DD
29 mo
Volatility
14.1%
Calmar Ratio
0.80
Best Month
13.3%
Worst Month
-9.5%
Win Rate (Daily)
60.7%
Profitable Mo.
60.7%
Years
21.4
Current Allocation
UPRO
UGL
TLT
CTA
KMLM
TQQQ
UPRO36.0%
UGL16.3%
TLT16.3%
CTA11.4%
KMLM11.4%
TQQQ8.8%