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Buy the Dip at a glance

Buy the Dip is a tactical asset allocation (TAA) strategy by BestFolio across US Equity (3x Leveraged), Inverse Equity, Managed Futures, Gold (2x), rebalanced daily. Backtested 1985-10-08 to 2026-06-08 (40.7 years): 24.6% CAGR, 1.06 Sharpe, -76.5% max drawdown, 27.5% volatility.

Type
Tactical (TAA)
Author
BestFolio
Rebalancing
Daily
Risk
Aggressive
Period
1985-10-08 to 2026-06-08
CAGR
24.6%
Sharpe
1.06
Max Drawdown
-76.5%
Volatility
27.5%

Buy the Dip Tactical Asset Allocation Strategy

Buy the Dip is a custom daily strategy designed for BestFolio that uses RSI and SMA indicators on QQQ with hysteresis-based state transitions to avoid whipsaw trades.

The strategy uses a state machine with three independent boolean flags — oversold, overheated, and momentum — each with separate entry and exit thresholds (hysteresis). This means the current state depends on the previous state, making the strategy path-dependent. The system walks through every trading day to compute the final state.

Backtest Performance (1985-10-08 to 2026-06-08)

MetricBuy the Dip
Compound Annual Growth Rate (CAGR)24.6%
Maximum Drawdown-76.5%
Sharpe Ratio1.06
Sortino Ratio1.12
Annualized Volatility27.5%
Calmar Ratio0.32
Total Return765208.0%
Backtest Period40.7 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
daily
Risk Level
aggressive
Variants
1
Author
BestFolio
Source
Custom strategy by BestFolio (2024)

Asset Classes

  • US Equity (3x Leveraged)
  • Inverse Equity
  • Managed Futures
  • Gold (2x)
  • Treasuries
  • Low Volatility

Track Buy the Dip in Your Portfolio

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Disclaimer: BestFolio is an informational tool only and does not provide investment advice, recommendations, or solicitations to buy or sell securities. All strategy signals, backtests, and performance metrics are provided for educational and research purposes. Past performance is not indicative of future results. You are solely responsible for your own investment decisions. BestFolio is not a registered investment advisor, broker-dealer, or financial planner. Always consult a qualified financial professional before making investment decisions.

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