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 1992-08-05 to 2026-04-24 (33.8 years): 32.1% CAGR, 1.21 Sharpe, -36.9% max drawdown, 25.6% volatility.

Type
Tactical (TAA)
Author
BestFolio
Rebalancing
Daily
Risk
Aggressive
Period
1992-08-05 to 2026-04-24
CAGR
32.1%
Sharpe
1.21
Max Drawdown
-36.9%
Volatility
25.6%

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 (1992-08-05 to 2026-04-24)

MetricBuy the Dip
Compound Annual Growth Rate (CAGR)32.1%
Maximum Drawdown-36.9%
Sharpe Ratio1.21
Sortino Ratio2.13
Annualized Volatility25.6%
Calmar Ratio0.87
Total Return1223539.7%
Backtest Period33.8 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

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