Benign Neglect (Schwoerer) at a glance

Benign Neglect (Schwoerer) is a tactical asset allocation (TAA) strategy by Martin Schwoerer across US Equity, T-Bills, rebalanced monthly. Backtested 1981-02-27 to 2026-04-24 (45.1 years): 9.7% CAGR, 0.73 Sharpe, -51.5% max drawdown, 14.1% volatility.

Type
Tactical (TAA)
Author
Martin Schwoerer
Rebalancing
Monthly
Risk
Moderate
Period
1981-02-27 to 2026-04-24
CAGR
9.7%
Sharpe
0.73
Max Drawdown
-51.5%
Volatility
14.1%

Benign Neglect (Schwoerer) Tactical Asset Allocation Strategy

Benign Neglect (5% Canary) is a rare-trading crash protection strategy. It stays in SPY by default and only exits via a multi-step sell signal: SPY must drop 5% from its 52-week high within 15 days, then close below its 200-day SMA for 2 consecutive days within the next 42 days. After selling, a 4-month quiet period prevents premature re-entry.

Backtest Performance (1981-02-27 to 2026-04-24)

MetricBenign Neglect (Schwoerer)
Compound Annual Growth Rate (CAGR)9.7%
Maximum Drawdown-51.5%
Sharpe Ratio0.73
Sortino Ratio0.83
Annualized Volatility14.1%
Calmar Ratio0.19
Total Return6410.9%
Backtest Period45.1 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
1
Author
Martin Schwoerer

Asset Classes

  • US Equity
  • T-Bills

Categories

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