Bitcoin Signal (Schwoerer) at a glance

Bitcoin Signal (Schwoerer) is a tactical asset allocation (TAA) strategy by Martin Schwoerer across US Equity, T-Bills, rebalanced monthly. Backtested 2015-09-30 to 2026-04-24 (15.3 years): 8.9% CAGR, 0.98 Sharpe, -15.2% max drawdown, 9.1% volatility.

Type
Tactical (TAA)
Author
Martin Schwoerer
Rebalancing
Monthly
Risk
Moderate
Period
2015-09-30 to 2026-04-24
CAGR
8.9%
Sharpe
0.98
Max Drawdown
-15.2%
Volatility
9.1%

Bitcoin Signal (Schwoerer) Tactical Asset Allocation Strategy

The Bitcoin Signal uses BTC-USD's 200-day SMA as a global liquidity barometer. When Bitcoin is above its 200-day SMA, the portfolio holds SPY; when below, it shifts to BIL.

Backtest Performance (2015-09-30 to 2026-04-24)

MetricBitcoin Signal (Schwoerer)
Compound Annual Growth Rate (CAGR)8.9%
Maximum Drawdown-15.2%
Sharpe Ratio0.98
Sortino Ratio0.84
Annualized Volatility9.1%
Calmar Ratio0.59
Total Return270.1%
Backtest Period15.3 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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