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Aggressive

ETF Blend 302-25

$299.00 /month

ETF Blend 302-25 aims to maximize returns at the expense of higher risk and possibly greater management complexity.

The diversified portfolio of this strategy is composed of 19 ETFs; however, most of the time, this strategy maintains 5 or less positions concurrently. On average, this strategy can be expected to rebalance about 5 times a month. According to current correlations, when traded alongside ETF Blend 301-20, the total portfolio's risk-to-reward ratio may improve, providing even better risk adjusted returns.

Performance metrics shown are based on back test results of daily close prices from 10 Sep, 2014 to 4 Sep, 2026 with SPY as the benchmark. Back test results may not reflect actual trading performance, and past performance may not be indicative of future results. For informational purposes only. Should not be considered as financial advice.
  • Annualized return: 68.10% Benchmark: 13.80%
  • Max Drawdown: -23.47% Benchmark: -33.72%
  • Sharpe: 1.75 Benchmark: 0.83
  • Sortino: 3.81 Benchmark: 1.17
  • Calmar: 2.90 Benchmark: 0.41
  • 10-Year Historical Growth
    $10K invested in September 2016
    $1.8M
    today at 68.10% CAGR
View Detailed Performance Report → View Robustness Analysis Report →

At a Glance

Strategy Information

Strategy Name
ETF Blend 302-25
Analysis Period
12 years
Begin End
2014-09-10 2026-09-04

Performance Metrics

Period SPY Strategy
MTD 0.41% -0.26%
3M 2.38% -4.20%
6M 13.81% -9.33%
YTD 13.54% -3.10%
1Y 20.97% 14.05%
All-time (ann.) 13.80% 68.10%
View Detailed Performance Report →

Risk Metrics

Metric SPY Strategy
CAGR 13.80% 68.10%
Sharpe 0.83 1.75
Sortino 1.17 3.81
Calmar 0.41 2.90
Max DD -33.72% -23.47%
Longest DD 708 219
Performance Metrics Glossary →

Portfolio

Portfolio Composition (19)

BTAL DVY EFA FTLS GLD IYR PLG PSQ RWM SLV SOXL SPLV SPXU TQQQ USMV UVXY VEA VNQ VTI
List of ticker symbols in this strategy's portfolio.

Most Frequent Holdings

Symbol Days Held Avg Allocation
GLD 2727 45.86%
BTAL 2926 14.65%
FTLS 2399 5.47%
Ticker symbols held for the greatest number of days

Least Frequent Holdings

Symbol Days Held Avg Allocation
VTI 68 30.17%
USMV 6 7.48%
SPLV 6 7.48%
Ticker symbols held for the fewest number of days

Execution Metrics

Strategy Holdings

19
Total Symbols
Metric Value
Minimum Held 1
Maximum Held 7
Average Held 3.95
80th Percentile 5

Rebalancing Days

345
Out of 4285 total days
8%
Percentage
Period Min Max Avg 80th %
Per Week 1 5 1.95 3
Per Month 1 17 4.71 8
Per Year 4 82 26.46 33

Portfolio Concentration

Top 3 Holdings
89%
average % of portfolio in top 3 holdings
Concurrent Holdings
5
80th percentile of positions held at the same time (avg: 4; max: 7)
These metrics measure how concentrated the strategy is. A higher top 3 concentration and lower concurrent holdings indicate a more focused rebalancing strategy with comparatively lesser management complexity.

Rebalancing by Day of Week

Graph shows number of rebalancing days by day of week

Correlations

Correlation Matrix

Correlation between strategies. Higher values (closer to 1) indicate stronger positive correlation.

ETF Blend 302-25

ETF Blend 302-25 aims to maximize returns at the expense of higher risk and possibly greater management complexity.

The diversified portfolio of this strategy is composed of 19 ETFs; however, most of the time, this strategy maintains 5 or less positions concurrently. On average, this strategy can be expected to rebalance about 5 times a month. According to current correlations, when traded alongside ETF Blend 301-20, the total portfolio's risk-to-reward ratio may improve, providing even better risk adjusted returns.

$299.00 /month

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