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The 9% Signal (9SIG)

A quarterly value-averaging system that holds TQQQ and a short-term bond safety sleeve, buying or selling each quarter to hit a 9% portfolio growth target.

CAGR20.4%
Sharpe0.61
Vol54.5%
Max DD-97.3%

3x QQQ + 200 Day SMA

Holds 3x leveraged Nasdaq-100 when the index trades above its 200-day SMA, and rotates to short-term bonds when it falls below — cutting drawdowns while staying exposed to the trend.

CAGR19.8%
Sharpe0.61
Vol55.5%
Max DD-95.2%

QQQ + 200 Day SMA

Holds the Nasdaq-100 when it trades above its 200-day SMA and shifts to short-term bonds when it breaks below — a simple trend filter on a core equity holding.

CAGR12.8%
Sharpe0.74
Vol18.4%
Max DD-50.0%

3x SPY + 200 Day SMA

Holds 3x leveraged S&P 500 when the index trades above its 200-day SMA, rotating to short-term bonds on a breach — amplifying returns while using the trend filter as a risk guard.

CAGR12.0%
Sharpe0.50
Vol34.5%
Max DD-64.4%

SPY + 200 Day SMA

Holds the S&P 500 when it trades above its 200-day SMA and moves to short-term bonds when it falls below — a straightforward trend-following rule applied to the market's broadest benchmark.

CAGR7.9%
Sharpe0.72
Vol11.5%
Max DD-20.7%