Here's a super easy passive tactical strategy:

67%  BTAL   (market neutral anti beta ETF)
33% TQQQ  3x geared  Nasdaq

Since 2012 (BTAL inception), rotate annually, nothing more.

CAGR     +20.29%
maxDD   -21.88%
Vola:        18.7%
Sharpe     1.01

Despite recent ups and downs in the stock market, my primary trading account has maintained a compound annual growth rate (CAGR) exceeding 20% over the past 10 years.

With global equities slipping, the current decline is only -3.57%, and the long-term return around 14–16%. This portfolio achieved a 35% return in 2024.

I’ve put 100% of my retirement savings into this. After 25+ years of building it, I’m not willing to risk a 30% plunge. DM me for more details.

Does market volatility bother you?

If so, it's time to switch to a multi-asset style portfolio that provides reasonable growth but without the heavy ups and downs.

Below is my own equity growth since live trading commenced in July 2023. Total return of 59% with a max equity decline of just -5.1%

#Buffett vs $SPY since 2010

CAGR: 13.79% vs 13.79%
avgDD: -25.8% vs -26.7%
Vola: 19.3% vs 17.1%
Sharpe: 0.77 vs 0.85

A few variants of the 60/40 portfolio back to 2001.

Top panel = rebalance monthly
Bottom Panel = rebalance monthly + trend filter

What gives me the confidence to keep trading during sh*tstorm's?

Below is my main US Momentum tested back to 1955.

I'm sure there were tariffs issued somewhere herein...

The #ASX All Weather strategy added +4.2% in January continuing on from its +35% gain in 2024. $GOLD.ax has been a major contributor to the out-performance.

Another simple example of a US All-Weather strategy using a simple trend filter, rebalance monthly. Reasonably competitive vs the $AOA

60% $VTI
25% $GLD
15% $TLT

CAGR 9.2% vs 10.4%
maxDD -12.3% vs -28,1%
Vola 8.1% vs 15.1%
Sharpe: 0.88 vs 0.63

"...every company that goes bankrupt exhibits the same price pattern—with almost 100% certainty. Know the pattern to avoid the abyss." - Unholy Grails, Page 5

$SGR.ax #ASX

There is a compelling reason why I have allocated 100% of my retirement account to the dual All Weather strategies (1x ASX, 1x US). Over the past 18 months, these strategies have delivered exceptionally smooth, low-volatility growth.

Total Return +55%
MaxDD -5.4%

Momentum begets momentum. No backstory needed. $PME.ax
#trendfollowing

More to life than trading. Off round the world for 6 months. I'll be doing my regular trading on the way.