Neutral Mom MEGA

6-SLEEVE · MULTI-ASSET + SECTOR ROTATION + HEDGE
About this strategy — what it is, what it looks for, how it operates

The MEGA stack — 6 equal-weight sleeves: equity-70/30 (K=2 stock picks) + TLT + GLD + USO + EFA + sector-rotation (top-2 of 10 sector ETFs), with a conditional SH hedge and 12% vol-targeting. ⚠️ CORRECTION 2026-07-10: the original +3.00/+4.07 Sharpe was look-ahead-inflated — the sector-rotation AND hedge overlays each selected on a bar's own close/VIX then booked that bar's return (research/337-338). Both fixed → honest Sh +1.31 full / +1.93 OOS, β ≈ 0. Still a real, positive, beta-neutral cross-asset book, but less than half the original headline.

  • 6 sleeves (equal-weight, no parameter fitting)1/6 each: equity-70/30 + TLT + GLD + USO + EFA + sector-rotation (top-2 of 10 sector ETFs by 60d momentum)
  • OverlaysConditional SH (inverse-SPY) hedge when SPY<200d SMA OR VIX>25 · 12% annualized vol-targeting (cap 2× leverage)
  • ⚠️ Look-ahead correction (2026-07-10)Two 1-day look-aheads fixed (sector-rotation selection + conditional hedge gate). Sector-rotation standalone Sh +1.51→+0.87. MEGA full +3.00→+1.31, OOS +4.07→+1.93 (research/338).
  • Backtest 2022-26 (CORRECTED)Full Sh +1.31 · OOS Sh +1.93 · CAGR ~+17% · DD −9% · β ~0.1. Bootstrap OOS median +1.72 [+0.40, +3.13]. Per-year: 2023 +0.46, 2024 +1.22, 2025 +1.25, 2026 +3.72 (91d)
Backtest — 5-fold walk-forward, honest true-daily marks (2024-01 → 2026-05)
Sharpe
1.31
Win rate
CAGR
+17.2%
Max DD
-8.9%

Backtest numbers, not live results — measured on honest true-daily marks across a 5-fold walk-forward with 10bps costs. Past performance does not guarantee future returns.

TOTAL P&L
-$417
-2.83% on $14,740 deployed
REGIME PAUSED
VIX 17.2
PERFORMANCE
RETURN
-2.83%
-$417 on capital deployed
SHARPE
1.65
annualized
WIN RATE
46.23%
331W / 384L
MAX DD
-11.51%
worst drawdown
REALIZED P&L
-$155
716 closed trades
UNREALIZED P&L
-$262
758 open positions
LONG EXPOSURE
$4,539
net +$1,118
SHORT EXPOSURE
$3,421
gross $7,960
Last scan: 9/16/2026, 10:18:07 AM
Next scan: in 50h 59m (22:00 UTC weekday)

Open Positions758 held · live MTM

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Recent Closed Tradeslast 100 closed · most recent first

SIDETICKERENTRYEXITPROFIT
SHORTUBER$72.88$71.43+$0
+1.99%
SHORTCRCL$79.10$86.30$-1
-9.10%
LONGMRVL$292.89$221.70$-2
-24.31%
LONGMRVL$292.89$221.70$-2
-24.31%
LONGBAC$57.14$59.52+$0
+4.17%
SHORTORCL$186.15$140.35+$2
+24.61%
SHORTCVNA$64.40$66.90$-0
-3.88%
LONGXLV$168.01$167.66$-0
-0.21%
SHORTENPH$50.40$36.72+$3
+27.14%
LONGMRVL$305.50$221.70$-3
-27.43%
LONGC$146.49$136.17$-1
-7.04%
LONGTLT$80.82$80.71$-0
-0.14%
LONGPANW$279.46$375.09+$3
+34.22%
LONGGLD$391.89$394.15+$0
+0.58%
LONGXLE$65.96$65.93$-0
-0.04%
LONGEFA$105.80$105.40$-0
-0.38%
LONGUSO$159.43$161.86+$0
+1.53%
LONGARM$440.24$241.83$-5
-45.07%
LONGJPM$336.95$352.49+$0
+4.61%
LONGJPM$332.18$352.49+$1
+6.11%
SHORTUBER$71.97$71.43+$0
+0.75%
SHORTSMCI$29.76$35.64$-2
-19.76%
LONGLRCX$382.00$270.87$-3
-29.09%
LONGBAC$57.23$59.52+$0
+4.00%
LONGANET$171.20$192.84+$1
+12.64%
LONGPANW$285.60$375.09+$3
+31.33%
LONGMRVL$305.50$221.70$-3
-27.43%
SHORTADBE$193.60$257.76$-3
-33.14%
SHORTSMCI$28.44$35.64$-3
-25.32%
SHORTADBE$204.02$257.76$-3
-26.34%
LONGALAB$378.86$252.54$-3
-33.34%
SHORTENPH$50.83$36.72+$3
+27.76%
SHORTCRCL$80.28$86.30$-1
-7.50%
LONGANET$169.89$192.84+$1
+13.51%
LONGMRVL$296.71$236.10$-2
-20.43%
SHORTNFLX$80.61$77.40+$0
+3.99%
LONGMRVL$299.13$236.10$-2
-21.07%
LONGJNJ$239.00$265.58+$1
+11.12%
SHORTENPH$56.62$36.35+$4
+35.80%
LONGARM$389.84$264.79$-3
-32.08%
LONGSTM$77.44$51.51$-3
-33.48%
LONGMRVL$299.13$236.10$-2
-21.07%
SHORTCRCL$82.89$90.60$-1
-9.30%
LONGPANW$283.20$330.65+$2
+16.75%
LONGMRK$118.71$143.93+$2
+21.25%
LONGMRVL$296.71$236.10$-2
-20.43%
LONGBAC$56.62$62.69+$1
+10.72%
LONGNET$229.35$306.53+$3
+33.65%
LONGPANW$280.55$330.65+$2
+17.86%
SHORTSMCI$31.72$40.10$-3
-26.42%
SHORTCRM$166.03$247.72$-5
-49.20%
SHORTHD$333.76$308.74+$1
+7.50%
LONGTLT$81.00$80.87$-0
-0.16%
LONGXLV$166.50$165.36$-0
-0.68%
LONGXLE$66.14$65.14$-0
-1.51%
LONGEFA$106.00$106.70+$0
+0.66%
LONGBAC$56.50$62.69+$1
+10.96%
LONGARM$399.62$264.79$-3
-33.74%
SHORTENPH$52.29$36.35+$3
+30.48%
SHORTLULU$115.73$98.97+$1
+14.48%
SHORTORCL$190.01$150.28+$2
+20.91%
SHORTSMCI$30.67$40.10$-3
-30.75%
LONGUNH$410.67$379.09$-1
-7.69%
LONGANET$169.30$199.59+$2
+17.89%
SHORTADBE$205.34$252.23$-2
-22.84%
SHORTCRCL$82.50$90.60$-1
-9.82%
LONGUSO$154.78$154.90+$0
+0.08%
LONGGLD$399.53$398.77$-0
-0.19%
LONGBAC$55.36$62.67+$1
+13.20%
LONGUNH$409.01$393.06$-0
-3.90%
SHORTUBER$70.02$71.08$-0
-1.51%
SHORTENPH$56.03$36.72+$3
+34.46%
SHORTNFLX$81.68$76.03+$1
+6.92%
SHORTORCL$179.67$161.63+$1
+10.04%
LONGMRVL$269.88$235.01$-1
-12.92%
LONGMRVL$269.88$235.01$-1
-12.92%
LONGMRVL$260.54$235.01$-1
-9.80%
SHORTSMCI$30.82$38.93$-3
-26.31%
SHORTCRCL$82.01$92.99$-1
-13.39%
LONGALAB$377.00$300.54$-2
-20.28%
LONGPANW$276.93$335.10+$2
+21.01%
SHORTSHOP$110.10$126.79$-2
-15.16%
SHORTHD$322.29$310.45+$0
+3.67%
LONGALAB$377.00$300.54$-2
-20.28%
LONGGLD$403.56$403.35$-0
-0.05%
SHORTNFLX$81.65$76.03+$1
+6.88%
SHORTCRCL$79.50$92.99$-2
-16.97%
LONGBAC$55.36$62.67+$1
+13.20%
LONGLLY$1139.71$1124.21$-0
-1.36%
SHORTENPH$51.74$36.72+$3
+29.03%
LONGXLF$57.71$57.06$-0
-1.12%
LONGPANW$260.99$335.10+$3
+28.39%
LONGSTM$74.03$51.55$-3
-30.37%
LONGMRVL$260.54$235.01$-1
-9.80%
LONGARM$314.42$264.23$-2
-15.96%
LONGUNH$408.71$393.06$-0
-3.83%
LONGALAB$341.99$300.54$-1
-12.12%
LONGUSO$144.60$149.97+$0
+3.71%
LONGXLV$168.29$166.58$-0
-1.02%
LONGEFA$108.34$106.56$-0
-1.64%