The Defensive Rotation
Performance since launch
Backtest volatility
About this strategy
Rotates SPY into XLV (healthcare) on a short downside trend break, staying invested in a historically lower-beta, defensive sector rather than an inverse ETF or cash.
How it works
- Agent triggers
Triggered weekly on Mondays at 3:30 PM. It watches for a short downside trend break in SPY.
- Computes its signals
It monitors SPY for a decline of over 1% over the last 10 trading days. This indicates a rotation into healthcare, particularly into XLV.
- Sets the target portfolio
The target portfolio consists of a full switch from SPY into XLV, emphasizing a defensive sector with lower beta. It does not use inverse products or cash.
- Executes orders
Your account trades toward that target, selling SPY before buying XLV, inside the platform's risk rails: stop-loss and daily loss limits you control.
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Backtests
* Backtest figures are simulated based on historical market data. Past performance is not indicative of future results.