Strategies

Systematic, rules-based. No discretion, no narrative.

Portfolio Research
Combined 1/3 USA + Canada + Germany — Sharpe 1.52, MaxDD −16.6% (2006–2026)
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USA Momentum
Live

Systematic momentum strategy on US large-cap equities with a profitability filter and market regime overlay. Cash overlay in bear markets. Monthly rebalance.

Sharpe: 0.87 CAGR: +25.6% MaxDD: -33.2% 1998–2026
Canada TSX Momentum
Live

12-month momentum strategy on TSX equities. Mcap top 80% (percentile), NetIncome(TTM)>0, TSX MA75 regime overlay. Monthly rebalance, 10 stocks equal weighted.

Sharpe: 1.22 CAGR: +34.4% MaxDD: -26.0% 2000–2026
Beta — Germany XETRA Momentum
Beta

12-month momentum strategy on XETRA equities, German-domiciled companies only. Mcap top 70% (percentile), no fundamental filter, DAX MA200 regime overlay. Monthly rebalance, 20 stocks equal weighted. Beta: adversarially audited (no lookahead/survivorship inflation found), but several held names carry real spreads well above the 40bps backtest assumption — sub-EUR-2M capacity, use limit orders.

Sharpe: 0.91 CAGR: +19.2% MaxDD: -26.8% 2000–2026
Beta — Druckenmiller 13F Tracker
Beta

Copies the top 10 positions of the Duquesne Family Office (Stanley Druckenmiller) quarterly SEC 13F filing — his reported weights renormalized within the top 10, bought one trading day after each filing, held until the next one. No model, no ranking: pure replication with a 45-day reporting lag, concentrated in his highest-conviction names. Beta: in a 9-manager test on the identical pipeline Druckenmiller was the only one who beat the S&P 500 — this is a bet on one person (key-man risk), and reported option positions (3–16% of filing value) are excluded.

Sharpe: 0.95 CAGR: +21.7% MaxDD: -35.8% 2012–2026
Beta — Taiwan TWSE Momentum
Beta

9-month momentum (skip-month) on Taiwan Stock Exchange equities. Mcap top 90%, no fundamental filter, TWSE MA75 regime overlay. Monthly rebalance, 15 stocks equal weighted. Beta: research stage — no live signal yet; heavy data-pipeline cleaning was required (single-day snapshot spikes despiked, one merged-instrument ticker excluded) and costs are borrowed from Canada, not measured for Taiwan.

Sharpe: 0.60 CAGR: +18.4% MaxDD: -37.8% 2000–2026
Beta — Norway Momentum
Beta

9-month momentum strategy on Oslo Børs equities. Market cap >565M NOK (~€50M), EBIT>0, OSEBX MA100 regime overlay. Monthly rebalance, 15 stocks equal weighted, net of 66bps costs. Beta: newer strategy, pre-2013 backtest relies on a validated synthetic regime index.

Sharpe: 1.04 CAGR: +15.1% MaxDD: -32.2% 2000–2026
Beta — Indonesia Momentum
Beta

12-month momentum strategy on Jakarta Composite (JK) equities. Mcap ≥ 1T IDR (~€60M), no fundamental filter at this floor, JCI (^JKSE) MA200 regime overlay. Monthly rebalance, 15 stocks equal weighted. Research-only, no live signal — beta pending further liquidity and cost validation after a hostile adversarial audit found the raw backtest inflated by survivorship bias.

Sharpe: 0.56 CAGR: +15.1% MaxDD: -47.5% 2017–2026 net
Bitcoin Trend Signal
Live

Trend-following system for Bitcoin. Invested 33% of the time, avoids major crashes.

Sharpe: 2.37 CAGR: +88.8% MaxDD: -30% Since: 2015