Both the High Sharpe and Quantum Return Funds have been SUBSTANTIALLY upgraded as of the 9/30/2020 backtested results.

4 new strategies have been added, and 4 have been retired and this has greatly enhanced the results of both portfolios.

Actual trading in these strategies is only being started as of 12/1/2022 – so results will be skewed slightly – but that is to be somewhat expected in this transition period.

One great addition, especially for the no-margin account is the addition of volatility exposure via the VIXY/SVXY ETF’s.  This allows greatly reduced risk for both portfolios – but especially allows diversification for the unleveraged portfolios – as can be seen by the greatly enhanced annual return and Sharpe numbers.

If you have any questions please don’t hesitate to book a call!
jlbishop@quantfinance.com