Systematic Index Strategy · Backtested 5 Years

Hold the market.
But smarter.

A rules-based strategy for major index ETFs that systematically scales into market weakness — and in backtesting, beat buy-and-hold with a fraction of the drawdown.

+179%
5-Yr Return (backtest)
-13.5%
Max Drawdown
22.9%
CAGR
What It Is

A systematic alternative to buy-and-hold

Most people hold an index fund and ride every crash to the bottom. This is a rules-based system that does something different.

📐

Rules-Based

Every decision follows a defined, tested system — no emotion, no guessing, no watching screens all day.

🛡️

Lower Drawdown

In backtesting, it cut the peak-to-trough loss of simply holding the index to a fraction — far less stomach-churning.

📉

Scales Into Weakness

When the market falls hard, the system adds exposure — positioning to capitalize on the recovery instead of just enduring the drop.

The Backtest

Five years vs. the market

A 50/50 combination of the strategy on two major index ETFs, measured against simply holding each one. Jun 2021–May 2026.

Strategy vs. S&P 500 (SPY)

StrategySPY hold
+179%
Strategy
+79%
SPY Hold
-13.5% vs -25.3%
Max Drawdown
Drawdown — Strategy vs SPY lower is better

Strategy vs. Nasdaq-100 (QQQ)

StrategyQQQ hold
+179%
Strategy
+119%
QQQ Hold
-13.5% vs -35.6%
Max Drawdown
Drawdown — Strategy vs QQQ lower is better
Year by Year

Where the edge comes from

Full transparency: here's every year, side by side. The strategy shines when markets are volatile and recovering — and tends to track the index in calm, rising years.

YearStrategySPYQQQWhat happened
2021+7.2%+13.3%+19.7%
2022+24.8%-19.4%-32.9%Market fell hard — strategy stayed positive
2023+50.2%+24.1%+53.4%Recovery — dip exposure paid off most
2024+11.6%+23.4%+24.9%Calm market — tracks the index
2025+15.9%+16.4%+20.2%Calm market — tracks the index
2026+7.4%+9.8%+18.5%
Total+179%+79%+119%Cumulative, ~5 years

The honest version — read this

This strategy's outperformance came largely from one market cycle: a sharp decline followed by a strong recovery. That's exactly the environment it's built for. In calm, steadily-rising years it roughly tracks the index — it does not beat the market every year.

And in a prolonged decline with no quick recovery, scaling into weakness could deepen losses before it helps. These are backtested results, prepared with hindsight, excluding costs — real results will differ and will be lower. We show you the year-by-year precisely so you understand what you'd actually be signing up for: lower drawdown and a system designed for volatility, not a guarantee of beating the market.

Is It For You?

Who this fits

A good fit if you…

  • Want index exposure but hate riding crashes to the bottom
  • Prefer a rules-based system over emotional decisions
  • Value lower drawdown over chasing maximum return
  • Can stay disciplined through periods that track the market
  • Understand backtests aren't promises and trade risk capital
  • Not for you if you…

  • Expect to beat the market every single year
  • Want guaranteed returns (no one can offer that)
  • Can't sit through a stretch that just matches the index
  • Are investing money you can't afford to lose
  • Want to override the system on gut feeling
  • Questions

    FAQ

    What exactly is this?
    A systematic, rules-based strategy applied to major index ETFs. It follows defined rules to manage exposure — including scaling in during significant market weakness — rather than just holding through everything.
    Will it beat the market every year?
    No — and anyone who promises that is lying. As the year-by-year shows, it's designed to reduce drawdown and capitalize on volatile decline-and-recovery periods. In calm, rising markets it tends to track the index. Its historical edge came largely from one bear-and-recovery cycle.
    Do I need to watch the markets all day?
    No. It's systematic and rules-based — designed to be followed mechanically, not traded by feel or screen-watching.
    What are the risks?
    Substantial. All investing carries risk of loss; you can lose money. The results shown are backtested (hindsight, no costs) and the strategy is regime-dependent — it could underperform or amplify losses in a prolonged decline. Past and simulated performance does not predict future results.
    Is this financial advice?
    No. This is educational information about a systematic tool/approach. It is not personalized financial, investment, or trading advice, and not an offer or solicitation. Consult a licensed professional.
    When can I get it?
    It's not open yet. Join the waitlist below and you'll be first to know when it opens — and you'll get the real, ongoing results as we publish them.
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    Important Disclaimer — Hypothetical / Backtested Performance

    All performance shown is backtested/simulated, prepared with the benefit of hindsight, and does not represent actual trading. It excludes commissions, slippage, fees, and real-execution effects, all of which reduce returns. Results are heavily influenced by a specific market decline-and-recovery period and may not repeat; the approach can underperform in calm markets and may amplify losses in a prolonged decline. Past and simulated performance is not indicative of future results. No result or profit is guaranteed.

    Trading and investing in securities and leveraged products involve substantial risk of loss and are not suitable for every investor. TradeTec Futures provides educational tools and content only and is not a registered broker-dealer, investment adviser, or commodity trading advisor; nothing here is personalized advice or an offer or solicitation. Consult a licensed professional and invest only with risk capital you can afford to lose.