Trend
QQQ / SPY Trend Overlay
Time-series trend on US index ETFs. Dual moving-average with a volatility budget. Flat in chop.
LiveR3
NAV
112.08
30D
+6.21%
90D
+14.80%
YTD
+22.10%
ITD
+36.40%
MDD
-8.60%
Sharpe
1.42
AUM
$12.10M
Min
$1,000.00
Lockup
3d
Trading involves risk. Past performance is not indicative of future results. Vault NAV can rise or fall.
Jonah ValeOrbit VerifiedLicensed Desk
CIO, Northshore Quant. Builds trend and residual-momentum sleeves on US and HK listings.
6P
Philosophy
Index beta is a privilege, not a default.
Process
Weekly signal, daily execution. 10% vol target. 8% trailing stop on the sleeve.
People
Northshore Quant
Portfolio
QQQ · SPY
Parent
Singapore
Performance
YTD 22.10%
Equity path
Monthly returns
04
+0.6%
05
+3.0%
06
+1.0%
07
+1.9%
08
+0.8%
09
+2.3%
10
+3.1%
11
+3.2%
12
+3.5%
01
+3.6%
02
+2.9%
03
+0.2%
04
+3.5%
05
+3.8%
06
+1.2%
07
+0.4%
08
+3.0%
09
+0.2%
Fees
- sub
- 0%
- red
- 0%
- mgmt
- 0.8%
- perf
- 10%
- copy
- 15%
Suitable: Core growth sleeve next to cash-like.
Not suitable: Investors who need daily liquidity without a 3-day lockup.
Linked vault
QQQ / SPY Trend Overlay
TVL
$12.10M
30D
+6.21%
MDD
-8.60%
Trading involves risk. Past performance is not indicative of future results. Vault NAV can rise or fall.