Side-by-side comparison

Compare investment strategies

Municipal Cash Plus vs RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Backtest, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

12.4%

19.5%Best

14.7%

19.5%Best

26.0%

17.8%Best

0.55

1.08Best

-40.9%

-12.5%Best

Minimum investment

$100

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Each source uses its own scale

1(1-5 risk tolerance (AInvest))

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Inception

—

2023-07-11

Holdings

80%Best

60%

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-27

as of 2026-10-19

Asset mix

ETFs 100%

Top 5 holdings

IEF25.0%
SPY17.0%
LQD16.0%
SHY10.0%
XLU7.0%
of 10 positions

TFLO62.1%
SOXX25.1%
FNGO12.4%
QLD0.4%
Cash0.0%

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Municipal Cash Plus	RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage
Municipal Cash Plus		0%
RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage	0%

Every published figureShow 67 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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cash-parking treasuries, leveraged-signal/low-leverage execution, no k-1, no uvxy, rsi dip-buying, s&p 500, semiconductors, tax-aware, tech-heavy

Asset classes / instruments

equities, fixed income

equities

Investment purpose (AInvest)

short-term-savings, monthly-income-dividend-cash-flow

—

Section on AInvest's ETF portfolio page

Cash Alternative

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Tags (AInvest)

defensive, tax aware

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Scores

AInvest cost score (0-100)

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AInvest diversification score (0-100)

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AInvest momentum score (0-100)

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AInvest overall score (0-100)

—

AInvest return score (0-100)

—

AInvest risk score (0-100)

—

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

—

0.07

Beta vs SPY, out-of-sample (out-of-sample)

—

0.62

Correlation (R) vs SPY, out-of-sample (out-of-sample)

—

0.54

Trading activity

Annualized turnover, backtest period (backtest)

—

11.22

Annualized turnover, out-of-sample period (out-of-sample)

—

10.18

Daily win rate, backtest period (backtest)

—

56.85%

Daily win rate, out-of-sample period (out-of-sample)

—

65.46%

Backtest

Backtest final value (from $10,000)

—

$27k

Backtest regulatory fees

—

$32

Backtest slippage cost

—

$229

Returns

Backtest length

—

1,606

Best and worst calendar year (AInvest)

best: [object Object] · worst: [object Object]

—

Out-of-sample length

—

692

Return, backtest period (annualized) (backtest)

14.00%

16.75%

Return, backtest period (cumulative) (backtest)

—

168.46%

Return, last 30 days (backtest)

2.87%

—

Return, last 365 days (backtest)

12.36%

—

Return, last 90 days (backtest)

3.88%

—

Return, out-of-sample period (annualized) (out-of-sample)

—

19.45%

Return, out-of-sample period (cumulative) (out-of-sample)

—

62.36%

Return, trailing 1 day (out-of-sample)

—

-1.01%

Return, trailing 1 month (out-of-sample)

—

0.38%

Return, trailing 1 week (out-of-sample)

—

0.59%

Return, trailing 1 year (backtest)

—

20.08%

Return, trailing 1 year (out-of-sample)

—

19.49%

Return, trailing 2 weeks (out-of-sample)

—

0.67%

Return, trailing 3 months (out-of-sample)

—

5.27%

Return, whole backtest (annualized) (backtest)

14.66%

—

Return, whole backtest (cumulative) (backtest)

191.42%

—

Return, year to date (backtest)

25.98%

—

SPY annualized return over the backtest window (backtest)

—

17.30%

Risk metrics

Calmar ratio, backtest period (backtest)

—

1.34

Calmar ratio, out-of-sample period (out-of-sample)

—

1.55

Maximum drawdown period (AInvest)

peak: 2021-10 · months: 14 · trough: 2022-12

—

Maximum drawdown, backtest period (backtest)

-36.95%

-12.54%

Maximum drawdown, out-of-sample period (out-of-sample)

—

-12.54%

Maximum drawdown, whole backtest (backtest)

-40.88%

—

Sharpe ratio, backtest period (backtest)

0.39

1.21

Sharpe ratio, out-of-sample period (out-of-sample)

—

1.08

Sharpe ratio, whole backtest (backtest)

0.55

—

Sortino ratio, backtest period (backtest)

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2.54

Sortino ratio, out-of-sample period (out-of-sample)

—

2.41

Sortino ratio, whole backtest (backtest)

0.78

—

Standard deviation, backtest period (backtest)

—

13.51%

Standard deviation, out-of-sample period (out-of-sample)

—

17.80%

Volatility, whole backtest (backtest)

25.96%

—

Quality

Community review status

—

ACTIVE

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

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0.96

Construction

Logic complexity (node count)

—

146

Rebalance corridor width

—

10.00%

Rebalance frequency

monthly

none

Cost & access

Minimum investment

$100

—

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk tolerance (AInvest)

conservative

—

Risk tolerance 1-5 (AInvest)

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Municipal Cash Plus

RSI Scale-In Tech Dip Buying with Tax-Aware Lower Leverage

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

Do the holdings back the rules?

Costs, access & sources