7 Comments
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Martin Schwoerer's avatar

very nice! I'll have the Combo with fries, please. Sorry to ask, because it's probably a silly question: I don't understand UUP as a risk-off asset. Sure, correlations between SPY and UUP are statistically negative, but no strategy I have tested improves in a material manner when UUP is the OOM asset. The price curve of UUP is rather similar to SPY.

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Jaewon Jung's avatar

Hi, Martin. As you said, they have a negative correlation (R of -0.21) and the dollar ETF helped for the equity drawdown of 2008 and 2022 for instance. Given the recent trend of stock and bond moving together more often than not, it was definitely a better risk-off asset for the year like 2022. But, again, nothing is perfect and each safe haven asset has pros & cons :)

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hydromod's avatar

Is fun to replace SPY with UPRO...

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Jaewon Jung's avatar

Not bad indeed. It's surprising that it still maintains MAR > 1 :)

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Paul C's avatar

How about momentum of IEF/UUP?

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Paul C's avatar

Or LQD/UUP

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Jaewon Jung's avatar

Try it yourself with QuantMage :) LQD/UUP seems to produce a better result among the two, comparable to LQD/BIL in the article.

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