Strategies

Ladder 36 Plus

The same target, a momentum core and a small coin sleeve.

Growth a year, after the fee
+15.4%
Index over the same window
+13.7%
Deepest fall from a peak
43.7%
Fills
112
Paid in commission
$9,343.35
Ended at, from $10,000.00
$39,797.75
Ladder 36 Plus S&P 500 fund, held

03 January 2017 to 16 August 2026. Prices: Yahoo Finance daily closes.

The rule

The dual momentum rule runs eighty-five percent of the plan and bitcoin takes the remaining fifteen while its fast average leads the slow one. It aims at the same ten thousand dollars as Ladder 36 and gets there through a deeper drawdown, which the run below reports rather than smooths.

Last fills of the run

DayTickerSidePriceWhy
2026-05-01 QQQ sell $674.15 QQQ still leads by enough to keep; BTC sleeve off
2026-04-01 QQQ buy $584.31 QQQ leads on twelve-month return; BTC sleeve off
2026-04-01 EFA sell $98.61 QQQ leads on twelve-month return; BTC sleeve off
2026-02-01 EFA sell $100.74 EFA still leads by enough to keep; BTC sleeve off
2025-12-01 EFA buy $94.72 EFA still leads by enough to keep; BTC sleeve off
2025-12-01 QQQ sell $617.17 EFA still leads by enough to keep; BTC sleeve off
2025-12-01 BTC sell $86,321.57 EFA still leads by enough to keep; BTC sleeve off
2025-08-01 QQQ buy $553.88 QQQ leads on twelve-month return; BTC sleeve on
2025-08-01 SPY sell $621.72 QQQ leads on twelve-month return; BTC sleeve on
2025-06-01 BTC buy $105,652.10 SPY still leads by enough to keep; BTC sleeve on
2025-05-01 BTC sell $96,492.34 SPY still leads by enough to keep; BTC sleeve off
2025-02-01 SPY buy $601.82 SPY still leads by enough to keep; BTC sleeve on