Energy Sector Momentum & Shield
Holds: FTI, BKR, TRGP + 9 more
Oil and gas isn't dead — it's being repriced. Global energy demand hit a record 105 million barrels per day in 2025, U.S. LNG export capacity is doubling by 2029, and AI data centers are driving the largest surge in natural gas power demand in decades. But energy stocks move in violent cycles — crude can swing 30% in a quarter on OPEC decisions, geopolitical shocks, or recession fears. This strategy captures the upside while respecting the volatility. It spans the full energy value chain: the service companies drilling and completing wells when capex cycles up, the midstream pipelines collecting toll revenue on every molecule that flows, the refiners turning crude into gasoline and jet fuel at record crack spreads, and the LNG operators exporting American gas to an energy-starved world. When energy stocks are trending higher, the strategy rides them with conviction. When momentum fades, it rotates into gold and short-term Treasuries — your capital earns yield or hedges inflation instead of sitting through a drawdown. It's built for investors who believe the energy supercycle has years to run but want a strategy that protects capital when the cycle inevitably pauses.
Performance
Performance
1Y
+33.43%
Win Rate
30.8%
Drawdown
-8.0%
Overall (5Y)
Returns
Returns
Historical backtest returns by calendar year. Positive bars grow up, negative bars grow down from the zero line.
Calculator
Returns Calculator
This strategy
$23,037
+$13,037 (+130.4%)
S&P 500
$18,559
+$8,559 (+85.6%)
For illustration only. This applies the strategy's backtested (simulated) return over the stated 5-year backtest period to your amount — it is not a forecast or a projection of future results. Backtested results have inherent limitations, do not reflect actual trading or the deduction of subscription and trading costs, and no representation is made that any account will achieve similar results. Investing involves risk, including possible loss of your entire investment.
Summary
Performance Metrics
Win Rate
35%
of 172 closed trades
Sharpe Ratio
1.46
vs 0.94 S&P 500
Max Drawdown
24%
backtest period
Profit Factor
4.58
$4.58 earned per $1 lost
Intelligence
AI Strategy Analysis
Configuration
Strategy Parameters
Timeframe
1d
1d candles
Position Size
3%
per trade
Take Profit
—
dynamic target
Stop Loss
—
per signal
Max Open
1 position
concurrent
Max Drawdown
24.4%
historical peak
Risk Disclosure: Trading in financial instruments and cryptocurrencies involves substantial risk, including the possible loss of your entire investment, and may not be suitable for all investors. Cryptocurrency prices are highly volatile and can be affected by external factors such as financial, regulatory, or political events. Trading on margin or with leverage increases potential losses. Past performance is not indicative of future results.
Hypothetical Results: Backtest and simulated performance results have inherent limitations. Unlike actual trading, simulated results do not represent real executions and may not account for factors such as market liquidity, slippage, or execution timing. Simulated strategies are often designed with the benefit of hindsight. No representation is made that any account will achieve results similar to those shown.
Not Financial Advice: The information provided on this platform is for informational purposes only and does not constitute investment, financial, or trading advice. We do not recommend any particular trading strategy or instrument. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.
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