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LQ45-Optimized

Quarterly rebalanced LQ45 portfolio with regime-aware weighting, robustness caps, and filtered turnover.

sahamquantpythoninvestmentlq45

Total Return

+44.11%

Backtest outcome

CAGR

+7.58%

Annualized growth

Sharpe

+0.49

Risk-adjusted return

Max Drawdown

-32.01%

Worst decline

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LQ45-Optimized
Universe
LQ45
Platform
Python

Concept

LQ45-Optimized is a quarterly rebalancing framework that ranks liquid Indonesian large-cap stocks using a regime-aware scoring model.

Logic

  • Start from the LQ45 universe.
  • Score each stock using a combination of trend, quality, and stability features.
  • Apply position caps to avoid sudden concentration spikes.
  • Rebalance quarterly to keep turnover under control.

Why it exists

The goal is to keep the process simple enough to maintain, but robust enough to scale into a repeatable portfolio framework.

Reading the metrics

  • Total return reflects the cumulative backtest outcome.
  • CAGR measures annualized growth.
  • Sharpe captures return relative to volatility.
  • Max drawdown shows the deepest historical decline.

Notes

This strategy is designed as a reference framework. New quarterly history entries can be added without changing the catalog page.

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