A big, rules-based, multi-asset strategy that shifts between growth assets and hedges using momentum, volatility hedges, and a bond anchor to manage risk and seize trends.

The strategy partitions capital into sleeves (buckets) like U.S. equities, international equities, bonds, gold, commodities, and volatility hedges. Each sleeve has its own rule set based on momentum-like signals (using moving averages and RSI-style comparisons) and other conditions (e.g., price relative to a moving average, or a threshold RSI). When a sleeve’s signals trigger, weights shift toward or away from that sleeve. In parallel, hedges using VIX-related ETFs and inverse-volatility products are added to reduce risk during high volatility periods. The weights are combined with a set of dynamic “Step Up” or “VIX Blend” schemes that change the aggressiveness of exposure (e.g., 75/25, 50/50, 10/90 splits) depending on regime. There is also a core bond overlay (AGG) that anchors risk and serves as the risk-parity base around which other assets rotate. The result is a large, regime-aware, multi-asset mix that adapts to market conditions rather than staying fixed.

Regime-aware, multi-asset strategy blending momentum, hedges, and a bond anchor to diversify and dampen drawdowns versus the S&P 500, prioritizing risk control and steadier risk-adjusted exposure—even if OOS returns were muted.