Tech-heavy growth strategy with a 200-day trend filter that switches between a concentrated growth sleeve and bear hedges using leveraged/inverse ETFs and momentum signals.

- The system watches SPY (an S&P 500 ETF) and compares its price to its 200-day moving average. If SPY is above this average, the model treats the market as in a 'Bull' regime; if below, it shifts to a 'Bear' regime. This is the primary gate that dictates which side of the strategy is live. - Bull regime: The strategy implements a concentrated growth equity sleeve called Axiom Growth. The core holdings are NVDA, MSFT, AMZN, ASML, META, TSM, NFLX, TW, GOOGL, and a significant allocation to QQQ (an ETF that tracks a large tech-heavy index). The weights shown indicate a bias toward the tech/AI leaders, with QQQ receiving the largest single allocation. This sleeve is designed to participate in strong market upswings and long-term growth rallies. - Bear regime: The strategy shifts toward hedges using inverse or leveraged ETFs (e.g., SQQQ, SPXS, SPXU) and some short-term safe assets (BIL, IEF) depending on a mesh of momentum and return signals. Key decision blocks include: • BND vs QQQ momentum: a relative-strength comparison (bond vs. tech) using short-term momentum signals to decide whether to tilt toward a bullish levered position (TQQQ) or to stay in bearish hedges (SPXS/SPXU). • A 60-day look-back return check on QQQ: if cumulative return is below a threshold (e.g., down more than about 12%), this can trigger stronger hedging or reductions in risk exposure. • Shorter-horizon RSI-based checks (e.g., 10- or 20-day RSI) on various pairs (e.g., TQQQ vs. PSQ vs. SQQQ vs. PSQ vs. BND/IEF) to determine whether to favor upside exposure (e.g., TQQQ) or to reinforce downside hedges (e.g., SQQQ, SPXS). - The Bear side includes a further subdivision (Bear 1 and Bear 2) with nested logic that combines momentum checks, price-path checks, and specific hedge instruments. Some branches specifically test whether short-term momentum supports a levered long in the bear environment (e.g., TQQQ) or whether to switch into short/Inverse hedges (SQQQ, SPXU, SPXS) or cash-like buffers (BIL, IEF). - The “BDRY Wrapper to 200d Bull & Bear Hedge” label implies a final overlay that aims to wrap the two regimes with a consistent 200-day trend framework and add a hedge wrapper to manage risk over longer horizons. It also signals a disciplined, near-cash risk management posture in volatile markets. - Rebalancing: The plan indicates rebalance = none, so changes are driven by the decision-tree signals rather than automatic periodic rebalancing. This means the strategy seeks to stay in its current position until a signal explicitly changes it, potentially reducing turnover but increasing exposure to regime moves when signals lag. - Asset scope: The strategy combines individual stock picks (within the Axiom Growth sleeve) with ETF-based hedges to craft exposures that can swing between high-growth equity and protective hedges, depending on the regime and momentum signals. It’s heavily tech-weighted in its equity sleeve, which means sector concentration risk is a real consideration.

Out-of-sample strengths: ~28.7% annualized return vs ~17.9% for SPY; Sharpe ~1.15 vs ~1.01; alpha ~0.17; Calmar ~1.18; beta ~0.64. Tech-growth with adaptive hedging targets stronger upside with disciplined risk vs the S&P 500.