A daily-rebalanced, ETF-based tactical strategy blending leveraged Nasdaq exposure with rate/hedge assets (USD, gold, Treasuries hedges) and safety cash, selected by momentum and trend rules to capture upside while moderating risk.

Think of the strategy as a two-layer machine. Layer 1 splits a fixed amount of cash into several theme buckets and decides, each day, which asset to own in each bucket. Layer 2 uses a set of technical checks to pick that asset: - Nasdaq-100 tilt uses leveraged bets (like TQQQ) when momentum looks favorable and certain moving-average rules are met. - A “Safety/TECL” bucket looks for a tech-levered exposure with a protective hedge (BTAL and similar assets) when momentum signals are mixed. - A Rate/Dollar hedge bucket searches among Treasury futures-like proxies (TMF/TMV), the US dollar fund (USDU), and gold (GLD) to pick the one that best fits the current rate environment, using ranking metrics such as cumulative return, relative strength, and drawdown. - A separate group weighs in on the broader risk picture, often using cash-like assets (BIL) as a baseline and occasionally selecting a single asset with the strongest signal. Within each group, the code often uses a bottom/select rule (e.g., pick the bottom asset by relative strength or drawdown) to avoid over-concentrating in any single instrument. The overall result is a daily-rebalanced mix that leans into Nasdaq upside when signals are positive, but rotates into hedges to reduce exposure when the environment looks less favorable. The approach uses a K-1-free ETF universe, so tax reporting is simpler and avoids partnerships.

An ETF-based, daily-rebalanced strategy blends Nasdaq upside with hedges and rate assets to diversify and aim for steadier, risk-aware performance versus the S&P 500. Tax-friendly, transparent rules, designed for mindful growth and protection.