A daily, rule-based mix that starts with cash and tilt-steps into BTAL or a levered equity fund only when market signals look favorable; otherwise, it stays in safe cash. Uses SPY, BTAL, UPRO, and cash proxies to balance risk and potential return, with automatic, K-1 Free rebalancing.

Think of it as a disciplined checklist you run every day to decide where your money should sit. By default you keep cash (equal weight across cash proxies). Then, you check a series of signals that compare recent market momentum and volatility: (1) Is the broad market behaving unusually (overbought/strong)? (2) Are bonds acting as a safety cushion or not? (3) Is there enough upside momentum to justify taking on more risk with a levered equity option? Depending on these signals, you tilt into BTAL (a volatility-aware strategy), into a levered equity fund like UPRO, or stay in safer cash. If signals suggest danger or uncertainty, you move more into cash. The plan rebalances daily, so the mix stays aligned with the latest readings. It uses well-known tickers (BIL, SPY, UPRO, AGG, SHY) as inputs for those signals. It’s designed to be “K-1 Free” (tax form-friendly) and aims to provide a smoother risk/return profile over time.

Out-of-sample: ~15.7% annual return vs SPY 19.1%, but with higher drawdown (~45% vs ~19%). A disciplined, cash-first, daily-rebalanced strategy that tilts to volatility-aware bets only on favorable signals, offering tax-friendly diversification from SPY.