A daily, rule-based tilt between chasing big tech gains with a levered ETF (TQQQ) and protecting against downturns with hedges like BTAL, guided by momentum and volatility signals across a small college of assets (GLD, VIXM, JNK, XLU).

What this strategy does, in plain language: It runs every trading day and looks at several simple signals to decide where to put your money. The main idea is to ride big up moves in tech when the mood of the market is good, but to switch to hedges when risk rises. The two main players are: - TQQQ: a levered tech fund that can soar when tech stocks rise, but can lose a lot when tech falls. If the signals look favorable, the strategy puts almost all money into TQQQ to chase big gains. - BTAL (and some hedges): a hedge fund-style product that tends to do better when the market gets rocky. If signals show risk is rising, the strategy shifts toward BTAL to limit losses. Other assets (GLD for gold, VIX-related funds, JNK for bonds, XLU for defensiveness) act as extra checks or diversifiers when the mood changes. Signals used (in simple terms): - Momentum checks: The system compares how fast and how strongly different assets have moved recently. It uses a momentum gauge called RSI (Relative Strength Index) to see if something has sprinted up too far or is losing steam. It also compares momentum between related assets (for example, a levered tech ETF vs. the broad tech benchmark) to see which one is leading. - Volatility and risk checks: It watches measures that rise when fear grows (like a volatility fund) and uses these to decide if risk is rising. If volatility looks high, odds favor hedges rather than chasing big gains. - Regime checks: The system uses gold and other hedges to help detect unusual market conditions that aren’t obvious from a single indicator. If those checks say the regime has shifted, it re-weights toward hedges. - Rebalance cadence: Every trading day, the model re-evaluates all signals and sets a new target allocation. In practice this often means a binary tilt: either go heavy on TQQQ or move toward BTAL/hedges, rather than a smooth blend of many assets. What you’d actually own in practice: either mostly TQQQ (high upside, high risk) or mostly BTAL/hedges (lower risk, lower upside). Some days you’ll see a mix in theory, but the rules are designed to be decisive rather than finely granular. The plan also notes it’s “K-1 Free,” which means the setup aims to avoid the tax form complexities that some funds impose.

Out-of-sample, this strategy seeks tech-led upside (~37.9% annualized vs ~19% S&P) with dynamic hedging to curb losses, rebalanced daily to capture regime shifts. Higher upside, but with larger drawdown risk.