A tactical SPY-based strategy using SPXL for upside, UVXY for volatility hedging, and BRK/B/SHV as ballast. Signals: SPY above its 7-day average favors equity tilt; extreme momentum on TQQQ (RSI > 79) tilts to UVXY. No fixed rebalancing; aims for full exposure with risk dampening via bonds and quality stock.

What you’re looking at is a three-part toolkit operating mostly in SPY space, with optional leverage and hedges: - Core exposure: SPY (S&P 500) with occasional tilts to SPXL (3x SPY) when the market looks like it’s trending up. This is the main growth engine. - Volatility hedge/tilt: UVXY (volatility futures) can be placed if a momentum signal on a related technology-leveraged ETF becomes extreme (RSI on TQQQ above the high threshold). This is meant to profit from or protect against sudden volatility spikes. - Cash/bond ballast and quality equity: BRK/B (Berkshire Hathaway Class B) and SHV (short-term bonds) act as ballast to dampen risk, while SPY remains in the mix to retain market exposure. Signals driving the shifts: - Trend signal: Check if SPY’s current price is above its 7-day moving average. If yes, lean into SPY/SPXL (more equity upside). - Momentum/volatility signal: Look at RSI (a momentum gauge) of TQQQ over a 10-day window. If it’s above 79, tilt toward UVXY to hedge against flips in volatility. - If neither signal fires, maintain a conservative mix with BRK/B and SHV for stability. Rebalance approach: The plan specifies a 0.2 corridor, but says rebalance = none, meaning changes aren’t triggered by a fixed schedule—only by the signals above when you do adjust allocations. What you actually own when you invest: - SPY: S&P 500 exposure (broad U.S. stock market). - SPXL: 3x leveraged SPY exposure (higher risk/higher potential gains when trending up). - UVXY: A volatility-focused ETF (higher risk, intended for volatility spikes). - BRK/B: Berkshire Hathaway stock (quality, large-cap exposure). - SHV: Short-term U.S. Treasuries (carshed cash-like safety). Overall, it’s a tactical plan that tries to ride up in a rising market with leverage, guard against volatility shocks, and keep some ballast in bonds and blue-chip stock.

Out-of-sample, this strategy delivers stronger risk-adjusted results than the S&P 500: Calmar ~3.05 and max drawdown ~3.88% vs ~5.07% for SPY, with hedges and ballast that dampen risk while still capturing upside when signals align.