A rule-based, momentum-driven equity strategy focused on innovative tech and biotech. It uses short-term signals from BE, QS, and IONQ to pick a top asset from related groups, then weights positions by inverse volatility (risk-aware sizing) with a cash cushion. It aims for selective exposure to high-R&D themes while limiting turnover.

- Start with cash as a baseline and apply an equal-cash look. Then size positions using inverse volatility, so steadier assets get bigger weights and more volatile ones get smaller weights. - Three momentum-trigger branches decide what universe to consider next: 1) If Bloom Energy (BE) has a strong one-day move, evaluate BE and a real-estate/REIT/related asset group. From that group, pick the single top performer over the last ~12 trading days and tilt toward it, with weights adjusted inversely by its volatility. 2) If QuantumScape (QS) has a strong one-day move, look at a pool of international tech and semiconductor-related assets (examples include EWY, EWT, SMH, XLK, XLI, TSM, KORU). Select the top two by 12-day cumulative return and weight them inversely to their volatility. 3) If IonQ (IONQ) has a strong one-day move, focus on biotech-related assets (IBB, XBI, LABU, ARKG, ALNY, CRSP, BEAM, JNJ, BSX). Pick the top one by 12-day cumulative return and weight it inversely to volatility. - If a trigger is not satisfied, each branch has its own fallback pool and selection rule, always defaulting to a top-performing asset by the same 12-day lookback, but maintaining inverse-vol weighting and cash-equal allocations where shown in the logic. - The lookbacks are short (1-day for the trigger, 12-day for ranking), and the system uses a narrow set of asset groups to keep turnover modest while aiming to ride momentum in high-disruption sectors. - The overall exposure class is equities, with a tiny “rebalance corridor” (0.25%) that limits drift and a note that the explicit “rebalance” action is conditional (none by default). - In plain terms: the model looks for signs of momentum in three big, innovative themes (BE for clean-energy-ish tech, QS for solid-state/EV tech, and IonQ for quantum/AI hardware), then picks a top-performing related asset from that theme and sizes the position to be more stable if possible, while keeping some cash and avoiding overtrading.

Satellite strategy focused on disruptive tech/biotech (BE/QS/IONQ) with inverse-volatility sizing and a cash cushion. Out-of-sample returns trail the S&P (−7.1% vs +6.4%), but adds diversification, lower beta, and potential upside when innovation momentum returns.