Daily tactical mix that rides uptrends with leveraged tech/EM and sidesteps when markets look hot or weak. Uses trend (moving averages), speed (RSI), and a managed‑futures trigger (KMLM) to switch among stocks, bonds, gold, and hedges.

Checks two things each day: trend and heat. Trend = price vs a moving average (e.g., 200‑day). Heat = RSI, a 0–100 speed gauge (low=cold, high=hot). If favorable, it owns leveraged growth/tech and EM (e.g., TQQQ, UPRO, EDC). If not, it rotates to hedges: inverse tech (PSQ/SQQQ), volatility (VIXY), bonds (TLT/TMF), or gold (GLD/UGL). A 20‑day KMLM (managed‑futures) signal guides stock‑vs‑hedge flips.

Out-of-sample edge: 31.4% annualized return vs SPY ~28.5%, via a dynamic sleeve that leverages tech/EM trends and hedges with managed futures, bonds, and gold. Higher upside with disciplined risk; drawdowns may be larger.