A dense, rules-based, multi-asset strategy that alternates between leveraged growth bets and volatility/defensive hedges, using many signals and “Safety Town” overlays to manage risk and aim for higher upside with controlled drawdown.

It’s a rules-based portfolio that rotates among a broad set of assets based on simple, everyday ideas of momentum and risk. When conditions look favorable, it tilts toward growth by buying leveraged stock ETFs (examples: TQQQ, SPXL, UPRO). When risk rises or volatility spikes, it shifts money into hedges and safer assets (UVXY, VIXM, SVXY for volatility hedges; GLD, USDU, UUP, SHV for stability). There are “Safety Town” blocks that blend dollar exposure, gold, consumer staples, and cash proxies to smooth the ride. The system uses many nested checks to decide where to allocate and how much, and it rebalances as those checks change. It aims to capture upside in strong markets while limiting downside in stressed markets, but it trades frequently, uses leverage, and can underperform in volatile, regime-shifting periods.

Out-of-sample, this strategy outperforms the S&P 500 on risk-adjusted return with lower drawdown: 27.7% vs 22.9% annualized; 12.8% vs 18.8% max drawdown; Sharpe 1.62 vs 1.43; Calmar 2.16; plus positive alpha and hedging.