A complex, rule-based multi-asset strategy balancing momentum, hedging, bonds, and crypto exposure (Bitcoin and miners). It includes a crypto-specific swap rule (FNGO to FNGB/FNGU) and a macro-sensitive stance: hold Bitcoin when signals are positive, but buy miners or adjust crypto exposure when treasury yields spike. It uses many thematic blocks (bonds, tech, hedges, bear/bull signals) and weights top picks via momentum/drawdown screens, with volatility hedges as a core risk control.

What you should know in plain language: this is a big, automated recipe that decides daily what to own. It looks at many things about how assets have moved recently, how volatile markets are, and how different assets relate to each other. It then ranks candidate assets (like Bitcoin exposures, large-cap stocks, bonds, volatility hedges) and assigns weights to buy or hold. A few key ideas: - Bitcoin exposure is central: IBIT and miner-focused ETFs (BLOK, WGMI) are evaluated and toggled, with a crypto-exposure swap rule targeting FNGO vs FNGB/FNGU. - Momentum and trend matter: assets that have risen strongly or show favorable momentum signals are favored; those with deteriorating momentum may be reduced or hedged. - Risk controls matter: volatility hedges (UVXY/VIX proxies) and drawdown screens help trim risk during stress. - Macro timing drives crypto: a spike in treasury yields can flip the stance toward Bitcoin/miners, otherwise the stance remains tilted toward crypto exposure when signals are favorable. - In practice you’ll see lots of blocks that group assets by theme (bonds, tech, bear/ bull signals) and then a final set of top picks with specific weights. The result is a dynamic, diversified portfolio that leans into crypto exposure and Bitcoin miners most of the time while keeping hedges ready for volatility spikes. If you’re not familiar with specific tickers, think of IBIT as a Bitcoin-spot asset proxy, BLOK/WGMI as crypto-related themes, and FNGB/FNGU as alternative crypto exposure options. Note: this is a complex, backtest-driven model and not guaranteed to suit every investor’s risk tolerance.

Out-of-sample, this strategy targets higher growth with controlled risk: ~40.6% annualized return vs ~28% for the S&P, Calmar ~3.27, and built-in hedges plus crypto exposure to ride trends while managing drawdowns.