A rules-based, regime-aware, multi-asset strategy anchored to JEPQ/JEPI that seeks income and downside protection. It shifts between equities, fixed income, and hedges using trend and momentum signals across SPY, QQQ, TLT, IEF, PSQ, QLD/QID, SHV, SMH, and related ETFs.

- The strategy centers on two pillars: an income-focused core (JEPI/JEPQ) and a defensive regime for downturns. - It uses a rules-based engine that looks at price, trend, and momentum signals across a family of ETFs: SPY, QQQ, TLT, IEF, SHV, PSQ, QLD, QID, SMH, plus the income ETFs. - Key signals include: current price versus a moving average (trend), RSI readings (momentum) on short (10-day) and longer (60-day/252-day) windows, and cumulative returns over selected windows. - When conditions look positive (market trend intact and momentum reasonable), the model tilts toward the income ETFs plus broad market exposure (e.g., JEPI/JEPQ with SPY/QQQ). - When conditions deteriorate (Nasdaq signals weakness, RSI indicating overbought or momentum deteriorates, or price falls below long-term averages), the system leans into hedges and bonds to reduce risk (PSQ, QID, SHV, IEF, TLT, and sometimes cash). - There is a dedicated “Bear Market Sideways Protection 2008 Edition” framework that activates during crash-like signals, with steps to deleverage and emphasize Treasury securities and inverse stock exposures. - The assets are chosen and weighted by rule-driven filters (e.g., “top N by RSI,” “filters,” and specific thresholds) rather than discretionary judgment. - The structure uses a cash-equal mechanism at times, and detailed weight settings (e.g., 100/100) indicate possible all-in or cash-backed stances under certain rules. - The overall aim is to deliver income (from JEPI/JEPQ) while providing downside protection through Treasuries and hedges in regime shifts; it is designed to adapt to different market environments rather than staying fully invested in equities all the time.

Regime-aware, rules-driven strategy blending JEPI/JEPQ income with hedges and Treasuries to protect in downturns. Seeks SPY-like upside with steady income and stronger risk-adjusted returns in volatile markets.