A monthly, cash-backed rotation strategy that, when bond-market momentum is positive, selects one asset from seven high-velocity instruments (gold, volatility, leveraged tech, anti-beta, USD, short Treasury, and short-term TIPS) based on the lowest RSI, assigning that asset a 10% weight. It’s a high-risk, tactical tilt with a built-in cash cushion and a bond-condition gate.

- You start with a cash cushion (part of the portfolio is kept in cash). - Every month you check a bond-market condition: the strategy looks at the bond ETF BND and compares its trailing performance over a window (63 days in the rule). If BND’s cumulative return is above 0, you consider placing a position in the rotation group; if not, you don’t enter the rotation. - If conditions are met, you enter the Monthly Rotator (aggressive). This rotator looks at seven assets (listed below) and selects the one with the lowest RSI (a momentum indicator that measures recent price strength) over a 25-day window. The idea is to buy the asset that has weakened most recently, hoping it rebounds. - The seven assets in the rotation are: UGL (leveraged gold), SVXY (short VIX futures, i.e., a bet that volatility stays low), TECL (3x leveraged tech), BTAL (anti-beta hedge), USDU (futures-based USD exposure), TBX (short 7–10 year Treasuries), STIP (short-term inflation-protected bonds). - The selected asset gets a fixed 10% of the portfolio; other assets in the pool receive zero or no allocation in that month. - The plan rebalances monthly, so weights are reset at the end of each month based on the same rules. - The label “K-1s: UGL, SVXY” notes potential tax-document considerations for those components; however, most common ETFs issue 1099s, so verify which form you’ll receive. - Overall, this is a high-risk, tactical tilt that uses a single winner from a diversified, cross-asset pool under a bond-momentum gate, with a deliberate cash buffer to limit drawdown.

Out-of-sample: 22.21% annualized vs SPY 18.88%; built-in cash cushion and bond-momentum gate guide a seven-asset rotation for higher upside and diversification beyond the S&P 500.