Rules-based mix of blue‑chip US stocks plus tactical bond, gold, dollar and commodity sleeves. Uses “calm vs stormy” bond signals and momentum to shift risk, with a hedge that can profit when long‑duration bond prices fall.

Three buckets. 1) Growth: a dozen blue‑chip US stocks (Apple, Microsoft, Alphabet, Amazon, Disney, etc.). 2) Bonds/Yield: rotates among Treasuries (SHV/SHY/TLT), corporate (LQD/HYG) and inflation‑linked (TIP). If long Treasuries are calm it pairs a levered long‑Treasury fund (TMF) with short Treasuries; if jumpy it shifts to short Treasuries, US dollar (UUP), gold (GLD) and Consumer Staples (XLP). 3) Preservation: trend rules pick recent winners across stocks, bonds, gold, dollar and commodities (DBC), with an option to short long bonds (TMV). Trades mainly when signals flip.

Strikes a smarter balance: out-of-sample Sharpe 1.99 vs S&P 1.37, Calmar 2.13, and max drawdown ~7.5% vs ~18.8%. Lower beta (~0.40) with diversified bonds, gold, USD and trend hedges delivers steadier, risk-adjusted growth—not just raw returns.