A daily, rule-based tactical portfolio that tilts between levered equity bets (UPRO/TECL) and safer bonds/cash (TLT, TMF, BIL) using SPY as the market proxy. It uses RSI and a 200-day moving-average filter to decide when to chase momentum or pull back, with a No-K-1 tax-friendly ETF setup and a 5% target for this group.

A daily, rule-based system uses SPY as the market proxy and looks for three kinds of signals to decide where to put money: - Trend confirmation: Is SPY trading above its 200-day average? If yes, the system is more willing to take equity risk; if no, it prefers bonds/cash. - Momentum/oversold checks: It checks RSI (relative strength) on SPY (and sometimes related tickers) to see if momentum supports buying (not too overbought and not in clear downtrends). - Conditional skews to leverage assets: When signals align for a bullish stance, the strategy tilts toward aggressive, levered equity ETFs (UPRO for broad market, TECL for tech). When signals point to risk-off or extreme conditions, it shifts into safer ETFs (BIL for cash-like safety, TLT/TMF for long-duration bonds). Detailed flow (layman terms): - The core portfolio aims to allocate cash across several assets with a target small weight (about 5%) to the main group (UPRO FTLT) and then rebalances daily. - If SPY is not too overbought (RSI below a high threshold) and SPY price is above its 200-day average, the system tends to buy into levered equity bets (UPRO and TECL), sometimes using additional checks from RSI on related assets like QQQ to confirm strength. - If SPY becomes overbought (high RSI) or falls below the 200-day line, the system looks to safer bets: BIL (short-term cash-like Treasuries) or bonds like TLT/TMF depending on other RSI signals and moving-average tests. - The rules are nested, so multiple conditions must be satisfied before a particular asset is selected. If a condition isn’t met, the strategy moves to the next rule, nudging weights toward cash/bonds. - The end result is a dynamic mix: in rising, broad-market regimes you’ll see more exposure to leverage ETFs; in weakening or overheated regimes you’ll see more cash or bond exposure. The rebalancing happens daily, which can magnify gains and losses in volatile markets. Important caveats for a layman: - Leveraged ETFs (UPRO, TECL, TMF) magnify both gains and losses. They can move very fast and amplify drawdowns just as much as upside when markets swing. - Daily rebalancing in a leveraged, multi-asset framework can produce more volatility (and potentially more turnover) than a buy-and-hold strategy. - This approach assumes SPY is a reasonable stand-in for the overall market and uses several RSI and moving-average checks to decide when to take risk or reduce it. - No K-1 mentioned in the name means the strategy prefers tax-friendly ETFs; this does not change the risk profile, but it avoids complex tax reporting. Who this is for: an aggressive investor who can tolerate frequent, potentially large swings and wants a systematic, rules-based guess at when to ride momentum into leverage or seek safety in bonds/cash.

Out-of-sample, this strategy offers ~46.8% annualized return vs SPY’s ~21.3%, with a disciplined daily tilt between levered equity and bonds/cash. It seeks strong upside in uptrends while shielding capital in drawdowns using tax-friendly No-K-1 ETFs.