Daily-rebalanced, K-1 free strategy that toggles between levered tech exposure and hedging/defensive positions using momentum and volatility rules to pick assets, with framework built around risk-on vs risk-off regimes.

Plain-language walk-through: - Daily rebalance: the portfolio is reviewed every trading day and positions are adjusted according to a fixed decision tree. - Cash equalization: cash and positions are allocated evenly across the chosen assets within the current regime to maintain diversification and liquidity. - Regime decision: the model checks macro signals (bond performance and market momentum) to decide between Risk On (growth tilt) or Risk Off (defense tilt). If bonds are rising and momentum signals are favorable, it leans Risk On; otherwise it shifts to Risk Off. - Risk On pathway: selects among ultra-leveraged stock bets (TECL, TQQQ) and a traditional bond position (IEF) using a ranking/filters system (for example, top/bottom by RSI, 21-day lookback, and standard deviation of returns). It tends to allocate to the strongest signal with equal-weight or a primary leading asset. - Risk Off – Rising Rates: favors dollar-related or currency-hedged assets (USDU, FXY, HEFA, HEZU) that can benefit from stronger dollars or higher rates, chosen by a combination of momentum and volatility screens; weights emphasize the best signals and hedges. - Risk Off – Falling Rates: shifts toward assets that perform during rate declines or market stress, including bear/defensive ETFs and hedges (e.g., SQQQ, TMV, TBT, TZA, SJB) alongside currency/dollar hedges, selected and weighted via momentum/RSI rules. - Tax/tax-structure: designed to be K-1 free by prioritizing ETFs with simpler tax reporting. Always verify the exact fund types and tax forms of the specific holdings. - Objective: aim to grow in favorable regimes through leverage while protecting capital in adverse regimes via hedges and risk-off exposures, all on a daily cycle.

Out-of-sample edge: ~56.5% annualized return with a ~1.33 Sharpe and ~1.35 Calmar, far surpassing SPY on risk-adjusted upside. Daily regime switching between leveraged tech bets and hedges targets strong growth with disciplined risk controls.