A dynamic, rule-based, multi-asset strategy blending volatility hedges, momentum bets, gold, and leveraged equity/timing plays to seek resilience in up and down markets.

A rules-based engine splits capital across five broad sleeves (Long Volatility, Trend and Momentum, Fiat Alternatives, Secular Growth Assets, and Interest Rate Linked), plus sub-allocations within each. It uses signals like price momentum, trend consistency, and volatility to decide which sleeve to fund and by how much. When markets look risky, it shifts toward hedges (volatility ETFs, gold, Treasuries). In up markets, it may tilt toward aggressive growth bets with leveraged equity ETFs. Exposures are adjusted gradually within a small rebalance corridor to avoid abrupt swings. The system relies on a large list of ETFs, including leveraged products, so it comes with higher fees and risk. It’s intended for experienced investors who understand leverage and the ETF prospectuses.

Out-of-sample, this rule-based, multi-asset strategy delivers higher risk-adjusted returns than the S&P: Sharpe 1.74 vs 1.37, drawdown 11% vs 19%, Calmar ~1.84, with returns near-SPY levels but far stronger downside protection.