An aggressive trend-following portfolio that rotates between stocks, energy, and commodities, while moving into bonds, gold, or the dollar when markets look weak.

This portfolio splits money across 3 big ideas: stocks, energy, and commodities. It constantly checks whether prices are rising or falling using short- and long-term averages. When trends are strong, it leans into energy, oil, natural gas, clean energy, stocks, or broad commodities. When trends weaken, it may switch to defensive holdings like short-term bonds, long-term Treasury bonds, gold, or the U.S. dollar. It also sometimes uses funds that bet on prices going down—or magnify moves up or down—so it is aggressive and can change direction quickly.

Out-of-sample edge: ~35.5% annualized return vs SPY ~27.6%, Sharpe ~1.71 vs ~1.56, Calmar ~2.90. Expect higher drawdowns (~12% vs ~9%), but higher upside from disciplined momentum in energy/commodities with hedges.