A diversified portfolio with a strong U.S. stock tilt, but several pieces actively switch into defense, hedges, or aggressive growth trades depending on market strength, fear, and trend.

This is a diversified portfolio with a built-in “alarm system.” Most of the money sits in U.S. stocks, bonds, and a small commodities/real-estate mix. But several stock slices don’t stay fixed. The strategy constantly checks whether markets look too hot, too weak, or too fearful. If stocks seem overheated, it can move part of that slice into volatility funds, defensive funds, bonds, gold, or even bearish bets. If markets look washed out or trending up, it may lean into growth and sometimes even use leveraged funds.

Out-of-sample, this strategy shows stronger risk-adjusted performance and resilience vs the S&P: Sharpe ~1.10 vs ~1.01, Calmar ~1.08, max drawdown ~10.6% vs ~18.8%, beta ~0.52. It sacrifices a bit of raw return for steadier, less volatile exposure.