A complex, rules-based, risk-managed multi-asset strategy that rotates among stocks, bonds, commodities, and currencies using momentum and volatility signals, with hedges and leveraged bets, designed to perform across regimes while avoiding K-1 funds.

What it does in plain language: - Uses many rules to decide which ETFs to hold at any time. - Checks if markets look stronger or weaker using momentum and trend signals (like RSI and moving averages). - Chooses assets to buy or reduce based on which ones look best on those signals, across stocks, bonds, commodities, and currencies. - Some parts use leveraged bets to amplify moves when conditions look very favorable; other parts buy hedges or safer assets to protect in rough markets. - It looks for different market moods (risk-on vs risk-off) and swaps the mix accordingly. - It avoids certain tax forms by favoring No-K-1 ETFs where possible. - Rebalancing is driven by rules, not a calendar schedule, so it shifts exposures as signals change. This can mean frequent switches, depending on market conditions.

Out-of-sample beat: ~33% annualized return vs ~28% for the S&P, ~12% max drawdown vs ~19%, Calmar ~2.70 and Sharpe ~1.63 with near-zero beta—steady, risk-aware growth vs the S&P.