A rules-based rotation strategy that targets growth in tech when conditions look favorable and guards against volatility by hedging and holding cash or short bonds.

It’s a rules-based system that moves between cash, safe bonds, and two rotating asset groups. Signals come from volatility gauges (UVXY, SVXY, VIXM) and momentum/trend tests (RSI, moving-average checks). It uses a “rotator” to pick a single asset from each group (e.g., TQQQ, TECL, QQQ, BTAL, SVXY, VIXM) based on recent volatility and performance. If volatility spikes or a big drawdown looks likely, it shifts toward cash or short-term bonds (BIL). In favorable conditions, it tilts toward growth assets; in risky conditions, it uses hedges to reduce drawdowns.

Out-of-sample, this rotation strategy targets growth with hedges, delivering 19.65% annualized return vs SPY's 19.10% and a Calmar of 0.52. Dynamic rotation aims to capture upside while guarding against spikes; drawdowns may be larger.