Rules-based swing system rotating among 3x tech/semis, hedges, bonds, and commodities. It rides trends, buys dips, sells rips, and uses bond/commodity cues to defend in stress—aiming for high, steadier compounding across market regimes.

1) Gauge regime from bonds vs cash and stocks vs commodities (risk‑on/off; rising or falling rates). 2) Uptrends: ride leaders via 3x tech/semis (TQQQ/TECL/SOXL; UPRO=3x S&P). 3) Overheated S&P: buy volatility (UVXY/VIXY). Washed‑out: buy rebound unless bonds disagree (then short via SQQQ/SOXS). 4) Rising rates: short stocks/use TMV. Falling rates: own long bonds (TMF). 5) Small sleeve adds DBMF and balances risk.

Out-of-sample annualized return: 26.8% vs SPY’s 18.9%. A regime-aware, rules-based rotation across tech leaders, bonds, volatility hedges, and commodities aims for higher compounding with disciplined risk controls (Calmar ~0.77) and built-in drawdown protection.