A daily, contrarian bet focused on semiconductors/tech. It compares short‑term strength of bonds vs chips, then either buys one chip play (often 3× bull) or a 3× inverse tech fund. ~90% invested, 10% cash. Very volatile with potential large swings.

Each day: 1) Score US mid‑term Treasury bonds (IEI) and the semiconductor sector (XSD) by how strongly they’ve moved over the last few days (RSI = a quick up‑vs‑down score). 2) If bonds look “hotter” than chips, buy one semiconductor play (SOXL or a chip stock) chosen by very short‑term performance. 3) Otherwise, buy one bearish tech fund (SOXS or TECS). About 90% is invested; 10% stays in cash.

Diversified contrarian semis/tech strategy with ~0.75 beta and a 10% cash cushion. Out-of-sample results lag the S&P 500 and show higher drawdowns, but it offers non-correlated exposure and potential gains in volatile markets.