Adaptive, leverage-enabled All Weather variant with crash-protection, risk-on/off tilts, and momentum-based selection across stocks, bonds, commodities, and USD to try to beat the S&P 500 over time while staying K-1 free.

What it is: an adaptive, multi-asset portfolio designed to perform in different market regimes using rule-based asset selection and some leverage. How it behaves: 1) It splits the portfolio into core buckets (Crash Protection, Equities, Bonds, Commodities) plus a USD hedge. 2) Within each bucket, it picks ETFs using simple momentum and trend rules (e.g., recent performance, price vs. moving averages). 3) It allocates weights across buckets (roughly more to bonds, some to equities, some to commodities) and then fills the bucket with the chosen ETFs. 4) It uses leveraged and inverse ETFs to magnify gains when conditions are favorable and to hedge during downturns. 5) It otherwise avoids fixed rebalancing on a calendar date; changes occur when the signals shift. 6) All ETFs chosen are intended to be K-1 free for tax simplicity. Note: this is a higher-risk, higher-complexity strategy that can magnify losses in bad markets.

Out-of-sample: 23.63% annualized return vs 21.69% S&P, with similar drawdown (~18.33% vs 18.76%) and Calmar ~1.29. Adaptive, leveraged, multi-asset approach with crash protection aims for higher upside with controlled risk; K-1 free.