A daily, rule-based, multi-asset strategy that blends stock exposure with hedges (US dollar, anti-beta fund) and a diverse ETF universe. It uses Bollinger-band/momentum screens and a bear-market overlay to tilt between risk-on assets and defensive holdings, then selects a small, risk-controlled basket (often 1–2 assets) with equal cash weighting.

- It rebalances every trading day, allocating cash evenly among a selected set of ETFs (the “wt-cash-equal” steps). - It uses a suite of signals to decide when to own stocks and related bets and when to stay in cash or hedges. - The gate is a Bollinger-band / momentum framework (the 15/15 BB) plus RSI-type momentum checks, which gate buying when conditions look favorable and avoid it when conditions look stretched or extreme. - A Bear Market check looks at the market trend via the Nasdaq-100 proxy (QQQ) against its short- and long-term moving averages. If the trend is weak, the system leans toward cash-like hedges (USDU for dollars, BTAL for anti-beta exposure). If the trend is strong, it allows risk assets to be included. - Within the “risk-on” path, the strategy builds a small universe of candidate assets from several groups (described below), scores or filters them using volatility (standard deviation) and drawdown criteria over different windows, and then selects a small number of assets (often 1 or 2) to hold. - The asset pool includes broad market ETFs (SPY, QQQ), sector/leveraged ETFs (SOXL, SOXS), dollar and hedged exposures (USDU, BTAL, UUP), bonds (TLT, IEF, BIL, etc.), commodities (PDBC, OILK), and other thematic plays (XLB, GDXJ, QLD, SSO). - Some conditions explicitly look for oversold/bullish setups (e.g., RSI thresholds like 75, 27) to time entries. - The framework weighs risk controls (e.g., max drawdown, volatility screens) so it tends to favor lower-risk alternatives when conditions deteriorate. - The “K-1 Free” tag indicates the BTAL portion is chosen to avoid K‑1 tax forms, simplifying tax reporting for retail investors.

Out-of-sample annualized return ~37% vs SPY ~25%, supported by a bear-market overlay and hedges to participate in rallies while limiting downside. A focused, rule-based multi-asset approach with transparent risk controls.