A multi-block, momentum-driven plan that tilts toward leveraged tech/semiconductor bets (and their opposites) when several momentum conditions align, with risk checks and a no-daily-rebalance rule to manage exposure and tax complexity.

- What you’re buying: a bundle of specialized funds that aim to multiply the daily moves of certain market targets (mostly tech and semiconductors) and some hedges. Some funds go up a lot when the market rises (bull bets), some go up when the market falls (bear bets). Think of these as turbocharged bets on tech and semiconductors, plus a few safety nets from bonds. - The signals: the system uses momentum and trend signals to decide when to buy or short these funds. A key indicator called RSI helps gauge whether a fund has strong recent momentum or is overbooked; it’s calculated over different time frames (short, medium, and long). It also looks at price trends vs. simple moving averages and compares how each fund has performed versus certain benchmarks over set windows (5, 6, 10, 15, 126 days, etc.). If several signals line up in favor of a particular bet (for example, a tech-bull fund showing strong momentum and price strength while its bear counterpart looks weak), that bet gets a heavier allocation. - How decisions flow: the description shows multiple blocks (think groups) that test different market conditions. Each block has criteria like “RSI above/below a threshold,” “price below/above a moving average,” and “recent return vs. a benchmark.” When a block’s conditions are met, it contributes to the overall decision, and if several blocks agree, the system increases exposure to the corresponding funds. Some blocks favor top performers (pops) while others pick bottom performers, with explicit weightings (for example, heavy emphasis in some blocks and a lighter exposure in others). - Risk checks: there are filters for maximum drawdown, volatility/standard deviation filters, and price-relationship checks (e.g., price vs. moving average, or how far a fund’s price is from a recent mean). These act like guardrails to avoid buying near tops or selling near bottoms. - How much to invest and when to hold: the structure includes explicit weights and sometimes a mix of blocks the system uses to decide the overall exposure. Rebalancing is listed as none, which means the plan intends to maintain positions until signals indicate an exit rather than updating every day. - Tax note: the name mentions K-1 Free, which suggests a design choice to minimize complex K-1 tax reporting for investors (favoring funds or structures that issue simpler tax forms). - In plain terms: imagine a team of momentum detectors that look at several enemies and friends in the market (tech, semiconductors, bonds), decide which of these turbo bets look strongest today, and then tilt the portfolio heavily toward those bets while keeping a few hedges in place. The goal is to ride the strongest trends with leverage, but with built-in checks to avoid obvious mistakes and to keep risk in check.

Out-of-sample annualized return ~53.8% vs S&P ~19.9%, with Calmar ~1.16 and beta ~0.46, capturing leveraged tech/semiconductor momentum with risk guards. Strong upside, but expect drawdowns near ~46%.