A rules-based, single-asset rotation across QQQ/SPY, hedges, dollar, and commodity ETFs using momentum, trend, and volatility signals to pick the best exposure each period (K-1 free, infrequent rebalancing).

This strategy is built to be understood by a layperson. It starts with cash and, at regular checks, tries to pick one ETF or leveraged/hedged version to own. It watches major market reflectors (QQQ for tech and SPY for broad market) and asks: Is momentum strong? Is the price overextended (high RSI) or is the trend turning for the worse? If QQQ looks extreme (high RSI) it may buy an inverse ETF (PSQ) to benefit if QQQ falls. If the trend is still positive, it may tilt toward leveraged tech plays (QLD) or SPY depending on other signals. A Bear Market Check compares short- and long-term price trends for QQQ; if the short-term trend is weaker than the long-term one, the system tilts toward defensive bets like US dollar funds (USDU) and anti-beta funds (BTAL). There are additional screens that compare UUP against its long-term average to catch dollar-strength regimes, and separate groups that tilt into commodities or other sectors based on volatility screens (high volatility vs low volatility baskets) and performance momentum. Across all branches, the system ultimately selects a single instrument to hold (select-n 1) using a ranking that emphasizes drawdown and cumulative return. The design emphasizes “K-1 free” ETFs (tax form considerations) and uses infrequent rebalances, so turnover is limited. In plain terms: it’s a rules-driven menu that tries to buy whatever is behaving best today—tech, broad market, hedges, or commodities—while avoiding big drawdowns and avoiding tax complications from K-1 funds.

Out-of-sample return: 30.4% vs ~25% for the S&P. Lower drawdown: 17.7% vs 18.8%. Calmar 1.72. A K-1–free, rules-based rotation across tech, broad market, hedges, dollar, and commodities aims to deliver higher returns with less risk than the S&P.