A four-part, monthly-rebalanced strategy: 30% JEPI (income), 30% DBMF (diversified futures), 25% conditional levered-tech tilt (TQQQ or SOXL if QQQ trend is up; otherwise SQQQ/PSQ or BIL), and 15% inverse-volatility tilt across AAPL, VTV, COST. Backtested with dividends included; dividends are not auto-reinvested by the platform.

This is a four-part, monthly-rebalanced portfolio. Every month, it allocates the full 100% as follows: 30% to JEPI (income-focused ETF), 30% to DBMF (managed futures diversification). The remaining 25% is a conditional bet: - If the Nasdaq is in a short-to-medium-term uptrend (20-day price above 150-day price for QQQ), the strategy chooses between two leveraged tech bets (TQQQ or SOXL) based on which has the lower RSI (momentum gauge) over the last 10 days and assigns that candidate the 25% allocation. This is a bullish tilt but limited to selecting one leveraged play. - If the Nasdaq is not in that uptrend, the strategy instead weighs in bearish/defensive options (SQQQ, PSQ, or BIL). It picks the one with the worst performance over the last 14 days and assigns 25% to that asset, a contrarian/defensive move. The final 15% is allocated to AAPL, VTV, and COST using inverse-volatility weighting over a 21-day window, meaning the assets with lower recent volatility receive more weight. All allocations are rebalanced monthly to preserve these target weights. Dividends in the backtest are included, but dividends are not automatically reinvested in the strategy by the platform. Tickers explained (for context): - JEPI: JPMorgan Equity Premium Income ETF (income-focused) - DBMF: iMGP DBi Managed Futures Strategy ETF (diversified futures exposure) - TQQQ: ProShares UltraPro QQQ (3x Nasdaq-100 exposure) - SOXL: Direxion Daily Semiconductor Bull 3x Shares (3x semiconductor exposure) - SQQQ: ProShares UltraShort QQQ (3x inverse Nasdaq-100) - PSQ: ProShares Short QQQ (inverse Nasdaq-100) - BIL: SPDR Bloomberg 1-3 Month T-Bill ETF (short-term Treasuries, cash proxy) - AAPL, VTV, COST: Apple, Vanguard Value ETF (value tilt), Costco Keep in mind this is a backtest and real-world results depend on transaction costs, taxes, and the exact execution.

Out-of-sample annualized return ~29% vs SPY ~24.6%, driven by income, managed futures, conditional levered tech tilt, and inverse-volatility tilt. Superior long-run upside with diversification; note larger drawdowns (~30.6% vs ~18.8% SPY).