A daily tactical switch keyed to QQQ. It fades quick run‑ups (PSQ), buys deep dips with 3× tech (TQQQ/TECL), and otherwise parks in the stronger of Consumer Staples or bonds (BND/TLT). Can flip to a QQQ hedge when momentum weakens.

Daily check of the Nasdaq‑100 fund (QQQ). If QQQ jumps >5.5% in 10 days, switch to PSQ (an inverse QQQ) to fade the surge. If the 3× QQQ (TQQQ) fell >33% in ~3 months, buy TQQQ to play a rebound. If QQQ is very weak short‑term, buy TECL (3× tech). Otherwise, based on recent strength, hold the stronger of Consumer Staples stocks (XLP) or bond funds (BND/TLT). The QQQ’s 20‑day average steers which fallback set it checks.

Out-of-sample: ~29.7% annualized return vs 23.5% for the S&P, with Calmar ~1.16. A disciplined tech-focused rotation captures upside (leveraged plays) while defending with defensives, offering stronger long-term growth despite higher drawdown risk.