strategy-lab

This rules-based strategy dynamically allocates funds between a leveraged U.S. S&P 500 index ETF and gold. Designed to perform well in both growth and inflationary environments, it is well-suited for aggressive, long-term investors who believe in U.S. market growth but want to hold gold as both an inflation hedge and a safe-haven asset. Given its leveraged nature, higher drawdowns should be expected.

The Momentum Shield Core strategy dynamically allocates capital between two sub-strategies: an equity momentum sub-strategy and a defensive hedging sub-strategy. The equity sub-strategy captures performance from diverse equity ETFs—including U.S. low-volatility, U.S. leveraged, emerging markets, and tech equities, while the hedge sub-strategy provides capital preservation via fixed income, gold, and a short S&P 500 ETF. Rebalances monthly.

This strategy invests in U.S. stock market growth but dynamically adjusts exposure based on market regimes. In strong, upward-trending market conditions, the strategy utilizes leverage by increasing its allocation to a leveraged ETF. In choppy or uncertain markets, it adopts a defensive posture, shifting capital into a low-volatility U.S. equity ETF.

The Adaptive Shield Strategy is a dynamic portfolio designed for investors seeking market growth without sacrificing downside protection. It combines a flexible core equity allocation with three specialized defensive layers: Inflation protection to safeguard purchasing power during inflationary periods, tail-risk protection to cushion against sharp market declines, and cash management to optimize returns on cash positions through intelligent money-market allocation.

Based on the classic Permanent Portfolio framework of holding equities, bonds, and gold, this strategy utilizes U.S.-based leveraged ETFs and a small allocation to a Bitcoin ETF to boost returns. It features a low 0.5 to 0.6 historical correlation to the S&P 500

This Cash Management Strategy invests in a universe of short-term fixed income ETFs. It allocates between short-term (0–3 months) T-bills, short-term managed bonds, and short-term inflation-protected Treasuries. It dynamically adjusts allocations based on market conditions.

The Non-Equity Macro Shock Shield (NEMSS) is an alternative investment strategy engineered to target a structural negative correlation (−0.1 to −0.5) to the S&P 500. It is specifically designed to hedge against severe macro and inflationary crises, such as geopolitical conflicts and war. To achieve this without relying on traditional markets, NEMSS invests in a specialized universe of non-equity assets, including volatility instruments, gold, and crude oil.