Explore the research.

S01 · Monthly momentum rotation

Selects the stronger eligible QQQM or semiconductor fund at monthly reviews.

S02 · Dual-average trend sleeves

Allows each fund to occupy up to half the portfolio when its short trend exceeds its slower trend.

S03 · Channel breakout sleeves

Buys each fund independently after a 55-day high breakout.

S04 · Oversold rebound sleeves

Looks for short-term oversold readings inside a longer uptrend.

S05 · Lower-band rebound

Waits for a lower volatility-band breach and then a move back inside the band.

S06 · Semiconductor leadership rotation

Prefers the semiconductor fund when it leads QQQM; otherwise falls back to QQQM if its trend is healthy.

S07 · Volatility-controlled mix

Combines QQQM and a semiconductor fund and scales exposure to a portfolio volatility target.

S08 · Broad core with breakout sleeve

Keeps a QQQM core in an uptrend and adds a smaller semiconductor breakout sleeve.

S09 · Contraction breakout

Looks for a quiet trading range before entering a 20-day breakout.

S10 · Trend and rebound ensemble

Combines the S01 trend rotation with the S04 oversold rebound rule in one cash account.

Intraday continuation

Tests whether a strong move after the market opens continues during the session.

No public result yet

VWAP reversion

Tests whether prices stretched away from their volume-weighted average move back toward it.

No public result yet

L01 · Monthly leveraged momentum rotation

Selects the stronger eligible broad or semiconductor leveraged fund at monthly reviews.

L02 · Volatility-sized leveraged rotation

Selects the stronger eligible leveraged fund and reduces size when its volatility is high.

L03 · Dual-trend leveraged sleeves

Allows separate broad and semiconductor leveraged sleeves when each proxy's fast and slow trends agree.

L04 · Covariance-controlled leveraged mix

Sets broad and semiconductor weights from trend eligibility and estimated joint volatility.

L05 · Leveraged breakout risk budget

Buys proxy breakouts with fund position size limited by recent ATR risk.

L06 · Leveraged oversold rebound

Buys short-term oversold readings in an otherwise positive proxy trend.

L07 · Leveraged contraction breakout

Arms a fund after proxy volatility contracts, then enters a subsequent breakout.

L08 · Semiconductor leadership fallback

Prefers SOXL when its sector proxy leads, otherwise falls back to the broad leveraged fund.

L09 · Trend ladder with shock cooldown

Builds exposure from three trend votes and reacts to sharp proxy losses.

L10 · Leveraged trend-rebound ensemble

Combines L02 volatility-sized trend rotation with L06 oversold rebound trades.

L11 · Broad-first semiconductor leadership

Defaults to broad leveraged exposure and adds SOXL when its proxy leads.

L12 · Fast-slow leveraged rotation

Chooses the stronger eligible proxy from short- and medium-term returns and volatility-sizes the corresponding fund.

L13 · Trend-persistence exposure

Scales broad and semiconductor leveraged sleeves by how often their proxies stayed above trend.

L14 · Downside-volatility allocation

Scales a broad and semiconductor mix using recent negative-return volatility.

L15 · Leveraged trend-quality rotation

Chooses the stronger eligible proxy and sizes by its price-path efficiency.

L16 · Broad-first allocation with fast brake

Uses L11's broad-first allocation but quickly halves exposure after short-term risk signals.

T01 · Buffered technology trend

Tracks XLK against its 200-day average with a 1% buffer and waits for repeated closes before changing position. The final study did not qualify this rule for selection.

T02 · Fast technology recovery

Starts with half-sized TECL during an XLK recovery, then increases exposure after confirmation while held. The final study did not qualify this rule for selection.

T03 · Adaptive technology trend

Uses XLK's adaptive moving average and its slope to decide when to hold TECL. The final study did not qualify this rule for selection.

T04 · Technology channel breakout

Looks for an XLK breakout above its prior 55-day channel while the long trend is positive. The final study did not qualify this rule for selection.

T05 · Weekly trend votes

Reviews three XLK trend votes weekly and scales TECL exposure in thirds, with a daily risk exit. The final study did not qualify this rule for selection.

T06 · Weekly growth and drag

Reviews a technology growth-versus-drag score weekly to choose cash, half, or nearly full TECL exposure. The final study did not qualify this rule for selection.

T07 · Volatility-sized technology exposure

Adjusts TECL position size weekly using its recent volatility, subject to an XLK long-trend gate. The final study did not qualify this rule for selection.

T08 · TECL and cash allocation

A daily TECL-and-cash allocation rule studied in the TECL v4 research. The final study did not qualify it for selection. Rule details are private.

T08 risk-filter enhancements

Tests risk filters layered onto an existing TECL-and-cash allocation rule.

T09 · Trend persistence ladder

Uses XLK's medium-term return and variance ratio to set TECL exposure at cash, half, or nearly full size. The final study did not qualify this rule for selection.

T10 · Shock exit and recovery

Combines a long-trend TECL position with rapid exits after sharp XLK losses and a staged recovery entry. The final study did not qualify this rule for selection.

T11 · Short oversold rebound

Buys a short oversold XLK reading only while its longer trend remains positive. The final study did not qualify this rule for selection.

T12 · Lower-band rebound

Waits for XLK to fall below its lower volatility band and then recover above it. The final study did not qualify this rule for selection.

T13 · Contraction breakout

Looks for an XLK volatility contraction followed by a 20-day breakout. The final study did not qualify this rule for selection.

T14 · Volume-confirmed breakout

Requires an XLK price breakout and unusually strong volume before holding TECL. The final study did not qualify this rule for selection.

T15 · Technology versus market trend

Uses XLK's strength relative to the broad market to decide whether to hold TECL. The final study did not qualify this rule for selection.

T16 · Sector confirmation sizing

Sizes TECL based on whether semiconductor and software funds confirm the technology trend. The final study did not qualify this rule for selection.

T17 · Cross-ETF confirmation

Counts trend confirmations across technology, broad growth, semiconductor, and software ETFs. The final study did not qualify this rule for selection.

T18 · Credit and rate risk brake

Applies a credit-market and rate-sensitive brake to an XLK-trend TECL allocation. The final study did not qualify this rule for selection.

T19 · Profit ratchet

Uses XLK trend for entry and TECL's own high-water mark to trim or exit after a gain reverses. The final study did not qualify this rule for selection.

T20 · Four-rule ensemble

Combines four independently tracked TECL rules in one shared-cash portfolio. The final study did not qualify this rule for selection.

TECL and cash allocation

Tests twenty daily rules for switching between leveraged technology exposure and cash.

Opening-drive continuation

Studies a longer holding window after an opening directional move.

No public result yet

Opening-drive reversal

Tests whether an early directional move reverses later in the trading session.

No public result yet

Range-compression trend

Tests directional trades after the opening range narrows and then expands.

No public result yet

ETF options wheel

Studies cash-secured puts and covered calls across QQQ and SPY wheel variants.

No public result yet

QQQ relative-strength residual

Tests option structures tied to a measured QQQ relative-strength signal.

No public result yet

A01 · Buffered momentum rotation

Rotates between QQQM and SMH using trend and momentum, with a buffer to limit switching.

A02 · Three-horizon trend votes

Sizes QQQM and SMH sleeves by how many moving-average trend tests each passes.

A03 · Risk-adjusted momentum mix

Weights QQQM and SMH by positive momentum divided by their recent volatility.

A04 · Buffered long-trend sleeves

Waits for repeated closes beyond a buffered 200-day average before entering or exiting.

A05 · Breakout with ATR risk budget

Buys new highs in QQQM or SMH with position size limited by recent price range.

A06 · Confirmed pullback rebound

Waits for an oversold setup in an uptrend and then requires a rebound confirmation.

A07 · Correlation-aware trend mix

Holds trending QQQM and SMH but cuts the weaker sleeve when their returns move too closely together.

A08 · Trend-quality weighting

Scales QQQM and SMH by how directional their recent price paths have been.

A09 · Drawdown-throttled ensemble

Follows an independent S01/S04 shadow account but reduces copied exposure as that shadow draws down.

A10 · Adaptive trend-rebound ensemble

Combines S01 and S04 while changing their budget split with trend strength.

A11 · Broad-first semiconductor allocation

Starts with QQQM and adds SMH only when semiconductor leadership is confirmed.

Opening volatility

Tests long straddles around opening drives and opening ranges.

No public result yet