All Portfolios

ETF Pulse (No SQQQ)

Growth Risk

Same ETF Pulse momentum engine on nine sector ETFs — inverse SQQQ removed for cleaner live paths. Forward A/B track vs flagship ETF Pulse.

70
Diversification

Diversification

70

Volatility Profile

Low-Moderate

Horizon

Days–months

Illustrative Reference Ranges

Live market backtest unavailable. Showing educational ranges only — not live performance or a forecast.

Expected Return

98–110%

annualized

Volatility

9–12%

annualized

Net Sharpe

5.8–6.4

after paper fee + slippage

Max Drawdown

-3.3% to -4.3%

historical reference

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Daily (business days)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

MA stack 7>14>21 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Sep 2026 A/B sleeve: MA7/14/21, 1.5% trail, 9 ETFs (no SQQQ). 5y MC block P5 ~5.35; full-archive est. ~1.88 — still above promotion gate. Higher win rate, lower CAGR vs ETF Pulse with inverse.

Bull Case

Avoids 3× inverse whipsaw in choppy tape while keeping sector rotation and the same daily signal clock as ETF Pulse.

Bear Case

No crisis-beta inverse sleeve — may lag ETF Pulse in sharp selloffs. Experimental forward track; not on the featured shelf.

Behavior During Downturns

Exits to SHY as momentum breaks — no SQQQ hedge. Compare side-by-side with ETF Pulse on the demo track record.

Holdings

Investable universe scanned daily for momentum alignment. Equal weight across active positions (up to 9).

XOPSPDR S&P Oil & Gas E&P ETF
100%
Research software — not a fund or adviser. We do not take custody. Live orders stay in your brokerage. Not financial advice. Past performance does not indicate future results.