This portfolio employs a strategic approach to buying and selling positions, aiming to outperform a conventional buy-and-hold strategy for the general market with reduced volatility. Essentially, it operates similarly to SleepWell but incorporates leveraged assets. This ETF presents a viable alternative and complementary option for long-term position investors who may have idle cash that requires active management.

Similar to SleepWell, this portfolio allocates its entire investment to the market at all times but selectively adjusts its allocations on a weekly basis.

Beneath the surface, this portfolio utilizes a momentum indicator to categorize assets and then employs a minimum variance allocation strategy to determine the appropriate size for asset positions. It employs a 6% stop loss on the portfolio but will re-enter at the next signal or the commencement of week trading.

The following ETFs are utilized, the majority of which are leveraged:

The use of UUP is mostly done to allow the strategy to find a neutral stance. Cash could be used here but over history UUP is better.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each asset’s allocation can achieve. On the Trades tab is the historic trading record. Note though, the profit column indicates the profit to that one trade and not the portfolio as a whole.