Strategies
Systematic, rules-based. No discretion, no narrative.
Systematic momentum strategy on US large-cap equities with a profitability filter and market regime overlay. GLD hedge in bear markets. Monthly rebalance.
Systematic 6-month momentum strategy on UK large-cap equities. Profitability filter, FTSE 100 regime overlay. Monthly rebalance, 7 stocks equal weight.
Trend-following system for Bitcoin. Invested 33% of the time, avoids major crashes.
Quality + growth factor strategy on US equities. Ranks stocks by ROIC, net income growth, FCF growth, and FCF margin. Monthly rebalance, 10 stocks equal weight.
Gold miners as a leading indicator for Gold & Silver. One rule, checked every Friday. Invested 35% of the time.