Strategy 01Active paper journal
Weekly QQQ Drawdown Switch
A weekly ETF risk switch based on QQQ's distance from its 52-week high: 50% SPY / 50% QQQ when risk-on, and 34% SPY / 33% GLD / 33% SHY when risk-off.
2022-2026 backtests
Model library
Strategies
A growing collection of transparent, rules-based investment experiments. Each strategy keeps its own method, historical record, and paper journal. For a clean year-by-year comparison, every historical calendar-year backtest begins independently with $100,000 in simulated funds; performance is not carried from one year into the next.
Open strategy
Strategy 026% target stress test
QQQ 6% Income Target
This experiment starts by investing $100,000 in QQQ, an ETF that follows many large technology companies. Each month it also sells one QQQ put option, collecting a payment called a premium in exchange for a promise to buy QQQ at a set price if it falls. The extra payment can lift returns in calm or rising markets, but the promise can create an additional loss in a sharp selloff. The 6% figure is a goal to test, not a promised return.
2022-2026 proxy backtests
Strategy 03Active paper model
QQQ/SPY Trend Switch
A two-sided trend model: own 50% QQQ / 50% SPY in healthy markets, move to short Treasuries in mixed conditions, and use a limited PSQ inverse sleeve only when both trends are clearly broken.
2022-2026 weekly backtests
Strategy 04Dividend-first paper model
Dividend Growth Core
This long-term portfolio puts dividends first: 60% SCHD aims to provide more income today, 30% DGRO owns companies with a history of raising dividends, and 10% SCHG keeps a small growth engine. The funds usually pay quarterly, not monthly. In this paper model, those payments are reinvested to grow the portfolio; a future income plan could collect them as cash and transfer a steady monthly amount, but only after allowing for taxes, uneven payments, and a cash buffer.
2022-2026 annual backtests