A stock replacement/complement strategy designed to rotate between various segments of the equity markets and avoid equity market segments that are struggling(Example: value/growth, US/Int/Emerging, Sectors, industries, Factors, etc.) coupled with long/short futures exposure to help preserve down market cycles. The rules-based strategy is designed to have lower correlation when needed with similar to lower volatility  compared to the equity markets.

A bond replacement/complement strategy that is long a series of global high dividend portfolios using futures to neutralize the beta exposure. The portfolio is designed to achieve bond like volatility of 5-7% with a current income of over 4%.  The rules-based strategy is designed to have low to negative correlation to the bond markets.

A bond replacement/complement strategy designed to rotate between many income producing segments of the bond markets and avoid income market segments that are struggling. The rules-based strategy is designed to go anywhere to advance performance and to preserve downside risks during periods of struggling markets.