What our model's rule says about each ETF.
Uptogain publishes one transparent, rules-based trend model. It holds an ETF only while its momentum is positive, sizes each position by inverse volatility, and rebalances monthly — the same way for every asset in its universe. Pick a ticker to see how the rule applies to it. This is general information, not personalized advice or a recommendation to buy or sell.
The published universe
The 15 liquid ETFs the model can hold, grouped by role. Each page describes the rule as it applies to that ticker — the live target weights are on the strategy and record pages.
US Equity
3 ETFscore growth exposure — the engine of long-run return, held while its trend is intact.
Intl Equity
2 ETFsdiversification away from a single home market, added only when its own trend turns up.
Bonds
4 ETFsthe ballast the sleeve rotates toward when risk assets break their trend — a place to wait, not a bet.
Commodities
4 ETFsa real-asset and inflation hedge that earns a slot only during genuine, sustained upmoves.
Real assets
1 ETFincome-oriented real-asset exposure, held while trending and stepped aside when it isn't.
Cash / FX
1 ETFa defensive, cash-like line the model can lean on when very little else is trending.
One rule, applied the same way to all of them
There is no per-ticker judgment call and no personalized view. The same public rule runs across the whole universe.
Hold only what's trending
Each ETF is held only while its 3-, 6-, and 12-month momentum is positive. Winners are kept; laggards are dropped.
Long or flat, never short
A broken trend means a weight of zero — never a short, never leverage. The weight rotates to cash or short-term treasuries.
Reviewed monthly
Positions are inverse-volatility weighted and reviewed once a month. A few trades — no day-trading, no overnight surprises.
No live per-ticker signal is published here.These pages explain the rule, not this month's call on any one ETF. The model's current target allocation is on the strategy page, and its week-by-week paper results are on the record page. There is no real-money track record — everything shown is backtested or paper, and labeled as such.