Fortress Core

A permanent core of never-sell quality compounders, broad 2× ETFs, and a TQQQ sleeve that runs Leverage Rotation on a slice. No standing cash reserve: dip-buying comes from a larger monthly DCA contribution, not idle capital waiting on the sideline. Recommended for a taxable account: never realizing gains is the whole edge, which a Roth or Traditional IRA already gets for free; Fortress Core exists specifically to bring that same tax efficiency to money that isn't sheltered.

Split your monthly contribution across your compounders

Not investment advice. This page shows the methodology's transparent logic, not a proven or guaranteed return. Trading leveraged ETFs and individual equities involves substantial risk of loss.

Taxable · Portfolio Methodology

Own the core. Hold forever. Deploy the dips.

No daily signal of its own: the never-sell core has no in/out state to track.

2× Broad ETFs: Hold Forever (example tickers)

QLDUPROROM

Never sell. Add on dips. Any broad 2x index ETF works; these are illustrative, not prescriptive.

Quality Compounders: Never Sell (example tickers)

VMACOSTASMLBRK/BMETAFICOTPLMSFTSPGINEMAMZN

A sample basket, not a fixed list: pick your own quality compounders to this weight.

TQQQ Sleeve: Leverage Rotation on a Slice

~15-20% of the core, following the same 200-day filter as Leverage Rotation. Monthly DCA deploys the (increased) contribution into the most beaten-down positions during drawdowns.

Never realizes gains: fits in the taxable account.

Trigger Rules

Monthly DCARank all positions by % below 52-week high. Deploy the contribution into the top 2 (70/30 if one is 2× more beaten down).
25-35% drawdownBroad market 25-35% below its high → increase the monthly contribution roughly 1.5x-2x normal. No standing cash reserve to deploy: the larger contribution is the dip-buying budget.
Never sellNo taxable position is ever sold. No stop losses. No rebalancing out of winners.

← Leverage Rotation (the sleeve this core reuses)All strategies