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Promote dynamic TQQQ volatility delever#111

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Pigbibi merged 1 commit into
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codex/tqqq-dynamic-vol-qqqm
Jun 9, 2026
Merged

Promote dynamic TQQQ volatility delever#111
Pigbibi merged 1 commit into
mainfrom
codex/tqqq-dynamic-vol-qqqm

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@Pigbibi Pigbibi commented Jun 9, 2026

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Summary

  • switch the TQQQ growth-income unlevered sleeve default from QQQ to QQQM while keeping QQQ as the signal benchmark
  • promote the volatility-delever gate from fixed 28% to rolling 252d p90, bounded to 24%-36%, with fixed 28% as warm-up fallback
  • expose effective dynamic threshold diagnostics through entrypoints and execution annotations

Tests

  • PYTHONPATH=/home/ubuntu/Projects/UsEquityStrategies/src /home/ubuntu/Projects/UsEquitySnapshotPipelines/.venv/bin/python -m unittest tests.test_strategy_plans tests.test_entrypoints.StrategyEntrypointTests.test_tqqq_growth_income_entrypoint_maps_target_values_without_platform_layout tests.test_entrypoints.StrategyEntrypointTests.test_tqqq_growth_income_defaults_to_dynamic_dual_drive_live_profile tests.test_entrypoints.StrategyEntrypointTests.test_tqqq_growth_income_entrypoint_uses_live_dual_drive_config tests.test_entrypoints.StrategyEntrypointTests.test_tqqq_growth_income_entrypoint_accepts_qqqm_unlevered_sleeve
  • /home/ubuntu/Projects/UsEquitySnapshotPipelines/.venv/bin/python -m py_compile src/us_equity_strategies/strategies/tqqq_growth_income.py src/us_equity_strategies/entrypoints/init.py src/us_equity_strategies/manifests/init.py src/us_equity_strategies/catalog.py tests/test_strategy_plans.py tests/test_entrypoints.py

@Pigbibi Pigbibi merged commit c5126e0 into main Jun 9, 2026
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@Pigbibi Pigbibi deleted the codex/tqqq-dynamic-vol-qqqm branch June 9, 2026 05:25

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TQQQ_GROWTH_INCOME_PROFILE: {
"benchmark_symbol": "QQQ",
"managed_symbols": ("TQQQ", "QQQ", "BOXX", "SCHD", "DGRO", "SGOV", "SPYI", "QQQI"),
"managed_symbols": ("TQQQ", "QQQM", "BOXX", "SCHD", "DGRO", "SGOV", "SPYI", "QQQI"),

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P1 Badge Keep legacy QQQ sleeve managed during migration

When an account already holds the old default unlevered sleeve (QQQ), removing it from managed_symbols makes the entrypoint/plan stop targeting or selling that position while total_equity still includes its value. In that upgrade scenario the strategy will allocate new TQQQ/QQQM/BOXX targets off the full account equity but leave the existing QQQ holding unmanaged, producing excess NASDAQ exposure instead of rotating the sleeve to QQQM. Include QQQ as a managed/sell-only legacy symbol or otherwise emit a zero target until old holdings are liquidated.

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