Mercury Strategy

A regime-based leveraged ETF strategy that adapts its positioning across bull, sideways, and bear markets using proprietary regime detection signals.

What This Page Covers

This page explains the Mercury leveraged ETF strategy framework. You'll learn about the regime detection system, how leveraged ETF decay works, and how the portfolio adapts its positioning across different market environments.

1

Strategy Overview

Core Concept

Leveraged ETFs like TQQQ (3x) suffer from daily rebalancing drag. Over time, this drag erodes their value relative to the underlying index. Mercury uses a proprietary multi-signal regime system to differentiate between bull, sideways, and bear markets — going long during uptrends and shorting leveraged ETFs during sideways and bear conditions to capture decay.

QQQ long position as the core directional bet
TQQQ flips long/short based on regime detection
Proprietary regime system with 3 distinct market states
Only 2 instruments traded: QQQ, TQQQ

Current Configuration

UniverseQQQ, TQQQ
Strategy TypeLong/Short ETF
Regime DetectionProprietary Multi-Signal
Market StatesBull / Sideways / Bear
AllocationProprietary Per-Regime
RebalancingOn regime change
2

Regime Detection System

How Regimes Are Detected

The strategy uses a proprietary combination of trend, volatility, and directional strength signals to classify the market into one of three regimes. Each regime triggers a different allocation profile optimized for that market environment.

BULL Regime

  • Strong uptrend confirmed by multiple signals
  • Low volatility environment
  • Long QQQ + long TQQQ for leveraged upside
  • Proprietary fast filter gates TQQQ entry/exit within bull regime

SIDEWAYS Regime

  • Low directional strength detected
  • Market choppy but not in freefall
  • Short TQQQ to capture leveraged decay
  • Choppy markets maximize leveraged ETF decay

BEAR Regime

  • Strong directional move down detected
  • Or significantly below trend
  • Defensive positioning with lighter short exposure
  • Directional bear moves can reverse sharply
3

Leveraged ETF Decay

Why Leveraged ETFs Decay

Leveraged ETFs reset daily. If QQQ goes up 1% then down 1%, it's roughly flat. But TQQQ (3x) goes up 3% then down 3%, losing about 0.09% due to compounding. Over months and years, this drag compounds significantly.

By shorting TQQQ during sideways and bear markets, the strategy profits from this mathematical certainty. During strong bull markets, TQQQ flips to a long position to ride 3x leveraged momentum alongside QQQ.

Risk Considerations

Shorting leveraged ETFs carries specific risks that must be managed carefully:

Short squeezes during violent market moves
Borrow costs and margin requirements
Strong trending markets can cause short-term losses
Regime switches require portfolio restructuring
4

Trade Execution

Regime-Based Execution

Trades are executed when the regime changes or when intra-regime filters trigger. The strategy flattens positions during regime transitions and re-enters based on the new regime's allocation rules.

1

Regime Detection

At each market close, proprietary trend, volatility, and directional strength signals are evaluated to classify the market as BULL, SIDEWAYS, or BEAR.

2

Position Sizing

Capital is allocated according to the regime's proprietary rules. Each regime has optimized QQQ and TQQQ allocations with the remainder held in cash.

3

Execution at Open

All trades execute at the next day's open price. During regime switches, existing positions are flattened first, then new positions are established.

Important Disclaimer

All performance figures are based on historical backtesting and are hypothetical. Past performance does not guarantee future results. This strategy involves short selling leveraged ETFs, which carries significant risk including unlimited loss potential on short positions. The backtest assumes shares are available to borrow and does not account for borrow costs or margin requirements. Real-world trading will differ materially. This is educational content, not investment advice.