Trading Plans Overview

This page is the map of the whole system. Master Rulebook does not use one strategy all the time; it chooses a plan based on the current regime, which is just a structured way of saying "what kind of market are we in right now?"

If terms like delta, DTE, profit factor, or regime are unfamiliar, see the Glossary.

The system has a plan for every market condition. No guessing, no hoping.

Regime → Plan Routing

The routing logic comes first because the "why" is simple: the same trading setup behaves very differently in a bull market, a sideways market, and a crash. Master Rulebook tries to trade each environment with the tool built for it.

Bull (>+2%)           → Plan M (swing trades, OVTLYR signals)
Choppy (-2% to +2%)   → Plan H (day trading, H9 EMA21 pullback)
Crash (<-4%) + RV≥15% → Plan C (EMA stack shorts, SPY only)
Crash + SPY 20d≤-5%   → Plan Alpha (mean reversion calls, S&P 500 stocks)
Crash + RV<15%         → Sit out (slow grind, no edge)
Transition (-4% to -2%)→ Sit out (recovery risk)
Nothing set up         → SICADFU (park in SGOV)

RV means realized volatility, which tells the system whether a selloff is violent enough for the crash short plan to have an edge.

Plan Comparison

This table is the quickest way to understand how different the plans really are: intraday versus multi-day, aggressive options versus defensive ETF shares, and high-frequency versus rare high-quality setups.

Plan	Timeframe	Instrument	Risk	Avg Hold	Backtest PF
H	5-min intraday	0.43Δ options	6%	1-2 hours	1.50
M	Daily swing	0.80Δ options	5%	17.5 days	1.85
C	2-min intraday	0.43Δ puts	5%	1 day	N/A
Alpha	Daily	0.30Δ calls	$3,500 flat	4-5 days	2.68
ETF	Daily swing	3x ETF shares	All cash	Variable	N/A

Delta is the option's directional sensitivity. Higher delta options behave more like the stock. Lower delta options are cheaper but need bigger stock moves to pay off.

When Each Plan Fires

The trigger timing matters because each plan looks at a different market rhythm.

• Plan H: 09:40-11:00 ET, AM session only. 2 signals per day max.
• Plan M: Screener runs daily 5:55/6:05 PT. Signals valid 5 trading days.
• Plan C: Single entry at 10:30 ET during crash regime.
• Plan Alpha: Screener runs 1:30 PM PT. First 2 signal days per crash episode.
• Plan ETF: Enter anytime conditions are active, exit on signal reversal.