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Plan ETF — Defensive Index Play
Regime Market is bullish but no individual stock setups exist
Symbols TQQQ, SPXL
Instrument Shares only: TQQQ (3x QQQ) and/or SPXL (3x SPY), not options
Risk All available cash

Plan ETF is the fallback plan for bullish conditions. The idea is: if the overall market looks healthy but the stock-specific setup quality is weak, keep exposure simple and broad instead of forcing lower-quality individual trades.

Entry — TQQQ

The plan wants leveraged index exposure only when the underlying market is already behaving well and price is not badly extended.

  1. Uptrend in QQQ
  2. QQQ buy signal (OVTLYR)
  3. QQQ heatmap < 70 (direction doesn't matter)
  4. Price between 20 EMA and 2 ATR over 20 EMA ("Value Zone")
  5. Order blocks > 2% away (at least 30 calendar days old)

EMA is a faster-moving trend average. ATR measures normal price movement. An order block is a prior supply/demand zone that can act like resistance or support. See the Glossary.

Entry — SPXL

Same rules, applied to SPY instead of QQQ.

Exit Signals

Close if ANY occur, then go to SICADFU:

  1. Sell signal on underlying (QQQ/SPY)
  2. 10/20 bearish cross on underlying
  3. 30 Day+ order block hit
  4. Close price > 3 ATR above 20 EMA (overextended)

In plain English, the exit is looking for either trend damage or the market getting too stretched to justify staying in.

Backtest

TQQQ with QQQ signals: $100K → $954K (+854%), vs QQQ B&H +180%, TQQQ B&H +343%. Max DD -27.7%, Sharpe 1.25.