Legacy Allocation · Product
Quantitative Rotation: Bitcoin + Technology, with risk control
A systematic model that interprets the market regime to decide when to prioritise Bitcoin, when to rotate into Technology and when to reduce exposure to preserve capital.
It is not another “Buy & Hold”. It is a model that reads the market regime and acts accordingly to be in the right asset at the right time. The Bitcoin + Technology combination offers two complementary return engines, and the rotation adds a layer of discipline to avoid getting stuck in unproductive periods.
Favourable to Bitcoin
The model prioritises Bitcoin exposure as the main return engine.
Market not compensating
Rotation to Technology (EQQQ) or reduction of risk exposure.
Historical context
Two samples, same philosophy.
Investment universe
What each product is
Bitcoin
BTC_EUR
Bitcoin exposure in European format, designed to replicate Bitcoin’s variation and traded on European markets.
Technology
EQQQ
European ETF replicating the Nasdaq-100, concentrated in technology, growth and leading innovation companies.
Bitcoin
IB1T
European Bitcoin vehicle designed to offer exposure to the asset with European trading.
Key point
The system logic does not change: the Bitcoin instrument is replaced for availability and history reasons, but the decision engine and the quantitative framework remain consistent.
How it works
How it works in simple terms
The model analyses data daily and classifies the market regime: favourable, neutral or defensive. From this it decides what risk to take and when it does not make sense to force exposure.
Read the regime
Classifies the environment with daily quantitative rules, without discretion or subjective interpretation.
Prioritise Bitcoin
When the regime is favourable to Bitcoin, the model assigns it the main role as return engine.
Rotate to Technology
When Bitcoin does not offer attractive conditions, it seeks an efficient alternative in EQQQ.
Reduce risk
When the market does not compensate, it reduces exposure and prioritises caution to avoid destructive phases.
Complementarity
Why Bitcoin and Technology pair so well
Bitcoin and Technology share sensitivity to “risk-on”, but do not lead phases simultaneously. This is where the value of rotation lies: combining two engines that do not always activate together and adding discipline to avoid getting stuck in unproductive periods.
Bitcoin: intensity and momentum
Bitcoin typically moves with much more intensity in impulse and sentiment phases. When the regime cooperates, it can become the main return engine.
Technology: more persistent trends
EQQQ tends to capture broader and more sustainable cycles in technology and growth, with a different structure from the crypto asset.
Rotation: capital efficiency
The rotation between both seeks to exploit opportunities when they arise and withdraw when risk stops being rewarded.
Full reporting
Full transparency of model behaviour
Access to a complete report with equity, drawdowns, operational frequency, exposure and monthly performance to clearly assess how the strategy reacts in different market cycles.
Equity and continuity BEFORE/AFTER
Continuous model view with homogeneous capital base linking both samples to show operational continuity.
Drawdown and system stress
Clear assessment of how the strategy reacts in difficult phases and how much it avoids compared to static exposures.
Final metrics
Comparative summary of CAGR, drawdown and key metrics against benchmarks or alternative approaches.
Monthly returns heatmap
Visual assessment of system consistency and how performance distributes across different cycle moments.
Access the full reporting
Equity, drawdowns, exposure and monthly performance for professional model evaluation with traceability.
Important legal information
Legacy Allocation presents a quantitative tactical allocation model for exclusively informational and educational purposes. The content of this website is aimed at professional evaluation and should not be interpreted as personalized financial advice or as an offer or solicitation of financial instruments.
Nature of the content
- Material of an informational, educational and analytical nature.
- Does not constitute personalized investment advice.
- Does not imply any offer, recruitment or marketing directed at retail investors.
Target audience
- Content aimed at asset managers, EAFs, family offices and supervised entities.
- Not intended for the general public or retail investors.
- Any eventual implementation must be channeled through regulated entities.
Results, backtests and simulation
- Historical results, simulations and backtests do not guarantee future returns.
- There is a risk of partial or total loss of capital.
- The simulator reflects a static historical series updated to February 10.
User responsibility
- The user must carry out their own independent assessment.
- Legacy Allocation does not provide individualized financial advice.
- Each investment decision rests exclusively with the user or their entity.
By contacting through this website, it is understood that you are acting as a sector professional or on behalf of an entity interested in analyzing the strategy within the framework of due diligence or professional evaluation.