The Rotation Ladder
Allocation

Two numbers turn the answer into dollars

The ladder tells you what qualifies. It does not tell you how much. That is handled by two settings that never change from day to day, plus one threshold that decides whether a trade is worth making at all.

The two settings

A floor that never moves, and a cap that never lifts

The floor is 33.33%. A third of the book stays in the dominant major no matter how many mid caps are winning. That third is the part of the account that is not allowed to chase.

The satellite cap is 25%. SUI, XRP, DOGE and HYPE can never hold more than a quarter of the book each. SOL and BNB are treated as core and have no cap of their own beyond what is left over.

The remaining two thirds is split equally between whichever coins qualified. If a satellite's equal share would land above 25%, it is cut back to 25% and the leftover flows to any qualifying core coin. If there is no qualifying core coin to take it, the leftover goes back into the major. That is the whole calculation.

The floor is a minimum, not a maximum. On a day when nothing qualifies, the major holds the entire book rather than a third of it.

Worked examples

The same rule, on a $100,000 book

Example 1, the quiet caseCrypto up, ETH leads, nothing qualifies
ETH 100%

No mid cap is beating ETH, so there is nothing to split the book with. The whole account sits in the major: $100,000 of ETH. This is the single most common outcome inside crypto.

Example 2, two core coins qualifyCrypto up, ETH leads, SOL and BNB beating it
ETH 33.33%SOL 33.34%BNB 33.33%

The floor takes $33,330. The other $66,670 splits evenly between the two winners, $33,335 each. Neither is a satellite, so the 25% cap does not apply and the book ends up in equal thirds.

Example 3, the cap bitesCrypto up, ETH leads, XRP and HYPE beating it
ETH 50%XRP 25%HYPE 25%

An even split of the free two thirds would hand each of them 33.33%, but both are satellites and stop at 25%, so $25,000 each. The $16,670 left over has no qualifying core coin to move to, so it returns to the major and ETH ends the day at $50,000.

The cap is doing exactly what it exists for: the two riskiest names in the list cannot take over the account just because they had a good week.

Example 4, four qualify at onceCrypto up, BTC leads, SOL, BNB, XRP and DOGE beating it
BTC 33.33%SOL 16.67%BNB 16.67%XRP 16.67%DOGE 16.66%

The free two thirds divided four ways is 16.67% each, comfortably under the satellite cap, so nothing is trimmed. More winners means smaller positions, not a bigger bet. That is $33,330 in BTC and $16,667 in each of the four.

When crypto is out

The mid cap layer switches off entirely and the book holds one thing. There is no blending and no partial exit.

ReadingCryptoGoldS&P 500Where $100,000 sits
Example 5DownUpUp$100,000 gold
Example 6DownDownUp$100,000 S&P 500
Example 7DownDownDown$100,000 cash, euro or dollar

Gold is checked before the S&P, so example 5 holds gold even though shares are also trending up. The ladder never asks a lower question once a higher one has answered.

Staying in

The rule that stops you trading for nothing

Prices move, so even on a day when the ladder says exactly what it said yesterday, your holdings have drifted away from the targets. Fixing that drift every single day would cost more in fees than it earns. So there is a threshold: a leg is only traded when it is at least 2% of the whole book away from its target.

LegTargetYou holdGapGap as % of bookAction
BTC$36,000$35,500$5000.46%Hold
SOL$36,000$37,000$1,0000.93%Hold
BNB$36,000$35,500$5000.46%Hold

Example 8, a $108,000 book with unchanged targets. Every gap is under 2%, so the day is a no-op. Most days look like this.

LegTargetYou holdGapGap as % of bookAction
BTC$36,000$32,000$4,0003.70%Buy $4,000
SOL$36,000$44,000$8,0007.41%Sell $8,000
BNB$36,000$32,000$4,0003.70%Buy $4,000

Example 9, the same book after SOL rallied hard. All three gaps clear the threshold, so all three trade. Total traded is $16,000.

Example 9 is the part that feels wrong and is right. Selling the coin that is working to buy the two that are not is the mechanism that keeps one lucky position from becoming the entire account before it turns.

A note on cost

Trading is not free and the system trades often enough to notice

Every rebalance pays a fee on both sides, and the gold, S&P and euro legs are perpetual contracts that also charge or pay funding for as long as they are held. Over years those costs add up to a real share of the result. The 2% band exists to keep them from adding up faster than they need to.