Process-driven strategies, engineered for repeatable outcomes.
Each Rebellion strategy is rules-based, transparent, and delivered through model portfolios or Separately Managed Accounts. Clients see every position, every trade, every line item.
Equity Strategies
Rules-based equity portfolios designed for repeatable exposure to large-cap markets.
Rebellion Large Cap 25
Own the S&P 500 with discipline. Twenty-five carefully screened names, equally weighted, no single-stock bets.
An equal-weighted, periodically rebalanced portfolio of 25 names systematically screened from the S&P 500. Designed to deliver large-cap exposure without single-name concentration. Holdings updated at the end of each calendar year.
Rebellion Large Cap Value Dividend
Dividend-paying value stocks with healthy balance sheets, equally weighted so no single name dominates the portfolio.
A portfolio of 50 value stocks selected through proprietary screens of the S&P 500 for capital return characteristics, dividend yield, and balance sheet quality. Periodically rebalanced.
Option Income Strategies
Premium capture and income generation through systematic option writing. Two streams of income, full SMA transparency.
Rebellion Large Cap Put Write
Generate income by systematically selling insurance on the S&P 500. Section 1256 tax treatment means most of the income is taxed at long-term rates.
A rules-based put writing strategy on the S&P 500 using SPX and Mini-SPX (XSP) option contracts. Section 1256 contracts eligible for 60/40 tax treatment. Weekly rebalancing with conditional decision logic. Designed to outperform the CBOE Buy Write Index and XYLD.
Rebellion Small Cap Put Write
Generate income by systematically selling insurance on the Russell 2000. Same tax-advantaged structure as the large cap version.
A rules-based put writing strategy on the Russell 2000 using MRUT (Mini-Russell 2000) options. Section 1256 60/40 tax treatment. Weekly rebalancing. Designed to outperform RYLD and the CBOE Buy Write Index.
Rebellion QQQ Put Write
Generate income by systematically selling insurance on the NASDAQ 100.
A rules-based put writing strategy on the NASDAQ 100 using QQQ option contracts. Weekly rebalancing with conditional logic. Designed to outperform QYLD Global X NASDAQ 100 Covered Call ETF.
Rebellion Global ETF Covered Call
Globally diversified equity exposure that earns income two ways: ETF dividends and option premiums collected for selling calls.
A globally diversified ETF portfolio overlaid with systematically written call options. Two income streams: option premium plus underlying ETF dividends. Designed to compound income with reduced equity beta.
Differentiated Alternatives
Hedge-fund-grade strategies for institutional allocators and ultra-high-net-worth families seeking non-correlated returns.
Rebellion Asset Management, LLC is an Illinois State Registered Investment Adviser. Performance figures available upon request to qualified investors. Rebellion Swarm Active Trading Strategies results are hypothetical, backtested, and do not reflect live trading. Inquire for more information. Past performance, whether actual or hypothetical, is not indicative of future results.