Yeah I believe stock/ETF rotation (especially with no leverage) are quite different from futures/CFD/forex strategies in the sense of how you look at the realised and unrealised profits.

Here I need to look at cost of my overall portfolio - what I don't have yet is when I rotate one component between risk-on/risk-off, I need to rebalance the two other components so they take 33% of the portfolio each.

I plan to add in next versions.