Finally fixed the math that was nagging me.
The greenish-gold line is best for a bull market configuration.
In any case, current confiuguration calls for:
100% long Mousetrap stocks.
10% long XLF
50% short XLK
What was nagging me was the problem that I will have to adjust the long positions AND the short positions in a bear market, instead of just one. I'll have to work out an easily readable way of presenting it but for now I've added a 10% long position in XLF and dropped the XLK short position to 50%.