Strategies

Reference strategy catalog.

Review long-run allocation templates, compare risk bands, and inspect normalized curves in one consistent workspace.

Golden Butterfly

Diversified permanent allocation blending stocks, small-cap value, long bonds, short bonds, and gold.

Defensive8y minimum

CAGR7.8%

Volatility8.1%

Sharpe0.74

Max DD-15.4%

Worst year-10.2%

Duration8y

Multi-asset strategic mixSelected

Ray Dalio All Weather Portfolio

Risk-balanced mix designed to stay resilient across growth, recession, inflation, and deflation regimes.

Defensive7y minimum

CAGR7.4%

Volatility8.9%

Sharpe0.66

Max DD-17.8%

Worst year-12.4%

Duration7y

Multi-asset strategic mixView details

Permanent Portfolio

Equal-weight structure built to tolerate broad macro shifts with low turnover and simple rebalancing.

Defensive7y minimum

CAGR6.4%

Volatility7.3%

Sharpe0.63

Max DD-13.2%

Worst year-8.7%

Duration7y

Multi-asset strategic mixView details

Three-Fund Portfolio

Boglehead-style allocation using domestic equities, international equities, and investment-grade bonds.

Balanced6y minimum

CAGR7.2%

Volatility10.2%

Sharpe0.59

Max DD-21.9%

Worst year-16.3%

Duration6y

Balanced stock-bond allocationView details

60/40 Global Stocks + Bonds

Classic balanced portfolio that smooths equity risk with high-quality fixed income.

Balanced6y minimum

CAGR6.8%

Volatility9.7%

Sharpe0.57

Max DD-20.5%

Worst year-15.1%

Duration6y

Balanced stock-bond allocationView details

70/30 MSCI World + MSCI Emerging Markets ETFs

Simple equity-only allocation with a developed-market core and a larger emerging-markets sleeve for long-term growth.

Growth10y minimum

CAGR8.9%

Volatility14.8%

Sharpe0.56

Max DD-33.6%

Worst year-24.8%

Duration10y

Equity-led global allocationView details