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Strategies

Reference strategy catalog.

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

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Sharpe ratioCAGRMax drawdownMinimum duration
Risk profile
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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 allocationSelected

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