Curated Model Portfolios
Professional-grade multi-asset strategies enhanced with AlgorithmicFIRE trend-following. These portfolios represent the next generation of risk management for the modern investor.
Conservative Income
A preservation-focused 20/80 income portfolio. This high-quality fixed income strategy combines 80% short-duration bonds with 20% broad-market equities to provide stable returns and capital stability.
- VTI: Vanguard Total Stock Market Index Fund ETF (20%)
- BSV: Vanguard Short-term Bond Index Fund ETF (80%)
Wealth Preservation
An ultra-defensive asset allocation strategy emphasizing short-term Treasury bonds and gold. Designed to protect capital and maintain nominal value during periods of high market volatility and economic uncertainty.
- IAU: iShares Gold Trust (20%)
- BSV: Vanguard Short-term Bond Index Fund ETF (70%)
- VTI: Vanguard Total Stock Market Index Fund ETF (10%)
Absolute Return Core
A resilient four-pillar strategy across stocks, long-term bonds, gold, and short-term treasuries. This multi-asset allocation provides a defensive foundation designed for absolute returns in varying economic regimes.
- SPY: SPDR S&P 500 ETF Trust (25%)
- TLT: iShares 20+ Year Treasury Bond ETF (25%)
- IAU: iShares Gold Trust (25%)
- ISTB: iShares Core 1-5 Year USD Bond ETF (25%)
Classic 60/40
The professional-grade standard balanced portfolio. Combines 60% global equities with 40% aggregate bonds to provide diversified exposure and a favorable balance between risk and long-term capital growth.
- SPY: SPDR S&P 500 ETF Trust (60%)
- AGG: iShares Core U.S. Aggregate Bond ETF (40%)
Two-Fund Core
A high-performance simplified indexing strategy: 60% Total US Stock Market and 40% Total Bond Market. Designed for efficient exposure to the core drivers of domestic economic growth and fixed income stability.
- VTI: Vanguard Total Stock Market Index Fund ETF (60%)
- BND: Vanguard Total Bond Market Index Fund ETF (40%)
Three-Fund Core
A comprehensive passive core strategy using Total US Stock Market, Total International Stock, and Total Bond Market funds. Offers maximum diversification with ultra-low-cost professional building blocks.
- VTI: Vanguard Total Stock Market Index Fund ETF (60%)
- VXUS: Vanguard Total International Stock Index Fund ETF (20%)
- BND: Vanguard Total Bond Market Index Fund ETF (20%)
Dynamic Risk Parity
A sophisticated multi-asset strategy designed to achieve stable growth across inflation, deflation, and growth regimes. Dynamically balances risk across equities, treasuries, gold, and commodities.
- VTI: Vanguard Total Stock Market Index Fund ETF (30%)
- TLT: iShares 20+ Year Treasury Bond ETF (40%)
- IEF: iShares 7-10 Year Treasury Bond ETF (15%)
- IAU: iShares Gold Trust (8%)
- PDBC: Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (7%)
Diversified Growth Tilt
A growth-oriented multi-asset strategy with a targeted Small-Cap Value tilt. Provides broad market exposure across equities, bonds, and gold while capturing the historical premium of small-cap investing.
- VTI: Vanguard Total Stock Market Index Fund ETF (20%)
- IWM: iShares Russell 2000 ETF (20%)
- TLT: iShares 20+ Year Treasury Bond ETF (20%)
- ISTB: iShares Core 1-5 Year USD Bond ETF (20%)
- IAU: iShares Gold Trust (20%)
Global Momentum Growth
A high-conviction strategy balancing Nasdaq-100 growth and international equity leadership with long-term Treasury protection. Dynamically rotates exposure to capture global momentum while utilizing Treasuries as a tactical volatility hedge.
- QQQ: Invesco QQQ Trust Series 1 (33%)
- VEA: Vanguard FTSE Developed Markets ETF (33%)
- TLT: iShares 20+ Year Treasury Bond ETF (34%)
Aggressive Alpha Momentum
An aggressive, high-performance strategy utilizing 3x leveraged Nasdaq exposure for enhanced growth potential. Balanced with equal-weight S&P 500 and high-yield credit to capture tactical momentum while mitigating traditional market cap bias.
- TQQQ: ProShares Ultrapro QQQ (3x Leveraged NASDAQ 100) (15%)
- RSP: Invesco S&P 500 Equal Weight ETF (25%)
- SHYG: iShares 0-5 Year High Yield Corporate Bond ETF (30%)
- VEA: Vanguard FTSE Developed Markets ETF (30%)