Portfolio Performance Journey
See how our systematic portfolio approaches have performed over time. Data shows normalized growth trajectories without revealing exact fund constituents.
Normalized performance showing systematic rebalancing discipline
System Performance Details
Focus on current income with capital preservation
Asset Categories:
Equity Income (50%) • Fixed Income (40%) • Alternatives (10%)
Balanced growth with factor tilts
Asset Categories:
Domestic Equity (60%) • International (25%) • Fixed Income (15%)
Traditional portfolio with digital asset allocation
Asset Categories:
Traditional Assets (90%) • Digital Assets (10%)
Interest rate positioning with Treasury focus
Asset Categories:
Short Duration (40%) • Long Duration (40%) • Cash (20%)
All systems follow systematic rebalancing rules that remove emotional decision-making and maintain target allocations through market cycles.
Each system incorporates specific risk controls through diversification, position sizing, and systematic rebalancing triggers.
Different systems target different investor needs: current income, long-term growth, inflation hedging, or interest rate positioning.
Important Performance Notes
- • Performance data is normalized and does not reflect actual fund returns
- • Past performance does not guarantee future results
- • All investing involves risk of loss
- • Actual implementation may vary based on timing, costs, and market conditions
- • Results shown before fees, taxes, and transaction costs
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