The traditional 60/40 (stock/bond) with a sizable 1/3 allocation to gold. Optimized by maximizing the Mean-Variance Utility monthly, with a 12 month lookback window.
| Description | Date |
|---|---|
| Last Optimization | 5/31/2026 |
| Next Optimization | 6/30/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
SPYSIM | 7.63% | $763 |
GLDSIM | 92.37% | $9,237 |
| Total | 100.00% | $10,000 |