A 1.75x levered basket consisting of large cap growth, long term treasuries, gold and trend-following with a stack of small cap value stocks.
| Description | Date |
|---|---|
| Last Optimization | 12/31/2025 |
| Next Optimization | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
QQQSIML=3 | 10.95% | $1,095 |
GLDSIML=3 | 9.48% | $948 |
TLTSIML=3 | 8.73% | $873 |
VBRSIM | 26.78% | $2,678 |
KMLMSIM | 44.06% | $4,406 |
| Total | 100.00% | $10,000 |