Annually maximizes the diversification ratio with a 1 month lookback for a portfolio aiming to capture the benefits of asset class diversification through a global factor-tilted allocation, a concentrated inflation hedge sleeve (Bitcoin & Gold), and a concentrated tech/semiconductor sleeve (SMH).
| Description | Date |
|---|---|
| Last Optimization | 12/31/2025 |
| Next Optimization | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| GLD | 50.68% | $5,068 |
| SMH | 12.83% | $1,283 |
| DGEIX | 25.82% | $2,582 |
| BTC-USD | 10.67% | $1,067 |
| Total | 100.00% | $10,000 |