World’s most popular growth fund paired with global small cap value. Gold and long term treasuries aim to provide an uncorrelated return stream and crash protection. Optimized monthly by maximizing the Omega Ratio with a lookback window of 3 months.
| Description | Date |
|---|---|
| Last Optimization | 4/30/2026 |
| Next Optimization | 5/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| ^NDX | 4.56% | $456 |
| DFSVX | 9.69% | $969 |
| DISVX | 18.79% | $1,879 |
| GC=F | 11.96% | $1,196 |
| VUSTX | 55.01% | $5,501 |
| Total | 100.00% | $10,000 |