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 based on a lookback of 3 months, maximizing the Omega ratio.
| Description | Date |
|---|---|
| Last Optimization | 3/31/2026 |
| Next Optimization | 4/30/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| GLD | 11.02% | $1,102 |
| ^NDX | 8.72% | $872 |
| DFSVX | 7.78% | $778 |
| DISVX | 17.64% | $1,764 |
| VUSTX | 54.85% | $5,485 |
| Total | 100.00% | $10,000 |