A highly diversified global portfolio that mixes stocks, unconventional bonds, and many alternatives, while also rotating into the 3 strongest stock sectors based on recent performance.

This portfolio spreads money across 3 buckets: 40% stocks, 20% income investments, and 40% alternatives. For stocks, it mixes U.S., foreign, and emerging-market funds, with a tilt toward companies that reward shareholders through dividends, stock buybacks, or debt reduction. It also owns innovation-focused global companies. Half of the stock sleeve is more tactical: it looks at 11 global sectors and buys the 3 that have gone up the most over roughly the last 200 trading days. The income sleeve avoids a plain government-bond approach. Instead it uses inflation-protected bonds, green bonds, asset-backed debt, preferred securities, and a small stake in litigation finance. The alternatives sleeve is broad: hedge-fund-like strategies, private equity/debt, commodities, precious metals, crypto, managed futures, and a crash hedge.

Low-beta, diversified mix of equities, inflation-aware bonds, and alternatives. Out-of-sample return about 4.06% with beta ~0.66 and Calmar ~0.98, offering diversification and risk control vs. the S&P 500’s single-market exposure.