A quarterly-rebalanced, actively managed mix of six funds (two Miller Value Partners, inflation beneficiaries, a focused trust, an enhanced-income ETF, and an enhanced S&P 500 sleeve) designed to blend growth, income, and inflation protection through a diversified, manager-driven approach.

This portfolio is built from six different funds and rebalanced every quarter to keep the target weights: MVPL 5%, MVPA 25%, INFL 25%, FUND 25%, HIGH 5%, and GSPY 15%. Each fund brings a distinct style: MVPL is a levered value-focused strategy from Miller Value Partners; MVPA is another Miller Value Partners fund aiming for appreciation; INFL targets assets that tend to perform during inflation; FUND is an actively managed closed-end fund focusing on U.S. stocks; HIGH seeks higher current income using options-like strategies; GSPY provides enhanced exposure to the S&P 500. The quarterly rebalance ensures the mix stays aligned with the plan, re-aligning weights if some components rally or lag. The intent is to combine growth potential, income, and inflation protection while spreading risk across different managers and approaches. Note: levered and non-traditional funds add complexity and risk, and closed-end funds can trade at premiums or discounts to underlying value. Overall, the strategy emphasizes active selection, diversification across investment styles, and a disciplined, time-based rebalancing rule to seek a balanced mix of growth, income, and inflation resilience rather than a single-market bet.

Diversified, inflation-ready, quarterly-rebalanced strategy with strong risk-adjusted performance: ~14.7% annualized return, Sharpe ~0.87, max drawdown ~18.5%, Calmar ~0.79—competitive to SPY with added inflation resilience.