A two-bucket, yearly-rebalanced equity portfolio mixing a broad growth/value set (W) with a quality-focused, screened mix (Super Stable) to balance risk and growth across sectors.

The strategy splits the portfolio into two main halves. The first half (W) is a broad set of individual stocks with fixed percentage weights that add up to 50% of the total portfolio. The second half (Super Stable) is a stabilized sleeve that itself divides into four subgroups: Screened, Liked, Fs, and Opt. Screened gets 40% of the 50% sleeve, Liked gets 20%, Fs gets 20%, and Opt gets 20%. Each subgroup has its own list of tickers with weights that sum to 100 within that subgroup, which then translates into specific target allocations in the overall portfolio when multiplied by the 50% sleeve. The entire portfolio is rebalanced once per year to bring actual holdings back to these targets. The tickers are individual stocks or funds (e.g., NVDA, AVGO, REGN, RSG, NFLX, etc.). This structure yields a mix of growth-oriented and quality/defensive positions across multiple sectors, with explicit diversification and a clear annual reset. Mentally, think of it as two engines running in parallel: a broad, asset-light growth/value engine (W) and a more conservative, quality-driven engine (Super Stable), both contributing half the portfolio each.

Two-bucket, yearly-rebalanced equity strategy blending Growth and Quality. Out-of-sample returns ~50%/yr vs SPY ~20%, with Sharpe ~1.48 vs 1.06 and Calmar ~1.87. Diversified, disciplined upside with controlled risk.