Portfolios (1 through 6)

Portfolio 1

Tactical Capital Preservation
This portfolio's primary objective is capital preservation with a secondary objective of maintaining purchasing power. For investors seeking an active approach to minimize risk and/or investors with a short time horizon. 

Model Returns 12/71-12/17

  • Annualized Return: 7.13%

  • Annualized Real Return: 3.15%

  • Maximum Drawdown: 5.22%

  • Annualized Volatility: 4.01%

  • Sharpe Ratio: 0.59

Description

Money Market 

Ultra Short Term Bonds 

Short Term Bonds 

Interm Term Bonds 

Domestic Stocks 

Precious Metals 

Asset

90-day T-Bill 

1-year Treasury 

3-year Treasury

10-year Treasury

S&P 500 TR

Gold

ETF

BIL

SHV 

BSV

IEF

VTI

GLD

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