Simple Defensive Core

A free capital-preservation blend: tactical permanent portfolio, Golden Butterfly, and a gold risk-parity sleeve.

Simple blend1xMonthly rebalancemoderateFree clone

Thesis

The most defensive free template, built for low volatility and shallow drawdowns. Combines a tactical Permanent Portfolio, the Golden Butterfly, and a gold plus small-cap-value risk-parity sleeve.

Backtest

1987-12-31 to 2026-05-29

CAGR

7.1%

Total Return

1301.1%

Sharpe Ratio

1.21

Sortino Ratio

2.02

UPI

2.30

Max Drawdown

-14.0%

Longest DD

38 mo

Volatility

5.8%

Calmar Ratio

0.51

Best Month

5.4%

Worst Month

-4.8%

Win Rate (Daily)

64.9%

Profitable Mo.

64.9%

Years

38.4

Current Allocation

GLDM

VIOV

BIL

SPY

GLDM26.7%

VIOV19.0%

BIL17.5%

SPY15.8%

IWN7.0%

TLT7.0%

IEI7.0%