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 2026-07-16

CAGR

7.1%

Years

38.6

Max Drawdown

-14.0%

Sharpe

1.20

Sortino

2.01

UPI

2.28

Calmar

0.51

Ulcer Index

3.10

Best Month

5.4%

Worst Month

-4.8%

Volatility

5.8%

Total Return

1293.6%

Longest DD (mo)

38 mo

Win Rate

64.8%

Profitable Months

64.8%

Current Allocation

VIOV

BIL

SPY

VIOV30.0%

BIL26.3%

SPY15.8%

IWN7.0%

TLT7.0%

IEI7.0%

GLDM7.0%