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

1985-01-02 to 2026-10-19

CAGR

7.7%

Years

41.7

Max Drawdown

-14.3%

Sharpe

0.72

Sortino

2.18

UPI

1.40

Calmar

0.54

Ulcer Index

3.21%

Best Month

5.3%

Worst Month

-9.5%

Volatility

6.2%

SWR

5.57%

PWR

4.13%

Total Return

2097.3%

Longest DD (mo)

38 mo

Win Rate

65.9%

Profitable Months

65.9%

Current Allocation

VIOV

BIL

SPY

VIOV30.0%

BIL26.3%

SPY15.8%

IWN7.0%

TLT7.0%

SHY7.0%

GLDM7.0%