Starter Balanced Blend

A free all-weather core: global momentum, a balanced fixed anchor, and a gold risk-parity sleeve.

Simple blend1xMonthly rebalancemoderateFree clone

Thesis

The lowest-friction first clone. Pairs dual-momentum (GEM) with the Golden Butterfly and a gold plus small-cap-value risk-parity sleeve for diversification across regimes. No leverage.

Backtest

1987-12-31 to 2026-07-16

CAGR

8.9%

Years

38.6

Max Drawdown

-16.8%

Sharpe

1.17

Sortino

1.87

UPI

2.51

Calmar

0.53

Ulcer Index

3.52

Best Month

6.1%

Worst Month

-6.6%

Volatility

7.5%

Total Return

2541.0%

Longest DD (mo)

30 mo

Win Rate

67.2%

Profitable Months

67.2%

Current Allocation

VEU

VIOV

VEU35.0%

VIOV30.0%

SPY7.0%

IWN7.0%

TLT7.0%

IEI7.0%

GLDM7.0%