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

1985-01-02 to 2026-10-19

CAGR

10.3%

Years

41.7

Max Drawdown

-17.1%

Sharpe

0.85

Sortino

2.14

UPI

1.87

Calmar

0.60

Ulcer Index

3.79%

Best Month

7.8%

Worst Month

-12.7%

Volatility

8.3%

SWR

7.01%

PWR

6.03%

Total Return

5775.1%

Longest DD (mo)

30 mo

Win Rate

67.1%

Profitable Months

67.1%

Current Allocation

VEU

VIOV

VEU35.0%

VIOV30.0%

SPY7.0%

IWN7.0%

TLT7.0%

SHY7.0%

GLDM7.0%