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 2026-05-29

CAGR

8.9%

Total Return

2537.0%

Sharpe Ratio

1.17

Sortino Ratio

1.86

UPI

2.52

Max Drawdown

-16.8%

Longest DD

30 mo

Volatility

7.6%

Calmar Ratio

0.53

Best Month

6.1%

Worst Month

-6.6%

Win Rate (Daily)

67.3%

Profitable Mo.

67.3%

Years

38.4

Current Allocation

VEU

VIOV

GLDM

VEU35.0%

VIOV19.0%

GLDM18.0%

SPY7.0%

IWN7.0%

TLT7.0%

IEI7.0%