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Abstract Sphere

The DigitAll Weather Portfolio™
provides a way to
navigate new frontiers.

Portfolios
The Active
DigitAll
Weather
Portfolio™

The Active DigitAll Weather Portfolio™ is an actively managed strategy designed to perform across all market cycles—not just during the good times.

 

This portfolio adds a digital asset category to the classic All Weather Portfolio.  We will actively overweight our six asset categories as we identify opportunities in the market with a max adjustment as shown below.

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Asset
Category

Default
Allocation

Max Adjust
+/-

Digital assets
Gold
US equities
International equities
Long term bonds
Short term bonds

5%
10%
20%
10%
40%
15%

2%
4%
8%
4%
10%
6%

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