[!] Michael B Meet Dalio infused with Simple Drawdown (Shared)

About this strategy

Dynamic and defensive, the strategy mainly holds the best-performing energy, real-estate and technology ETFs - VDE, VNQ, VGT - while keeping a core of defensive assets like XLU and BSV. It switches to inverse or low-volatility holdings such as GLD, DBMF, and SHV when short-term VIX rises or commodity returns lag, protecting the portfolio from sudden downturns.

• TMF

  Direxion Daily 20+ Year Treasury Bull 3X ETF

  12.7%
• GLD

  SPDR Gold Trust, SPDR Gold Shares

  11.5%
• DBMF

  iMGP DBi Managed Futures Strategy ETF

  9.5%
• XLP

  State Street Consumer Staples Select Sector SPDR ETF

  7.3%
• TYD

  Direxion Daily 7-10 Year Treasury Bull 3X ETF

  6.6%
• TQQQ

  ProShares UltraPro QQQ

  5.6%
• PDBC

  Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

  4.5%
• SCHD

  Schwab US Dividend Equity ETF

  4.5%
• VDE

  Vanguard Energy ETF

  4.5%
• SHY

  iShares 1-3 Year Treasury Bond ETF

  4%
• SHV

  iShares Trust iShares 0-1 Year Treasury Bond ETF

  3.8%
• VGT

  Vanguard Information Technology ETF

  3%
• BTAL

  AGF U.S. Market Neutral Anti-Beta Fund

  2.8%
• CCOR

  Core Alternative Capital

  2.6%
• COM

  Direxion Auspice Broad Commodity Strategy ETF

  2%
• FAAR

  First Trust Exchange-Traded Fund VII First Trust Alternative Absolute Return Strategy ETF

  2%
• DBA

  Invesco DB Agriculture Fund

  1.9%
• DBC

  Invesco DB Commodity Index Tracking Fund

  1.9%
• FNDX

  Schwab Fundamental U.S. Large Company ETF

  1.7%
• RWL

  Invesco S&P 500 Revenue ETF

  1.5%
• FTLS

  First Trust Long/Short Equity ETF

  1.4%
• VTV

  Vanguard Morningstar Value ETF

  1.4%
• XLU

  State Street Utilities Select Sector SPDR ETF

  1%
• VLUE

  iShares MSCI USA Value Factor ETF

  0.8%
• DBE

  Invesco DB Energy Fund

  0.8%
• DBO

  Invesco DB Oil Fund

  0.8%

Frequently asked questions