Welcome to the Portfolio Core Model page—a momentum-driven, risk-aware tactical investment strategy designed to outperform its benchmark (S&P 500) over the long term, while delivering lower volatility.
The Portfolio Core Model is structured across four strategic sleeves to enable adaptable positioning across economic and market regimes. It dynamically rotates exposure based on momentum, volatility, and cross-asset signals.
Momentum-Driven ETF Allocation
Allocations are adjusted based on weekly and monthly MACD signals
Selective Risk Management
Defensive ETFs are used to cushion during equity weakness.
Equities are rotated tactically based on momentum strength
The Portfolio Core model is designed as a strategic anchor within an investor’s broader asset allocation. Its construction—balancing momentum-driven equity exposure with flexible defensive sleeves, makes it highly versatile.
Core equity allocation with downside protection. Portfolios needing a multi-asset backbone with a rules-based approach.
Pairs well with satellite alpha strategies, such as Themes, Equity Growth & Defensive, as well as Diversifiers.
Acts as a volatility buffer next to higher-beta models or single-asset class models.
Investors seeking adaptive risk management without high turnover. Can be used in all account types.
The Portfolio Core Model is designed for investors who value performance with discipline. By blending a momentum-driven approach with measured allocation adjustments, this model seeks to outperform its benchmark (S&P 500) through a full economic cycle while minimizing volatility and drawdowns.
