Balanced
Classic 60/40-inspired allocation balancing growth and stability across stocks, bonds, and alternatives.
Diversification
6
Volatility Profile
13.6%
5-year backtest
Horizon
5+ years
Historical Performance
Backtested from 5-year daily closes via Yahoo Finance (2 holdings, as of 2026-06-24). Research only — not a forecast or live track record.
Annualized Return
+15.6%
5-year backtest
Volatility
13.6%
annualized
Sharpe Ratio
1.17
excess vs T-bills
Max Drawdown
-18.7%
backtested
AI Rationale
Combines broad equity exposure with fixed income and real assets for diversified research into moderate-risk allocation models.
Bull Case
Participates in market upside while maintaining diversification across uncorrelated asset classes.
Bear Case
Correlated sell-offs across stocks and bonds can reduce diversification benefits in certain macro regimes.
Behavior During Downturns
Typically falls less than pure growth portfolios but more than conservative models during equity corrections.
Holdings
Template asset universe with weights optimized for maximum risk-adjusted return using historical excess returns vs T-bills.