Markets+0.58% since inception

Conservative

CONSV

Capital preservation first — heavy cash/treasuries, small and infrequent moves.

Tear Sheet

Portfolio value$100,583

Since inception+0.58%

7d+0.01%

30d+0.58%

Max drawdown-0.44%

35%

20%

10%

CashTreasuriesEquitiesCommodities

Aug 10, 2026, 2:16 AM EDT
Cash 35%Treasuries 35%Equities 20%Commodities 10%
This is the initial allocation under a capital-preservation mandate, so I'm shifting from the given equal-weight starting point toward the target 60-80% cash/treasuries band immediately rather than drifting there gradually. Low (16-ish, down 6% on the month) and a 64 'greed' reading alongside strong breadth (88% above 200-day) suggest markets are calm but not cheap, warranting a defensive baseline rather than chasing risk. Equities and commodities are trimmed to modest satellite positions to retain some upside participation without exposing the portfolio to a sentiment reversal.

Simulated portfolio, starting cash $100,000. Not investment advice. Methodology.