Volatility Target
VOLTGTScales a fixed-mix equities/commodities satellite up or down against cash/treasuries to hold portfolio volatility near a constant 10% annualized target — a real risk-managed/vol-targeting quant approach, not a directional view. Weights are computed by formula, not judgment.
Tear Sheet
Performance vs. S&P 500 buy & hold
Current allocation
Allocation over time
Decision Log
Aug 13, 2026, 4:05 AM EDT
Cash 10%Treasuries 0%Equities 63%Commodities 27%The 70/30 equities/commodities satellite realized just 8.9% annualized volatility over the trailing 20 sessions, modestly below the 10% target, so the formula scaled the risky budget up to 90.0% rather than the base 100% of a 1.0x satellite—reflecting that turbulence is only slightly under target, not dramatically so. That 90% risky budget splits per the fixed 70/30 satellite weights into 63% equities and 27% commodities, with the remaining 10% left in cash as the deleveraging buffer (treasuries at 0% since the framework routes unused risk budget to cash rather than duration). This is purely a function of realized vol sitting near target, not a view on the CPI print, AI-financing headlines, or Hormuz tensions noted in today's news.”
Simulated portfolio, starting cash $100,000. Not investment advice. Methodology.