Average Annual Return: Performance data available upon login.
Managed by Jason Goepfert, PortfolioEdge is a strategy aiming for positive returns, regardless of prevailing market conditions. It is inspired by Ray Dalio's All-Weather portfolio and diversifies assets across stocks (35%), bonds (35%), gold (5%), commodities (5%), and cash/other (20%) for a balanced risk and return profile. The investments primarily focus on U.S.-based ETFs or options, without the inclusion of leverage or short selling. While holding periods mainly last several months, they can range anywhere from a few weeks to multiple years.