Alpha/navigator output

Balanced model

Objective: maintain a balanced risk posture with meaningful equity exposure and larger stabilising sleeves than the Alpha model.

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Implementation mix

Example framework allocations

This family keeps equity participation meaningful while giving the stabilising sleeves more work to do.

Equities55%

Bonds30%

Diversifiers10%

Cash5%

Sleeve role

Equities

Participation sleeve for diversified exposure to US equity markets.

Example ETFs: VTI, USMV, VIG

Sleeve role

Bonds

Income and duration sleeve aimed at moderating overall portfolio swings.

Example ETFs: IEF, SHY, LQD

Sleeve role

Diversifiers

Alternative exposures intended to reduce dependence on stock and bond correlations.

Example ETFs: DBMF, KMLM, GLD

Sleeve role

Cash

Liquidity sleeve held for flexibility and incremental risk control.

Example ETFs: BIL

Educational disclosure

This content is educational only and is not investment advice or personalised advice. ETF references are illustrative examples only and do not represent recommendations or performance expectations.

Last updated: 2026-02-26