Defensive
This is a defensive value portfolio aimed at protecting and preserving capital under most market conditions.
This portfolio places an emphasis on defensive names that could be expected to perform relatively well in economic downturns or times of above-average volatility.
Most of the included sectors fall within the classification "low-beta," meaning they have a greater chance of underperformance relative to a benchmark index during market uptrends and bull markets, but they also have a greater chance of overperformance throughout larger market downturns or bear markets.
Sector Allocations:
Consumer Staples - 28%
Banks - 15%
Energy - 15%
Gold/Bitcoin - 12%
Bonds - 12%
Healthcare - 10%
Military/Defense - 8%
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*All portfolio allocations illustrated or discussed, whether depicting asset classifications, categories, subcategories, or any specific asset, are for informational and educational purposes only. This is not investment advice.*
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