Model Family
Objective
Stack Size
Underlying Investments
Rebalance Frequency
Global asset allocation models for investors across a full risk spectrum
15%
ETFs
Dynamic (4-6x per year)
Domestic 60/40 portfolio with managed futures and systematic macro overlay
60%
ETFs & Mutual Funds
Monthly
Model Family
Objective
Stack Size
Underlying Investments
Rebalance Frequency
Seeks to replicate the Return Stacked® 60/40 portfolio with just three funds.
60%
Mutual Funds
Monthly
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