Defensive
Defensive Shield
Reduce equity sensitivity through high-quality fixed income and defensive assets.
- Risk level
- Low to moderate risk
- Investment horizon
- 3+ years
Current published version · 1 · Published Sep 15, 2026
Strategy performance
Performance unavailable — no authoritative track record is available.
Understand the strategy
How it is designed
Reduce equity sensitivity through high-quality fixed income and defensive assets.
Methodology and governance
MVP Paper Seed V1 — human-approved initial composition; not yet Research-Engine validated.
Target allocation
Direct instrument targets in the current published version. These are targets, not your portfolio holdings.
- Target weight: 45%
Asset type: ETF
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Last persisted quote: $57.57 USD · Stale quote
Daily move: Unavailable
- Target weight: 25%
Asset type: ETF
iShares U.S. Treasury Bond ETF
Last persisted quote: $22.26 USD · Stale quote
Daily move: Unavailable
- Target weight: 15%
Asset type: ETF
iShares MSCI USA Min Vol Factor ETF
Last persisted quote: $103.03 USD · Stale quote
Daily move: Unavailable
- Target weight: 10%
Asset type: ETF
SPDR Gold Shares
Last persisted quote: $361.56 USD · Stale quote
Daily move: Unavailable
- Invested target
- 95%
- Derived target cash
- 5%
What is available today
Performance is analytical Strategy history for the selected Version and state. It does not represent your Portfolio return.
Benchmark: unavailable.
Rebalance policy: unavailable; no active rule.