The Iron Wealth Portfolio was created to exist within the narrow optima of the global portfolio design space. By leveraging the concept of risk parity, the strategy seeks to deliver robust risk-adjusted returns in any economic environment. Despite its theoretical sophistication, the portfolio is incredibly simple to implement. An investor domiciled in Canada would allocate their capital as follows:
20% Stocks
- 10% CAGE - Avantis CIBC All-Equity Asset Allocation ETF
- 5% CASV - Avantis CIBC Global Small Cap Value ETF
- 5% CAEM - Avantis CIBC Emerging Markets Equity ETF
20% Bonds
- 10% XGGB - iShares Global Government Bond Index ETF (CAD-Hedged)*
- 10% TCLB - TD Canadian Long Term Federal Bond ETF
20% Cash
- 10% XGGB - iShares Global Government Bond Index ETF (CAD-Hedged)*
- 10% CBIL - Global X 0-3 Month T-Bill ETF
20% Commodities
- 10% PRA - Purpose Diversified Real Asset Fund
- 5% CEF - Sprott Physical Gold & Silver Trust
- 5% ETC - Evolve Cryptocurrencies ETF
20% Alternatives
- 20% PFAA - PICTON Multi-Strategy Alpha Alternative Fund
* The portfolio's 20% allotment to XGGB is logistically divided between bonds and cash equally, attributing its longer-duration exposure to the bond allocation and its shorter-duration exposure to cash.