All Weather Core
Prices as of Oct 26, 2026 · Market closed
Strategy
The All-Weather portfolio is a well-diversified, multi-sector strategy of 20+ stocks built to balance growth and stability through different market environments.
It combines high-growth technology leaders with strategic exposure to defensive and value oriented sectors, creating a resilient mix designed to perform across cycles.
This portfolio is suited for investors with a moderate to high risk appetite who seek a blend of growth potential and fundamental strength.
Overall, it offers an attractive risk-return profile with broad, balanced market exposure
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026All Weather Core | +1.35%+1.52%net +1.35% | -2.85%-2.69%net -2.85% | -4.17%-4.01%net -4.17% | +15.93%+16.12%net +15.93% | +11.21%+11.40%net +11.21% | -3.03%-2.87%net -3.03% | -1.76%-1.60%net -1.76% | +3.98%+4.15%net +3.98% | +2.32%+2.49%net +2.32% | – | – | – | +23.28%+25.15%net +23.28%Jan–Sep |
| S&P 500 | +1.47% | -0.86% | -5.20% | +10.51% | +5.26% | -1.28% | +0.03% | +2.68% | -0.58% | – | – | – | +11.84% |
| 2025All Weather Core | +2.50%+2.67%net +2.50% | -0.19%-0.02%net -0.19% | -7.49%-7.34%net -7.49% | +0.50%+0.67%net +0.50% | +3.86%+4.03%net +3.86% | +8.30%+8.48%net +8.30% | +2.87%+3.04%net +2.87% | -0.71%-0.54%net -0.71% | +7.40%+7.58%net +7.40% | +5.34%+5.52%net +5.34% | -1.87%-1.71%net -1.87% | -2.82%-2.66%net -2.82% | +17.89%+20.28%net +17.89% |
| S&P 500 | +2.69% | -1.27% | -5.86% | -0.87% | +6.28% | +4.83% | +2.30% | +2.05% | +3.28% | +2.38% | +0.20% | -0.22% | +16.35% |
Showing net of a 2% annual model fee.Showing gross, before fees.
Net returns deduct a 2% annual model fee, the highest fee we charge, taken as one twelfth each month and compounded. Gross returns are before any fees.
These are model portfolio returns, calculated from target holdings and market prices. No client account earned them, and the 2025 figures were calculated after the fact. Your own returns would differ. The S&P 500 is an unmanaged index with no fees, and you cannot invest in it directly. Past performance does not guarantee future results.