Test Portfolios

The 100% Equities Portfolio

The third benchmark portfolio, tracked mainly to contrast it with other aggressive portfolios: the Levered Butterfly and the RPC Growth portfolio. It represents the highest volatility that the average investor is comfortable with and is usually only the strategy of those far from retirement.

The Qian Portfolio

Named after the investment pro who coined the term “risk parity,” the Qian portfolio is my version of the mathematically precise Risk Parity asset allocation Edward Qian proposes in his book. It belongs in the moderate portfolio grouping, along with the 80/20 and the Levered Butterfly.

The RPC Income Portfolio

One of the two original portfolios, this one uses a modest amount of leverage to create space for allocations to more assets which produce dividends. Even with all this leverage, it projects to have the same volatility as the Classic 60/40! (and higher returns!!).