Global multifactor portfolio
Set the fixed-income sleeve. The approved alternatives allocation remains fixed at 18% of the whole portfolio; the global equity sleeve scales across the remaining capital.
Enter the percentage of the whole portfolio reserved for fixed income. This display scales equity proportionally; it does not select the fixed-income securities.
Every percentage below is a percentage of the complete portfolio.
Equity scale: 100.0% of base weights
| Ticker | Role | Weight |
|---|---|---|
| Total portfolio | 100.0% | |
The market remains in Mature Stage 2, but weak breadth and Stage 3 transition risk argue against chasing an unconfirmed final momentum leg. At 0% fixed income, the equity base is 44% U.S., 27% developed ex-U.S. and 11% emerging markets, with SPMO held at 3%.
Only the fixed-income input and proportional equity scale change. DBMF, FLSP, FTLS, LALT, PDBC, GLDM and IBIT remain at their approved whole-portfolio weights totaling 18%.