Risk parity: balance across growth/inflation regimes via ETFs
Ray Dalio (All-Weather)
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| IEF | BUY | 6% | 4.0% below entry | 3.0% above entry | 19.6% | TVYH |
| TLT | BUY | 13% | 4.2% below entry | 3.0% above entry | 18.6% | TVYH |
| VTI | BUY | 17% | 5.7% below entry | 3.6% above entry | 13.6% | TVYH |
| GLD | BUY | 23% | 7.6% below entry | 4.8% above entry | 10.2% | TVYH |
| XLE | BUY | 23% | 7.6% below entry | 4.8% above entry | 10.3% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -17% drawdown to return 51% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.