Portfolio Strategy Types

Browse all 12 strategy categories in the PortfolioDB database. Each page shows every portfolio tagged with that strategy, ranked by Sharpe ratio.

All-Weather

Designed to hold up across every economic environment — growth, recession, inflation, and deflation — by balancing exposure to all four regimes.

Prioritizes capital preservation and income by allocating the majority of weight to fixed income. Lower volatility, lower long-term growth.

Overweights specific risk factors — value, small-cap, profitability — that academic research has linked to long-term excess returns.

Spreads exposure across multiple countries and regions to reduce concentration risk in any single market or economy.

Built to generate regular cash flow from dividends and bond interest, suited to investors who draw from their portfolio regularly.

Rotates into recent outperformers and out of laggards, exploiting the tendency of short-to-medium term price trends to persist.

Allocates by risk contribution rather than dollar weight, targeting equal volatility across asset classes — often with leverage on bonds.

Replicates the diversified index-fund allocations used by automated platforms like Betterment, Wealthfront, and Schwab.

Follows a systematic, pre-defined process for buy, sell, and rebalance decisions with no discretionary judgment.

Uses just two to four broadly diversified funds for solid risk-adjusted returns with minimal complexity and low cost.

Adjusts asset allocation in response to market conditions, moving to defensive positions before major downturns.

Automatically shifts from growth to conservative allocations via a pre-set glide path as the target retirement year approaches.