The Iron Wealth Portfolio was created to exist within the narrow optima of the global portfolio design space. By leveraging the concept of risk parity, the strategy seeks to deliver robust risk-adjusted returns in any economic environment. Despite its theoretical sophistication, the portfolio is incredibly simple to implement. An investor domiciled in Canada would allocate their capital as follows:
Asset Allocation Core
- 50% VCIP - Vanguard Conservative Income ETF Portfolio
Global Factor-Tilted Equities
- 10% CASV - Avantis CIBC Global Small Cap Value ETF
- 10% CAEM - Avantis CIBC Emerging Markets Equity ETF
Alternatives
