My apologies for being a little slow with this month’s review of the Darwin Portfolio – I have been a little busy trying to get ready for the spinoff Options group. However, it isn’t too critical since I don’t intend to make any adjustments this month.
The Darwin Portfolio is a small fully-invested portfolio that uses risk parity to determine allocations. Since it is a small portfolio I will probably only make adjustments quarterly unless allocations move significantly out of balance (> 20+% differences).
The above screenshot shows current recommended allocations for the 5 Core holdings. In addition, $10k is allocated to SVXY, the inverse volatility ETF. The portfolio is also slightly leveraged at ~35%.
Performance to date looks like this:
with a negative 7.5% Internal Rate of Return (IRR) since inception.
In stacked area format the performance looks like this:
Although the recommendations vary slightly from current holdings, I shall not be making any adjustments at this time and will continue to hold the positions recommended in last month’s review https://itawealth.com/darwin-portfolio-review-18-march-2022/