Strategy Catalog

5.2 PLUGIN

Bullets

Strategy 5.2: Concentrate portfolio at single maturity point on yield curve

fixed income portfolio

5.3 PLUGIN

Barbells

Strategy 5.3: Barbell -- invest at short and long ends of yield curve

fixed income portfolio

5.4 PLUGIN

Ladders

Strategy 5.4: Equal allocation across maturities (ladder)

fixed income portfolio

9.3 PLUGIN

Portfolio Diversification

Strategy 9.3: Adjust commodity exposure based on monetary policy signals

commodities portfolio

16.2 PLUGIN

Mixed-Asset Diversification

Strategy 16.2: Add REITs when correlation with equities drops below threshold

real estate portfolio

16.3 PLUGIN

Intra-Asset Diversification

Strategy 16.3: Equal-weight/risk-parity across REIT subsectors

real estate portfolio

16.3.1 PLUGIN

Property Type Diversification

Strategy 16.3.1: Equal-weight/optimized across property types

real estate portfolio

16.3.2 PLUGIN

Economic Diversification

Strategy 16.3.2: Overweight regions with improving economics

real estate portfolio

16.3.3 PLUGIN

Property & Geographic Diversification

Strategy 16.3.3: 4 types x 4 regions diversification grid

real estate portfolio

20.1 PLUGIN

Infrastructure Investing

Strategy 20.1: Long-term infra investing with inflation hedge and diversification

infrastructure portfolio