The Iron Wealth Portfolio

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:

20% Cash & Bonds

10% CBIL - Global X 0-3 Month T-Bill ETF
10% TCLB - TD Canadian Long Term Federal Bond ETF

20% Hybrid Securities

10% MUB - Mackenzie Unconstrained Bond ETF
10% MHYB - Mackenzie Global High Yield Fixed Income ETF

20% Factor-Tilted Equities

10% CAGE - Avantis CIBC All-Equity Asset Allocation ETF
10% CASV - Avantis CIBC Global Small Cap Value ETF

20% Alternatives & Tactical Allocations

10% PFAA - PICTON Multi-Strategy Alpha Alternative Fund
10% RTA - Purpose Tactical Asset Allocation Fund

20% Diversified Real Assets & Commodities

10% PRA - Purpose Diversified Real Asset Fund
5.0% CCOM - CI Auspice Broad Commodity Fund
2.5% CEF - Sprott Physical Gold & Silver Trust
2.5% ETC - Evolve Cryptocurrencies ETF