SWAN + Gold
Defined-risk model
In brief
A defined-risk equity strategy paired with gold as an additional crisis and inflation diversifier.
Profile sources: Amplify ETFs
- Published
- Last reviewed
At a glance
2 asset sleeves
Rebalance annually.
Growth assets
80%
Bonds & reserves
80%
Other diversifiers
0%
Target allocation
What the portfolio holds
Defined-risk S&P 500 / Treasuries
SWANSWAN
80%
Gold
IAUIAU
20%
Tickers are liquid U.S.-listed examples, not recommendations or exact historical fund selections.
Allocation sources: Amplify ETFs
Decision context
Potential advantages and trade-offs
These observations follow from the displayed allocation and implementation. They are not a recommendation or a prediction of future performance.
Potential advantages
- Uses only 2 sleeves, which makes the displayed target allocation straightforward to understand and maintain.
- Combines growth assets with bonds or reserves instead of depending on one broad asset class.
- Includes a diversifying sleeve outside conventional broad stocks and nominal bonds.
- Uses capital-efficient exposure that can combine more market sensitivity than an unleveraged dollar allocation.
Important trade-offs
- Aggressive risk means losses and drawdowns can be substantial even when the long-term thesis remains unchanged.
- Approximately 80% of the displayed allocation is equity-like, leaving limited conventional bond ballast.
- The largest sleeve is 80% of the portfolio, so its behavior can dominate the result.
- The displayed equity allocation has no dedicated international sleeve and is exposed to U.S.-market concentration.
Portfolio Visualizer
Compare historical performance
Backtest this allocation beside two familiar U.S. equity benchmarks. The comparison starts with $10,000, reinvests dividends, and rebalances annually.
Growth of $10,000
Monthly total returns · maximum available history
Portfolio 1
SWAN + Gold
Target allocation from this profile
Portfolio 2
S&P 500
SPY benchmark
Portfolio 3
Nasdaq-100
QQQ benchmark
Portfolio Visualizer opens in a new tab because its site does not support embedded frames. Results begin at the latest common inception date for the selected funds.
Advanced strategy warning
SWAN uses options and can lag equities sharply; its protection is not a guarantee against losses.
Sources and context
Target allocations are educational examples, not personalized advice. Fund availability, taxes, trading costs, account type, time horizon, and capacity for loss can all change the appropriate implementation. Historical diversification does not guarantee future results.
Sources document the strategy, underlying methodology, or the representative funds used here. ETF tickers are illustrative U.S.-listed implementations and may differ from an originator’s original funds or current model.