ALL WEATHER US - UNLEVERAGED
Strategy - How is this Kristal managed ?
The Kristal is regularly rebalanced to maintain targeted asset allocations:
55% Fixed income (10% Inflation linked treasuries, 30% Long Duration Bonds, 15% 3-7yr duration bonds)
30% Equity (Broad US Market ETF, e.g. S&P 500, Total Stock market ETF, etc)
15% Commodities (Gold, and/or broad commodity tracking ETF.
The Kristal follows the investment philosophy of Ray Dalio, the founder of Bridgewater Associates managing about $160 billion for approximately 350 of the largest and most sophisticated global institutional clients including public and corporate pension funds, university endowments, charitable foundations, supranational agencies, sovereign wealth funds, and central banks.