Flagship Portfolio

​The flagship stock portfolio is designed for clients who are willing to accept similar market volatility in exchange for substantially higher long-term returns. 

 

It is exclusively long in stocks or ETFs, with no short positions. No margin is required.

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The investment portfolio can be roughly divided into three parts:​

• Growth Allocation (70-80%): Capital is primarily allocated to U.S. large-cap growth companies with stable growth trajectories, durable competitive advantages, and strong fundamentals.

• Value & Defensive Allocation (10-20%): Capital is allocated to U.S. large-cap value or defensive stocks, which tend to have low volatility, stable free cash flows, and resilience during bear markets—thus reducing downside risk.

• Dynamic-Adjusted Allocation (10-20%): Capital is dynamically allocated across various financial vehicles by our proprietary AI algorithm. The algorithm continuously monitors hundreds of market parameters in real time and classifies current and near-future market conditions. When unfavorable market conditions are detected, the algorithm selects appropriate hedging instruments—such as inverse ETFs, gold ETFs, bonds, or cash—based on Post-Modern Portfolio Theory (PMPT). In contrast, when favorable market conditions are anticipated, it reallocates capital to financial vehicles with higher return potential.

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From 2018 to 2024, this portfolio has achieved a compound annual growth rate (CAGR) of 26.3%, double the S&P 500’s CAGR of 13.7%, while showing a comparable maximum drawdown of the index.​​​​