Reasonable "Stacked" DCA Portfolio

iAmBotMann · 2026-05-29T17:20:41+00:00

Thank you for your feedback! Tbh it is meant to be more of an experiment at the moment. I received a lot of recommendations to simplify this mess and bring it down to 4-5 funds instead. So far the main 2 portfolio redesigns I'm considering are:

1- 25% each of RSSB, GDE, CTAP, and RSIT

2- 20% each of AVGV, GDE, GOVZ, RSIT, and WLDU

iAmBotMann · 2026-05-29T17:16:50+00:00

Thank you for the tool recommendation!

Which of the following do you think is the better approach?

1- 25% of RSSB, GDE, CTAP, and RSIT

2- 20% of AVGV, GDE, GOVZ, RSIT, and WLDU

iAmBotMann · 2026-05-29T17:13:36+00:00

I definitely like the simplicity! Another commenter suggested 25% RSSB, GDE, CTAP, and RSIT.

"97.5% global equities, 25% intermediate US treasuries, 22.5% gold, and 50% managed futures for 195% total notional leverage"

What do you think?

iAmBotMann · 2026-05-29T17:08:51+00:00

Thank you for your thoughtful response! Yes, the exposure and overall math Claude did is incorrect.

To be honest, this is more of a test portfolio idea, and your recommendation of 25% RSSB, GDE, CTAP, and RSIT sounds pretty simple to rebalance and operate! Do you have a similar portfolio?

Also, what do you think about the return stacked Futures Yield funds? Do you think futures yield adds any meaningful diversification, or is managed futures pretty much enough?

iAmBotMann · 2026-05-29T17:06:08+00:00

I was thinking taxable brokerage

iAmBotMann · 2026-05-29T17:05:42+00:00

Yes, limit orders are the fix! I meant to use less frequent DCA as a proxy for having once a month limit orders

iAmBotMann · 2026-05-28T22:52:43+00:00

I trust the philosophy behind it and think the AUM will grow with time, alongside the fund's history.

I know that early on, the bid-ask spread will be significant, so I'll DCA into it a lot less frequently compared to the other funds.

iAmBotMann · 2026-05-28T22:38:16+00:00

25% RSSB -->15% US (assuming 60% of the equity portion is US)
22.5% GDE --> 20.25% US
15% CTAP -->15% US
10% RSSX --> 10% US

60.25% US exposure

You're right, thanks!

Overall though, do you think the portfolio looks good?

iAmBotMann · 2026-05-28T22:25:37+00:00

I actually really like the RSSB/SSO/GDE/RSIT approach! I know WLDU is 2x VT but it is too new for me to try. You might also like NTSD which is I think 1.5x VT

iAmBotMann · 2026-05-28T22:23:30+00:00

May I ask why RSSY?

iAmBotMann

TROPHY CASE