Portfolio 7 · coming soon
Multi-Strategy
One portfolio that spreads money across the other six and decides each month how much each one gets. If Tavrise ever manages money for others, this is what it would look like. For now it takes no money from anyone.
How it will decide
It earns trust in steps. Each step starts only when the one before has enough data, and each is judged against the simplest alternative.
- Equal split. From launch day. The same share in every live portfolio, rebalanced on the first trading day of each month. A new portfolio joins at the next month. This is the baseline everything after it must beat.
- Balanced by risk. After about three months. Each portfolio gets a share that makes it add about the same risk, within fixed limits. Futures get the smallest cap. Three months is the least data that says how risky each one is and how they move together.
- Steered by Tavrise AI. After about six months. Tavrise AI may shift weights within a narrow range when conditions change: interest rates, the dollar, which strategies are working. Each month’s weights are sealed before the month starts, like every other decision.
- Real money. Only if it earns it. Money moves between the portfolios only after six months, with at least three portfolios’ live records, and only if steering has beaten the equal split after costs and tax. Never more than once a month.
Every portfolio’s unit value
Each portfolio reports a daily unit value, like a fund’s quota. It starts at 1.0000 and moves only with results, so money added later never counts as a gain. Multi-Strategy is built from these numbers.
| Portfolio | Status | Live since | Unit value | Return |
|---|---|---|---|---|
| Quality & Value | Live | 26 Oct 2026 | 0.9464 | −5.4% |
| Dividends | Next | Not started | — | — |
| Events | Next | Not started | — | — |
| Momentum | Next | Not started | — | — |
| Global | Next | Not started | — | — |
| Futures | Later | Not started | — | — |
What counts as a win
- Beat the equal split of the six, after costs. Otherwise the steering adds nothing.
- Beat CDI, the return on cash.
- Fall less, at its worst, than any single portfolio.