Portfolios
STRATEGIC PORTFOLIOS
Portfolio Description
The Alpha Portfolios target returns above traditional benchmarks without excessive downside risk. They combine targeted equity exposure through 2× leveraged S&P 500 and Nasdaq-100 ETFs with defensive and tactical assets for a balanced, risk-aware approach. Rather than fully leveraging equities, only part of the portfolio uses leverage, while the rest is allocated to gold, bonds, and tactically managed alternatives-based strategies designed to perform well during market stress. The tactical sleeve dynamically adjusts exposure to commodities, currencies, and options to support steadier returns and limit major drawdowns. Portfolios available with the option of including digital assets.
Materials
Available Platforms
TACTICAL PORTFOLIOS
Portfolio Description
The Capstone Portfolio Family is designed for investors who believe that managing risk is just as important as capturing returns. Unlike traditional “buy and hold” portfolios that rely primarily on long-term market appreciation, Capstone portfolios take a proactive, tactical approach. They are built to adapt. Each portfolio incorporates multiple tactical managers, carefully selected for their distinct and complementary strategies. These managers do not run overlapping approaches—instead, each brings a unique methodology designed to respond differently across varying market conditions. The core objective of Capstone is simple: participate in market growth when conditions are favorable, and prioritize downside mitigation during prolonged market drawdowns or bear markets. By blending multiple independent tactical strategies, Capstone seeks to reduce reliance on any single approach while increasing the potential for risk-adjusted returns.
Materials
Available Platforms
THEMATIC & SPECIALITY PORTFOLIOS
Portfolio Description
The Geopolitical Tension Portfolio seeks to help investors navigate periods of elevated global conflict and uncertainty through a balanced mix of defensive assets, tactical management, and diversified alternatives. The portfolio allocates to gold, providing a traditional safe-haven anchor during geopolitical stress and inflation or currency volatility. Another portion is invested in major U.S. defense contractors, offering exposure to companies positioned to benefit from sustained or rising global defense spending.
A further allocation is dedicated to tactically managed equity strategies that adjust market exposure as conditions change, aiming to participate in equity upside while actively managing downside risk. The remainder combines multiple alternative strategies including managed futures, collared equity, hedge strategies, and put-options, each run by independent managers to enhance diversification and help reduce overall portfolio volatility.
Fact Sheets
Research Reports
Nitrogen Reports
Materials
Available Platforms