Balance model portfolio

50% Equity | 40% FI | 10% Other • Refreshed: 13-04-2026

SYSTEM STATUS
OPTIMIZED
Equity
US Equity
S&P 50010.5
NASDAQ10.1
US Quality5.5
US Value2.3
US Momentum7.8
EU Equity
Stoxx 6004.1
EU Low Vol1.6
EU Momentum5.5
Bonds & cash
Government bonds
EU govies 1-3y5.9
EU govies 7-10y14.3
US govies 1-3y10.1
US govies 7-10y10.1
Other
Commodities
Gold5.0
Tactical allocation
Pantarai ADAPT5.0

Note: The BALANCE model portfolio is engineered to seek capital growth and income. This model utilizes a cycle-tilted strategy. Weights are aligned to the current macro regime. Suggested ETF tickers are chosen on liquidity, size, lower fees, (Pantarai team opinion - we are not affiliated in any way with ETF providers)