Model Portfolio Research
For educational purposes only — not investment advice
Debt / Currency StressMarch 2026

Monthly Portfolio Tracking & Macro Alignment

Model Portfolios — All initialized at $100,000 on 2026-03-25

Research & Education Only. These are hypothetical model portfolios for macro tracking and educational purposes. This is not investment advice, not a recommendation to buy or sell any security, and does not constitute financial guidance. Past performance of model allocations does not guarantee future results. All values are initialized at $100,000 for comparative tracking purposes only.
Summary Comparison — All Portfolios
PortfolioDescriptionStarting ValueCurrent ValueMonthly Ret.YTD Ret.T-12 Ret.Macro Alignment
DAS
Dalio + Alden + Shawn Hybrid$100,000.00$100,000.00+0.00%+0.00%+0.00%Debt / Currency Stress
Alden
Hard Asset & Value Tilt$100,000.00$100,000.00+0.00%+0.00%+0.00%Debt / Currency Stress
Dalio
All-Weather Inspired$100,000.00$100,000.00+0.00%+0.00%+0.00%Debt / Currency Stress
Burry
Defensive / Contrarian Tilt$100,000.00$100,000.00+0.00%+0.00%+0.00%Debt / Currency Stress
Benchmarks
SPY
SPDR S&P 500 ETF — broad U.S. equity benchmark$100,000.00$100,000.00+0.00%+0.00%+0.00%
GLD
SPDR Gold Shares — physical gold benchmark$100,000.00$100,000.00+0.00%+0.00%+0.00%
60/40
60% SPY / 40% AGG — traditional balanced portfolio$100,000.00$100,000.00+0.00%+0.00%+0.00%
Monthly Performance Ranking — March 2026
Ranked by monthly return
RankPortfolioCurrent ValueMonthly Ret.YTD Ret.
#1
DASDAS Portfolio
$100,000.00+0.00%+0.00%
#2
AldenAlden Tilt Portfolio
$100,000.00+0.00%+0.00%
#3
DalioDalio Tilt Portfolio
$100,000.00+0.00%+0.00%
#4
BurryBurry Tilt Portfolio
$100,000.00+0.00%+0.00%

Rankings are computed from the most recent monthly snapshot. Ties are broken alphabetically. At initialization, all portfolios show +0.00% and are listed in default order.

Portfolio Value History — All Initialized at $100,000
From 2026-03-25

Solid lines = model portfolios · Dashed lines = benchmarks

2026-03$100k$100k$100k$100k$100k
DAS Portfolio
Alden Tilt
Dalio Tilt
Burry Tilt
S&P 500 (SPY)
Gold (GLD)
60/40 Portfolio
Drawdown Chart — Peak-to-Trough Decline (%)
Updates monthly

0.00% indicates no drawdown from peak. Values below 0% indicate decline from prior high-water mark.

2026-030.0%0.1%0.3%0.5%0.6%
DAS Portfolio
Alden Tilt
Dalio Tilt
Burry Tilt