The Fortress Portfolio is Alhambra’s original asset allocation strategy developed at the turn of the century. You can read the story of how and why the Fortress Portfolio was developed here. It is a passive portfolio utilizing multiple asset classes:

  • Large Cap Stocks – S&P 500 Index
  • Small Cap Value Stocks – Russell 2000 Value Index
  • Real Estate – DJ REIT Index
  • Commodities – S&P GSCI Index
  • Bonds – 3-7 Year Treasuries Index

We have constructed 5 versions of this portfolio, based on risk tolerance:

Portfolio Performace Statistics 

Annual Returns

Since 1972, this strategic allocation has only suffered four down years: 1974,1994, 2008 and 2015. 

The portfolio is implemented using ETFs: