For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Long/Short Equity
Net-long long/short equity across US and global markets, paired with capital-efficient international equity overlay and cross-asset diversifiers in managed futures, commodities, and currencies.
How to read sleeves and model portfolios →
| Ticker | Weight | Beta | Notes |
|---|---|---|---|
| CLSE | 25% | 0.6 | Convergence US net-long L/S equity (~110% long / 60% short gross) — systematic US long/short core. |
| NTSD | 25% | 1.6 | 90/60 U.S. large-cap + developed international equity overlay — adds regional equity breadth to the long book. |
| WTLS | 20% | 0.85 | WisdomTree 90% U.S. large-cap + 90% ML-driven L/S overlay — capital-efficient L/S in one wrapper. |
| ORR | 15% | 0.55 | Militia global L/S equity — fundamental stock selection across regions as the international L/S complement. |
| DBMF | 5% | 0.05 | iMGP managed futures — long/short across rates, currencies, and commodities as a cross-asset diversifier. |
| HARD | 5% | 0.2 | Simplify systematic L/S commodity futures — commodity long/short sleeve. |
| FOXY | 5% | 0.05 | Rareview currency carry and mean-reversion — uncorrelated FX alpha source. |
Weighted portfolio beta (approx.): 0.82
Copy portfolio to builder →Total return (vs SPY)
Adjustment: Portfolio history is under 1 year, so the overall score is downgraded by one letter.
Alpha score: A+
Max DD score: A
Beta score: B+
Beta: 0.82
Total: 65.0%
Gross longs: 87.5%
Gross shorts: 27.5%
Gross alpha & alts: 5.0%
CLSE: 25%
NTSD: 25%
WTLS: 20%
ORR: 15%
DBMF: 5%
HARD: 5%
FOXY: 5%
Educational model only — not investment advice. Portfolio betas in the holdings table are weighted to the listed names and weights.
ORR: methodology lists CLSEas Yahoo proxies for joint history before live listing when calendar overlap allows. In this chart's Yahoo range there was no separate pre-listing window to splice—line shows the fund's reported adjusted closes only.
NTSD: before March 19, 2026, NTSD is shown as a simulated daily blend (90% SPY + 60% EFA returns, minus ~0.6% annual drag).
WTLS's inception date of 2026-01-23 is limiting the backtest.