CONSERVATIVE
Equity + commodities ≤ 60%
NEUTRAL
positioning
- Equity0%
- Commodities0%
- Fixed income0%
- Cash0%
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Naviquant runs a small number of model portfolios — each with a published allocation, a rebalance rule, and a documented expected return. Most clients fit into one of three.
Each strategy holds the same four sleeves — equity, commodities, fixed income, and cash — and tactically reallocates between defensive, neutral, and risk-on positioning as our systematic signals warrant. The same process applies whether the capital belongs to an individual investor or an institutional plan. The bounds shown below are illustrative; actual positioning is determined by the model's signals at any given time.
Allocations shown are illustrative bounds for each strategy. Actual positioning is determined by the model's signals and varies with market conditions. Past or hypothetical allocations are not indicative of future positioning. See full disclosures.
Every Naviquant strategy is unconstrained, systematic, and tactically active — the same model drives Conservative, Moderate, and Aggressive. Capital is managed directly under a Naviquant mandate.
Equity, fixed income, commodities, precious metals.
The same model drives all three.
Reallocations driven by data, not by the calendar.
Allocation follows the model's signals, not market forecasts.
Fifteen-minute call. No obligation. We'll see whether discipline fits your situation.
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