Just added a Commonstock watchlist for you with 23 assets: https://commonstock.com/pger/watchlist

Salient Features:

1) The Beta is kept below 1.5

2) The return attribution is partitioned into style and sector. The two primary styles are small-cap and value. The primary sector tilt is resources, with PGM mining being core.

3) The portfolio was de-risked with low-beta, low-volatility, and high-dividend stocks such as $BTI $JNJ and $VZ

4) The equally weighted $RSP is preferred to the $SPY

5) Lastly, long-term bonds were added to balance risk. Ideally, active management would require ST Bonds now as the curve is steeped at the shorter end; however, LT Bonds are good for a buy-and-hold portfolio.

Duration until rebalancing: 6 months.