🚀 A Decade +26% CAGR & 22% MDD Portfolio
Combine Ultra Defensive & Alpha Allocation Portfolio Result
To read our full disclaimer, click here.
“Do not put all your eggs in one basket.” — Warren Buffett
In investing, the right combination of strategies dramatically lowers the risk of any single strategy failing you.
The Alpha Allocation Portfolio generates remarkable returns, but here’s the truth: it only started working after the ETF market exploded. Since 2020, global ETF assets have doubled to $19.4 trillion alongside a massive surge in passive indexing. This fragmentation created the “sector rotation super-cycle” that Alpha Allocation exploits. This strategy simply wouldn’t have worked before 2020.
On the other hand, our Ultra Defensive Growth Portfolio is a battle-tested, long-lasting approach that has proven itself over more than a decade across every market condition, from crashes to booms.
For us, the sensible move is clear: invest in both.
For you, it doesn’t need to be complicated. You can learn both approaches and choose whichever feels most comfortable to master your portfolio building skill.
Alpha Allocation Portfolio - Aggregative Growth Through Sector Rotation
6yrs Portfolio key performance: +32.5% Annual Return & 23.5% max drawdown
Role: Aggressive growth through sector rotation
Strengths: Monthly sector selection, tactical leverage, uncorrelated returns
Works in: Bull markets, momentum super-cycles, ETF fragmentation
Ultra Defensive Growth Portfolio - Capital Preservation & Steady Compounding
10yrs Portfolio key performance: +21.5% Annual Return & 18.1% max drawdown
Role: Capital preservation and steady compounding
Strengths: Daily volatility scaling, multi-asset defense, regime resilience
Works in: Crashes, choppy markets, inflation shocks
Why They Work Better Together: Risk Elimination
1. Single-Strategy Risk Neutralized
Defensive Alone: Safe but misses explosive bull runs.
Growth Alone: Amazing returns but vulnerable to prolonged bears.
Together: Steady base + tactical acceleration = smoother, higher returns.
2. Regime-Resilient Performance
No strategy wins in every environment. That’s why we combine the strategies.
3. Behavioral Perfection
Ultra Defensive keeps you calm during crashes.
Alpha Allocation keeps you confident during booms.
Result: No panic selling, no FOMO buying—just mathematics working.
📊 Our Combination Portfolio Result
Our Alpha Allocation Portfolio started in 2020, before 2020, we 100% Ultra Defensive Portfolio.
After 2020, we allocate 80% to Alpha Allocation Portfolio while 20% to Ultra Defensive Portfolio.
Why?
This combination gave us a portfolio with 22% max drawdown. And this max drawdown is what we can accept. Your risk tolerant level is different, try to combine your own multi-portfolios and that result the max drawdown that you can accept.
Combine Strategy Stats:
🟢 CAGR: +25.9%
🟢 Max Drawdown: -21.8%
🟢 Worse year return: -3.4% (vs -18.2% S&P500 return)
🟢 Outperform S&P500 For 10 Years (i.e. 100% outperform!)
🏅 Why This Beats Going Alone
Passive Indexing: Safe but mediocre returns in a rotating market.
Single Growth Strategy: High returns but single-point failure risk.
🏆 This Combination: Professional-grade diversification + tactical edge.
This is how institutions build portfolios that survive and thrive for decades.
PS…Ready to go deeper?
🔔 FREE Subscriber Additional Bonus:
$0 to $100,000 Wealth Building Guide - Learn how to build your wealth fast in stock market
Alpha Allocation & Ultra Defensive Growth Portfolio - Daily NAV, full strategy report snippet, AI report for both portfolios (up to 2025)
🔔 Paid Subscriber Additional Bonus:
Alpha Allocation Portfolio Investment Journal (2025) - Explain the rational of every investment decisions in 2025 to help you to learn from us
Alpha Allocation & Ultra Defensive Growth Portfolio - Trade orders & full strategy reports (up to 2025)
⭐ Bonus Portfolio - Super Easy Beating Market - An easy rotation strategy that beat the market — can be done 100% on your own
Disclaimer: This content is solely for informational and educational purposes. The content herein does not constitute, and shall not be construed as, financial, legal, or investment advice. It is not an offer, solicitation, or recommendation to engage in any transaction involving securities or other financial instruments.
All insights presented reflect the author’s independent observations and analysis as of the date of publication. This content is not tailored to the specific investment objectives, financial situation, or particular needs of any individual recipient. Accordingly, readers should not make any investment decision based solely on this content without seeking independent professional advice and performing their own due diligence.
Investing in financial markets involves significant risk, including the potential loss of all capital invested. Historical performance data and backtesting results are provided for illustrative purposes only and are not a reliable indicator of future returns. FirstGlow Capital and its affiliates disclaim any liability for losses arising from the use of or reliance on the information contained in this journal.
To read our full disclaimer, click here.