Blend — Multi-Sleeve Allocation

generated 8/17/2026, 12:10:04 PM

Advisory capital weights across the validated sleeves. Prior-anchored max-Sharpe with per-sleeve caps, scaled to an 8% vol target; each estimate blends toward a stated prior and sharpens as live history accrues. The sleeves are near-uncorrelated (see matrix), so the blend targets a higher Sharpe than any single book at near-zero beta. Advisory only — no orders.

Exp. Sharpe
2.34
prior-blended ceiling
Portfolio vol
5.6%
annualized
Residual beta
0.18
0.96 fast-crash
Static SPY short
-$4,418
+$19,640 tail via convexity
Cash
0%
unallocated
Capital base
$25,000
rebalance: insider_hedged

Sleeves

SleeveWeight$ AllocSharpe*VolCapLive days
OptionsAlphaWheel V3 (TLT+USO+SLV, audited ✓)
39%
$9,6501.509.0%45%
Neutral Mom (paper-only: 16-20 trades/day)
0%
$0-0.367.6%15%67
Insider-hedged (1.2x SPY, beta+0.2)
5%
$1,3000.3612.3%40%54
Index VRP (SPX condor, options ✓)
28%
$6,9381.4313.7%35%22
Buyback tilt−SPY (paper/churn: ~40-name basket)
15%
$3,7501.029.0%15%22
Cross-asset TSMOM (crisis-alpha diversifier, research ✓)
13%
$3,3620.5011.0%20%
Cash0%$0

*Sharpe = live-blended toward prior; bar shows weight vs its cap. Wheel/VRP/buyback are prior-anchored until live days accrue.

Correlations (near-zero ⇒ genuine diversification)

options neutral insider vrpbuyback tsmom
options whee1.000.150.100.040.090.00
neutral mom0.151.000.200.020.290.10
insider hedg0.100.201.00-0.090.240.05
vrp0.040.02-0.091.00-0.21-0.03
buyback hedg0.090.290.24-0.211.000.00
tsmom0.000.100.05-0.030.001.00

How to run it: weights are risk-capital targets. Options sleeves (Wheel, Index VRP) are placed manually in Schwab; Insider-hedged uses ≤3 pre-cleared stock buys/day + a 1.2× SPY short. Buyback & Neutral Mom are churn-capped (paper/token). Hold the static SPY short above for calm-market beta, and cover the fast-crash tail with a convexity overlay (long SPY puts / VIX calls), not a bigger linear short: research/402 (2005–2026) found the short-vol (VRP) sleeve's beta jumps ~7× in a fast vol spike, and part of its tail is pure-vega that a SPY short can't hedge at all.

Honest underwrite: through-cycle Sharpe ~1.5–2.0 (the 2.3 is a prior-blended ceiling on thin/optimistic windows). Rebalance monthly or on >20% relative drift.