LONG-HORIZON GLOBAL FLEXI-CAP MODEL PORTFOLIO
qyu Core: mandate, risk, and public performance.
A research-led book for medium- to long-term allocation decisions across global equities, ETFs, duration proxies, and commodity sleeves.
Portfolio brief
Answer what qyu would own today, given the current macro regime, valuation setup, earnings quality, and risk budget.
- Horizon
- Medium to long term
- Cadence
- Monthly rebalance, emergency review on regime breaks
- Default benchmark
- S&P 500 default, with global index comparisons
Risk rules
- Max single equity weight: 8%
- Max ETF or instrument weight: 15%
- Max sector exposure: 30%
- Max non-US country exposure: 25%
- Max commodity exposure: 15%
- Max debt exposure: 30%
- Cash or T-bill sleeve allowed up to 20% depending on risk regime
Method
Start with the regime
Classify growth, inflation, rates, liquidity, risk appetite, dollar regime, and credit conditions before security selection.
Score the universe
Rank eligible instruments on business quality, valuation, earnings change, macro fit, and risk budget.
Explain the thesis
Use the AI layer for thesis memos, contradiction checks, risk summaries, and plain-English change notes, never as the sole source of numbers.
Publish with approvals
Version every release, record the approver, and keep the exact disclosure and rationale visible to the user.