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with Tal Davidson

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The Elephant Portfolio

The Elephant Portfolio is a diversified portfolio of global asset classes. The Elephant portfolio conservative portfolio constructed from five ETFs, and suitable all market conditions. The Elephant Portfolio seeks long-term capital appreciation while limiting portfolio volatility and drawdowns to the minimum. The Elephant Portfolio targets aim to beat global diversified stock/bond indices over the long term.

Attributes of the Elephant Portfolio:

  • Diversified – holds ETFs of Stocks, Bonds, REITs, and commodities, both domestic and international
  • High Return Potential over the long term – Stock portion tilted towards Value and Momentum
  • Limited volatility & Drawdown (compared to Value and Momentum tilted portfolios) – resulting from diversification across asset classes and inherent ETF’s use of trend-following exit triggers
  • Low Cost – holds low-cost ETFs
  • Low Maintenance – rebalance only once per year
  • Tax Efficient – enjoys ETFs’ tax-deferred structure

Portfolio Returns

Portfolio Holdings


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