Dual Defense Portfolio Command Center
Last trade signal: 11/30/2025
Last Altruist scheduled rebalance : 12/01/2025
Next Altruist scheduled rebalance : 01/01/2026
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Position 1: Canopy HYCC Income
GLDI - UBS Gold Shares Covered Call ETN
Position 2: Canopy DIVFUND Rotation
IDV - iShares Int’l Select Dividend ETF
Position 3: Bond Buddies
(NEW) ORNAX - Invesco Municipal Opportunity
Position 4: Canopy Convertible Income
ECF - Ellsworth Growth and Income
Position 5: Bonds iShares
FALN - iShares Fallen Angels USD Bond ETF
Position 6: Gold’n Yield
GLD - SPDR Gold ETF
Position 7: Treasuries
TLH - iShares 10-20 Year Treasury Bond ETF
Position 8: Bonds NPF
(NEW) PHB - Invesco Hi Yld Corp Bond ETF
Position 9: Bonds SPDR
JNK - SPDR High Yield Bond ETF
Position 10: Buffet Backstop
BRK.B - Berkshire Hathaway-B
Position 11: Canopy Defensive Equity ETF
QEFA - SPDR MSCI EAFE Strategic Factors ETF
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Positions 1-8 collectively known as: EZ-RO Sector Rotation Index
Position 1: SPDR Sectors DD
XLK - Technology Select Sector SPDR ETF
Position 2: SPDR Subsectors
XNTK - SPDR NYSE Technology ETF
Position 3: iShares Sectors
IYW - iShares US Technology ETF
Position 4: iShares Subsectors
ITA - iShares US Aerospace & Defense ETF
Position 5: Vanguard Sectors
VGT - Vanguard Information Tech ETF
Position 6: Dissimilar Sectors DD
XLK - Technology Select Sector SPDR ETF
Position 7: Global Prudence DD
SPYG - SPDR Portfolio S&P 500 Growth ETF
Position 8: AI Champions DD
ARKK - ARK Innovation ETF
Position 9: Canopy HYCC Income
GLDI - UBS ETRACS Gold Shares Covered Call ETN
Position 10: Canopy DIVFUND Rotation
IDV - iShares International Select Dividnd ETF
Position 11: Strategy of Strategies (SOS: Canopy Gold’n Bonds
(NEW) GLD - SPDR Gold ETF
Position 12: Canopy Defensive HOLDING Core
USMV - iShares MSCI Min Vol Factor ETF
BRK.B - Berkshire Hathaway Inc. New Common Stock
SPHD - Invesco S&P 500 High Dividend Low Volatility ETF
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Position 1: EZ-RO Sector Rotation Index ETF
EZRO - AlphaDroid Defensive Sector Rotation ETF
Position 2: Canopy HYCC Income
GLDI - UBS ETRACS Gold Shares Covered Call ETN
Position 3: Canopy DIVFUND Rotation
IDV - iShares International Select Dividnd ETF
Position 4: Strategy of Strategies (SOS: Canopy Gold’n Bonds
GLD - SPDR Gold ETF
Position 5: Canopy Defensive HOLDING Core
USMV - iShares MSCI Min Vol Factor ETF
BRK.B - Berkshire Hathaway Inc. New Common Stock
SPHD - Invesco S&P 500 High Dividend Low Volatility ETF
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Position 1: Canopy STOCKS (Top 12 Sector Stocks)
Healthcare:(NEW)CVS - CVS Health Corp
Consumer Staples: EL - Estee Lauder-A
Consumer Discretionary: TSLA - Tesla Inc
Finance: (NEW) AXP - American Express
Industrial: (NEW) JCI - Johnson Controls International PLC
Energy: VLO - Valero Energy
Communications: GOOGL - Alphabet Inc Class A
Real Estate: WELL - Welltower
Technology: (NEW) AMAT - Applied Materials
Utilities: (NEW) XEL - Xcel Energy
Materials: NEM - Newmont Goldcorp
Biotechnology: (NEW) JAZZ - Pharmaceuticals PLC
Position 2: Global Prudence DD
SPYG - SPDR Portfolio S&P 500 Growth ETF
Position 3: Sectors Aggressive DD
ITA - iShares US Aerospace & Defense ETF
Position 4: Strategy of Strategies (SOS): Canopy Sector Strike ETF
(NEW) XNTK - SPDR NYSE Technology ETF
Position 5: Strategy of Strategies (SOS): Canopy Stylebox
(NEW) GLD - SPDR Gold ETF
Position 6: Strategy of Strategies (SOS): Canopy Worldwide-Wide
(NEW) AIA - iShares Asia 50 ETF
Position 7: Canopy Crypto
(NEW) EBIT - Harbor AlphaEdge Small Cap Earners ETF
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*Positions 1-3 may employ LEVERAGED stock/ETF holdings
*Expect HIGH daily volatility
Position 1: KRG B3
BULZ - MicroSectors Slct FANG Inn 3X Lvgd ETNs
Position 2: BTC Accelerator
OPEN - Opendoor Technologies
Position 3:Play 13 15
TECL - Direxion Daily Technology Bull 3X ETF
Position 4: Canopy Momentum Selector 1
IREN - Iris Energy Ltd
Position 5: Canopy Momentum Selector 2
CIFR - Cipher Mining Inc
Position 6: Canopy Crypto
(NEW) EBIT - Harbor AlphaEdge Small Cap Earners ETF
Position 7: Running With Them Bulls DD
(NEW) TECL - Direxion Daily Technology Bull 3X ETF
Dual Defense Portfolio Strategies
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1. Canopy Conservative Dual Defense Fund
Who’s It For?
Designed for conservative investors who require a fixed income that maintains pace with inflation but still has ability to appreciate and provide positive returns and Alpha against the US Aggregate Bond Index.
What’s In It?
Composed of carefully chosen bond funds, hedged equity funds, preferred and convertible securities, and broadly diversified dividend funds.
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2. Canopy Moderate Dual Defense Fund*
Who’s It For?
Moderate risk investors seeking market-beating potential with less volatility than our flagship Canopy Growth Fund.
What’s In It?
Majority weight to the eight EZ-RO index holdings - a carefully chosen collection of momentum leaders in various sector / sub-sector equity funds; minority positions are rounded out with hedged equity and defensive holdings.
*Nonqualified accounts subs EZRO ETF for the eight EZ-RO index holdings (equal weight) to reduce tax implications caused by tactical trading
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3. Canopy Growth Dual Defense Fund
Who’s It For?
This flagship fund is designed for growth-oriented investors with 5+ year investment horizon. Like many other strategies it implements our Dual Defense approach to own momentum leaders in bull markets and employ alternative bear market strategies during prolonged downturns. This combination approach lends to the high Alpha potential.
What’s In It?
Composed of carefully chosen individual stocks that have been identified as momentum leaders in their respective sectors; also includes other factors, themes and styles for broad based and global growth potential.
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4. Canopy AGGRESSIVE* Dual Defense Fund
Who’s It For?
Only only ultra-aggressive investors with high risk tolerances seeking the ultimate risk-reward potential. Without the oversight of Dual Defense, understand that this portfolio could sustain catastrophic losses potentially exceeding 50% or more. *Expect extremely high daily volatility.
What’s In It?
Similar to the flagship Canopy Growth Fund, this portfolio implements a Dual Defense approach to identify the highest growth opportunities and trends using single stocks, 2-3x leveraged ETFs, thematic leaders and cryptocurrency funds. The Canop AGGRESSIVE Fund has Alpha-Crushing potential.