Dual Defense Portfolio Command Center
Last trade signal: 01/31/2026
Last Altruist scheduled rebalance: 01/01/2026
Next Altruist scheduled rebalance: 02/02/2026
Total New Trades: P1 (2) | P2a (5) | P2b (2*) | P3 (6) | P4 (9)
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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
ORNAX - Invesco Municipal Opportunity
Position 4: Canopy Convertible Income
(NEW) ACV - Virtus Diversified Income & Convertible
Position 5: Bonds iShares
FALN - iShares Fallen Angels USD Bond ETF
Position 6: Gold’n Yield
(NEW) IHYF - Invesco High-Yield Bond Factor 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
(NEW) XLV - Health Care Select Sector SPDR ETF
Position 2: SPDR Subsectors
XPH - SPDR S&P Pharmaceuticals ETF
Position 3: iShares Sectors
(NEW) XPH - SPDR S&P Pharmaceuticals ETF
Position 4: iShares Subsectors
IHE - iShares US Pharmaceuticals ETF
Position 5: Vanguard Sectors
(NEW) VHT - Vanguard Health Care ETF
Position 6: Dissimilar Sectors DD
PJP -Invesco Pharmaceuticals ETF
Position 7: Global Prudence DD
(NEW) EEM - iShares MSCI Emerging Markets 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) IHYF -
Invesco High-Yield Bond Factor 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
*internal trades and rebalancing within EZRO is done at fund manager level
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
(NEW) IHYF - Invesco High-Yield Bond Factor 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: CVS - CVS Health Corp
Consumer Staples: EL - Estee Lauder-A
Consumer Discretionary: TSLA - Tesla Inc
Finance: (NEW) GS - Goldman Sachs Group
Industrial: JCI - Johnson Controls International PLC
Energy: (NEW) SU - Suncor Energy
Communications: GOOGL - Alphabet Inc Class A
Real Estate: WELL - Welltower
Technology: AMAT - Applied Materials
Utilities: XEL - Xcel Energy
Materials: ALB - Albemarle
Biotechnology: (NEW) ILMN - Illumina
Position 2: Global Prudence DD
(NEW) EEM - iShares MSCI Emerging Markets ETF
Position 3: Sectors Aggressive DD
(NEW) ITA - iShares US Aerospace & Defense ETF
Position 4: Strategy of Strategies (SOS): Canopy Sector Strike ETF
XPH - SPDR S&P Pharmaceuticals ETF
Position 5: Strategy of Strategies (SOS): Canopy Stylebox
(NEW) AOR - iShares Core Growth Allocation ETF
Position 6: Strategy of Strategies (SOS): Canopy Worldwide-Wide
(NEW) IXJ - iShares Global Healthcare ETF
Position 7: Canopy Crypto
(NEW) RIOT - Riot Blockchain
Position 8: Canopy Momentum Selector
(NEW) MU - Micron Technology
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*Positions 1-3 may employ LEVERAGED stock/ETF holdings
*Expect HIGH daily volatility
Position 1: KRG B3
PILL - Direxion Daily Pharmactl&Med 3X Bull ETF
Position 2: BTC Accelerator
OPEN - Opendoor Technologies
Position 3: Play 13 15
PILL - Direxion Daily Pharmactl&Med 3X Bull ETF
Position 4: Canopy Momentum Selector 1
(NEW) MU - Micron Technology
Position 5: Canopy Momentum Selector 2
(NEW) IREN - Iris Energy Ltd
Position 6: Canopy Crypto
RIOT - RIOT Blockchain
Position 7: Running With Them Bulls DD
TECL - Direxion Daily Technology Bull 3X ETF
Dual Defense Portfolio Strategies
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1. Canopy Dual Defense CONSERVATIVE 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.
A low risk tolerance and aversion to volatility typically means that double-digit returns are out of the question — not here and not with Dual Defense strategies and technology.
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 Dual Defense MODERATE 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 Dual Defense Standard GROWTH 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 Dual Defense AGGRESSIVE* Fund
Who’s It For?
Only for 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 Canopy Standard 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.