ETF Foundry
DRAFT — HYPOTHETICAL MODEL PORTFOLIO — NOT A REGISTERED FUND, NOT AN OFFER TO SELL SECURITIES, NOT INVESTMENT ADVICE.
Saved return-stack · hypothetical

FBLV - Foundry Managed Volatility 90/60 ETF

HYPOTHETICAL MODELSaved Aug 5, 2026·recipe only·Vol target 10%

Legs

What is stacked, and at what weight

Equity (market)0.9×
Bond (Treasury sleeve) · 10-year0.6×

Financing

Leverage and its cost

Gross leverage1.5×
Financed portion (L−1)0.5×
Financing spread0.50%

How it’s modeled

What the curve represents

A modeled monthly-rebalanced financed blend — the borrowed portion (L−1) is charged rf + the financing spread, matching how real NTSX-style funds finance via futures (whose roll/basis differ slightly). Not a fund NAV.

Overlay

Vol target 10%

Volatility target10% annualized · 6-mo lookback · max 1.5× exposure

Exposure is scaled toward the target from trailing realized vol; above 1× the extra is financed.

Financing spread0.5% over the risk-free rate

An overlay transforms this fund’s return stream, not its holdings — the positions below are the underlying book. Option and leverage payoffs are modeled, not simulated from traded contracts.

Live result

Re-runs this saved recipe now and shows the resulting holdings, compliance checks, and backtest — the same views the Builder produces. These are hypothetical model figures that move as the underlying data updates.

FBLV - Foundry Managed Volatility 90/60 ETF

A financed blend — a modeled monthly-rebalanced book, so there are no holdings or compliance checks to solve. See the recipe above for how it’s modeled.

Holdings

This recipe has no stored snapshot

Recipe only — re-solve it in the Builder to see holdings.

Fund documents

Draft model-portfolio documents — not a registered fund’s filings

This fund holds no individual securities and its draft prospectus text would describe a rules-based equity factor sleeve, so no documents are generated for it.

Every document is a DRAFT for a hypothetical model portfolio — not a registered fund, not an offer to sell securities, and not investment advice. Figures are illustrative.

A saved fund is a hypothetical model portfolio for research display only. It is not a registered fund, not an offer to sell securities, and not investment advice. Any stored snapshot reflects model weights at a point in time and is not a live portfolio.