Capital Wealth Model Portfolios
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A mountain range rising above a sea of clouds at sunriseCapital Wealth · The Books
Four Views Of The Market

Pick the market you believe in.

Four ways the next twelve months could go — inflation stays hot, the AI build-out keeps accelerating, rates come down gently, or growth stalls while prices don't. Each view has a portfolio built for it. Our money is on the first one.

Grocery prices — inflation
View 01

Inflation Stays HotOur view

Washington keeps spending into a strong economy, so prices keep climbing. Own energy, gold, defense and companies that can raise prices — not long-term bonds.

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AI data center
View 02

The AI Build-Out Accelerates

Hundreds of billions in data-center spending each year. Own the whole supply chain — chips, memory, power, networking — not just one stock.

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Housing gets its turn as rates ease
View 03

Rates Come Down Gently

Inflation cools, the Fed cuts, and everything that's been left behind — small caps, housing, real estate — finally gets its turn.

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Prices staying high
View 04

Growth Stalls, Prices Don't

The hardest market — a slowing economy with sticky inflation. The defensive book: staples, healthcare, gold and T-bills. This is the insurance policy.

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Election Watch
— days to November 3, 2026

Five roads to the midterms — and the book for each

S1
The Textbook MidtermBase case

Chop into October, relief after the vote. Defensive payers carry you in; the discretionary sleeve catches the turn.

S2
Gridlock Gets Priced Early

Divided government firms up early and the relief rally starts ahead of schedule. Broad quality re-rates; stay invested.

S3
Fiscal Heat Into The Vote

Campaign promises land on a hot economy — the inflation regime reasserts. Energy, gold and pricing power lead (Theme 1, house view).

S4
The Growth Scare

The data cracks before the country votes. Staples, healthcare and T-bills do the work (Theme 4 is the standing hedge).

S5
The Contested Count

Recounts and litigation — a sharp volatility spike with a short historical half-life. The T-bill + gold ballast is sized for exactly this week.

Deep-dive briefs for each scenario — market path, what leads, what to watch — live on the Themes page →

Everything Else

Tools, reports & the protected-growth side

The reference material that used to live scattered down this page — one line each.

Portfolios by DecadeIn your 30s, 40s, 50s or 60s — how the aggressive-to-dividend mix moves, with the evidence.Open → Combination PortfoliosManaged market core + annuity-protected floor + income — every dollar gets one job.Open → Reading the NumbersSharpe, beta, drawdown, yield — every metric on these pages in plain English, with live examples.Open → Investment Commentary №1Where is the market headed? Prediction-market odds, the theme tracker, and what the books did.Open → Sequence of ReturnsThe evidence note behind the 50s de-risking step — same average return, opposite outcomes.Open → How Many Stocks?The diversification evidence (Statman, Bessembinder) behind the income books' 25–80 names.Open → Watchlist & Recent ChangesWhat we're watching and the latest adds, trims and exits across the books.Open → Reports & Fact SheetsPrintable one-pagers per model — performance, risk stats and holdings.Open → 403(b) Vanguard FundsThe school-plan menus: five Vanguard passive mixes plus the CWLG custom tiers.Open → Full Data TablesThe complete table view — every model, every holding, every weight (client passcode).Open → MethodologyHow we build: the CFP-grounded construction standards behind every book.Open → Risk QuizTwo minutes to find which tier fits — conservative to aggressive.Open → Protected GrowthThe annuity side: floors and guarantees for the money that can't ride out a drawdown.Open → Retirement CalculatorProject savings, income and the gap — with and without the guardrails.Open →