A.I.M. Users Bulletin Board

[ls7550]

DSCF looks like a somewhat AIM like style fund

https://disciplinefunds.com/faqs/

The Discipline Fund doesn't apply a static weighting because we know that risk is dynamic. Instead, we apply a systematic, data-driven algorithm designed to calculate the current risk level of global stock and bond markets based on market capitalization, market valuations and macroeconomic data. The algorithm is constructed using a countercyclical rebalancing methodology which seeks to adjust the portfolio’s holdings to account for current market and macroeconomic risks.
In the event of a large stock market or macroeconomic decline (that is, the U.S. economy is performing poorly), the countercyclical rebalancing methodology may result in a higher stock allocation. For example, if the stock market declined and a typical passively-managed 50-50 portfolio became a 40-60 stock-bond allocation, it would again be reallocated back to its original 50-50 stock/bond allocation. Whereas, the Discipline Fund may be reallocated to a 60-40 stock-bond allocation to account for the potential that equities often become less risky after they have declined in value.

Recent factsheet indicates its 49/51 stock/bond weighted.

Just seen it for the first time myself, its around a year old now, posted here as it may be of general interest to AIM'ers.

Clive