Strategies as timelines you can walk — not a quiz that spits a colour.
Goal-based cores, satellite alts, direct-index tilts, and AI sleeves are recipes. This page is a vertical timeline: pick a job, pick a pace, pick a liquidity budget. Custom portfolios come after you can explain the recipe in one sentence.
Step 1
Name the job
If you cannot, you are collecting products.
Step 2
Pick a pace
Daily marks vs seven-year holds.
Step 3
Cap the slow money
Illiquid % is a strategy choice.
Step 4
Choose engines
AI, index, RWA, cash — then stop adding.
We will not colour-code your personality
Risk questionnaires that output “orange aggressive” are how people overtrade. Strategies on Delvue start from a job: emergency cash, home 2029, retirement, satellite curiosity. The timeline on this page is the pedagogy.
- Job → pace → liquidity cap → engines
- Colour labels optional and secondary
- Academy teaches the same sequence
Rebalancing is part of the strategy
A strategy that never says when to trade is a brochure. Bands, calendars, and tax notes belong here, then live on Portfolio Management.
- Calendar vs drift triggers
- What we refuse to automate by default
- How RWA hold periods override a pretty rebalance
Multi-asset is a consequence
If your jobs need listed, tokenized, and cash, you already have a multi-asset strategy. We just should not hide the illiquid bit.
- Multi-asset investing as honesty, not a buzzword
- Wealth Intelligence shows the mix
- Risk Center shows when the mix is a lie
Goal-based
A date and a NAD number beat “moderate”.
Core-satellite
Index or AI core, alts as a budgeted satellite.
AI mandate
Drift bands instead of a mysterious black box.
Regional tilt
SADC names on purpose, not by accident.
Cash ladder
Near-term life is not in a seven-year note.
Custom later
Custom portfolios for those who can write an IPS.
| Recipe | Pace | Fails when |
|---|---|---|
| Cash + goals | Life-speed | You skip the cash floor |
| Index core | Market-speed | You need a veto you never set |
| AI sleeve | Drift-speed | You wanted a casino |
| Alts satellite | Project-speed | You needed 30-day cash |
Will there be model portfolios?
Possibly as starting points. They will be labelled as such, not as destiny.
Custom portfolios?
Yes as a direction — for people who can write constraints. Not a day-one toy.
Is this advice?
No. Education and product design. Licensed advice is a different legal object.
Where do I try the UI?
Showcase, then waitlist.
Continue
Wealth Intelligence
Wealth Intelligence is the light-mode desk for households: what you have, how it is mixed, which goals are funded, and whether liquidity will survive the next school term. It is not a fitness app for money. It is a calm board.
Direct Indexing
Direct indexing on Delvue is a builder: pick a SADC or global blueprint, tilt sectors, drop names, cap weights. The mock shows sector bars and exclusion chips. Live trading is not on yet. The idea is ownership and tax-aware lots when local rules allow.
Delvue Academy
Academy is a curriculum: compounding in NAD, direct indexing versus unit trusts, tokenization and title, how to read an AI risk note. The mock is a lesson list because completion should feel like school, not like growth-hacking.
Investment Strategies is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.