I’m pleased to share an update on recent market developments and the strategic adjustments to your Portfolio Shield™ for October 2025. The strategy continues to perform exceptionally well, driven by strong gains in equities, high-yield bonds, and intermediate-term bonds. Despite a gradually slowing economy and weakening labor market, Federal Reserve rate cuts continue to fuel … Read more

I’m pleased to share an update on recent market developments and the strategic adjustments to your Portfolio Shield for September 2025. Last month, the strategy performed exceptionally well, driven by strong gains in equities and high-yield bonds. Despite a gradually slowing economy, several factors support a positive outlook for equities. Corporate earnings exceeded expectations this … Read more

I’m thrilled to share an update on recent market developments and the refined adjustments we’ve made to your Portfolio Shield™ strategy for August. Last month, the strategy excelled, driven by strong rallies in equities and high-yield bonds. Intermediate-term bonds remained flat, neither enhancing nor detracting from overall performance. Despite a gradually slowing economy, several factors … Read more

I’m delighted to provide an update on recent market developments and the strategic enhancements we’ve implemented in your Portfolio Shield™ strategy for July. Last month, the strategy delivered robust performance, capitalizing on synchronized rallies in both equities and bonds. In June, we shifted the equity allocation to a risk-on stance, fully deploying assets between the … Read more

I’m pleased to share an update on recent market developments and the adjustments we’ve made to your Portfolio Shield™ strategy for June.  In April, we reduced equity exposure and added long-term bonds to hedge against a potential market downturn. We maintained this cautious approach in May, during which stocks rallied while long-term bonds declined. Despite … Read more

I’m pleased to update you on recent market developments and the adjustments we’ve made to your Portfolio Shield™ strategy for May.  Last month, we reduced equity exposure and added long-term bonds to hedge against a potential market downturn. When stocks declined in early April, bond prices also dipped, but our strategy effectively limited losses compared … Read more

I’m writing to update you on recent market developments and the adjustments we’ve made to your Portfolio Shield™ strategy for April.  In March, stocks continued their decline as institutional and professional investors sold off holdings. This was driven by uncertainty over tariff impacts and doubts about whether technology firms will see meaningful returns on their … Read more

I want to update you on recent market developments and the adjustments to your Portfolio Shield™ strategy for March. Last month, stocks reached a new all-time high, mainly due to optimistic sentiment among retail investors and active buying during market dips. However, this enthusiasm was short-lived, as significant price declines occurred in the last week … Read more

I want to update you on recent market developments and the adjustments to your Portfolio Shield™ strategy for February. As we entered the new year, stocks rallied to new all-time highs, driven largely by optimistic investor sentiment and aggressive buying during market dips. This enthusiasm is fueled by expectations of continued growth under President Trump’s … Read more

I want to update you on the recent developments in the market and the adjustments made to your Portfolio Shield™ strategy. After reaching all-time highs in December, we observed a pullback in stock prices. However, the overall trend remains positive, driven by several factors: robust corporate share buybacks, the expectation of a pro-business Republican government, … Read more