I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for September 2026. Over the past month, equities finished slightly higher and bonds finished slightly lower. Stocks continued to trade in a sideways range. I still think they can move higher from here, but rising energy prices—especially gasoline … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for August 2026. Over the past month, momentum in equities has slowed, with the technology-heavy Nasdaq-100 entering the early stages of a correction. Growing concerns about rising Capex spending on AI without a clear return on investment in … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for July 2026. Over the past month, stocks declined from their early June highs. The 10% position in IGV did not play out as anticipated and has been removed from the model for July. While I remain optimistic … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for June 2026. Over the past month, stocks continued their strong rally, validating the excellent timing of our April 1st decision to switch both the equity and bond allocations to a risk-on position. This move has positioned us … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for May 2026. Timing is everything. On April 1st, I made the decision to switch both the equity and bond allocations to a risk-on position, as the data supported a near-term reversal in the stock market. The timing … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for April 2026. The decision to hedge the equity allocation with short-term Treasuries proved beneficial in February. However, our subsequent move to switch the hedge to long-term bonds while shifting the bond allocation to intermediate-term bonds has proven … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for March 2026. Last month’s decision to hedge the equity allocation with short-term Treasuries proved beneficial, as both the S&P 500 and Nasdaq-100 posted modest declines. The risks of a market correction continue to build as equity trends … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for February 2026. With earnings season for the Magnificent 7 now behind us, the market appears priced for perfection. The risk of a near-term correction currently outweighs the likelihood of an immediate breakout to new all-time highs. The … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of your Portfolio Shield™ for January 2026. Following last month’s mild correction, equities rallied to new all-time highs before slightly pulling back in the final week of the year. Despite signs of a gradually slowing economy and a softening labor market, … Read more

I’m pleased to share an update on recent market developments and the strategic positioning of your Portfolio Shield™ for December 2025. Equities experienced a modest correction in November but recovered most losses by month-end. Despite signs of a gradually slowing economy and a softening labor market, Federal Reserve rate cuts continue to support strong risk … Read more