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

Stocks rallied last month as global investors bet big on growth and inflation to drive the price of U.S. equities higher. Except for November, when the strategy was hedged, we are pleased to see the equity allocation has performed well this year. Looking forward, the equity allocation is unlikely to be hedged again for the … Read more

Shortly after the strategy began hedging in October by reducing its equity allocation for a position in long-term bonds, the markets began pricing in a Republican sweep of both the White House and Congress. The market reaction, or “Trump trade”, was long stocks and short bonds as the market believed an all-Republican government may lead … Read more

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued strong performance of the S&P 500 that recently set a new all-time high. Due to the weak performance of small cap stocks and a rally in long-term bonds, the strategy met one of two qualifications to … Read more

Despite the recent pullback in stocks starting mid-July, we are pleased to see the equity allocation continues to perform well this year, particularly due to the continued strong performance of the S&P 500 that has rallied back near its all-time highs. Looking forward, the equity allocation is likely to remain unhedged until December which is … Read more