June Investment Update

June Investment Update

“Never mistake a clear view for a short distance.” –Paul Saffo A significant advantage of trend following is its ability to help investors manage emotions and behaviors by providing a clear, adaptable plan for any market scenario. This systematic investing strategy...

June 2024 Asset Allocation

June 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will not change and will remain overweight. Trends over all timeframes are positive, and it remains the strongest equity asset class. = International Equities Exposure will be at...
May Investor’s Note 2024

May Investor’s Note 2024

“Adaptability is about the powerful difference between adapting to cope and adapting to win.” –Max McKeown The S&P 500 has seen some downward movement this April, with notable volatility that saw a dip of 5.5% as of April 19. However, don’t expect us to hit...

May 2024 Asset Allocation

May 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will increase and remain overweight. Trends over all timeframes are positive and it remains the strongest equity asset class. A portion of exposure will be added from weaker real estate...