In this quarter’s trade memo, we review the recent portfolio rebalance, explain what worked in the markets so far this year, and discuss how diversification continues to support long-term investment strategies.

Markets are improving, but discipline still matters. Our Q4 2025 Trade Memo explains how we increased equity exposure, leaned into AI-driven growth, and upgraded fixed income—while keeping risk intentional and portfolios flexible.

Explore what changed in your portfolio this quarter—and why we’re staying both strategic and grounded as markets shift and the Fed finally moves.

Markets rallied—but we didn’t just ride the wave. In Q2 2025, we made disciplined, forward-looking portfolio adjustments. Watch the video to see how we’re positioning for what’s next.

In our Q1 2025 trade memo, we highlight strategic adjustments made to the portfolio, including a focus on U.S. stocks, tactical risk management, and navigating inflationary pressures. Read more to understand how these adjustments align with current market conditions.