Q2 - 2025 Trade Memo: Navigating New Terrain with Focus and Flexibility
The second quarter of 2025 presented a unique set of opportunities—and challenges—for investors. At LynnLeigh & Company, we approached this moment not with hesitation, but with intentionality. In this quarter’s trade memo video, we walk you through the precise moves we made to strengthen portfolios in an environment shaped by optimism, volatility, and shifting policy signals.
Rather than chasing momentum, we used the recent market rally to lock in gains, reduce risk, and sharpen our focus on high-conviction positions. We scaled back our U.S. equity overweight, rotated toward quality and innovation, and reduced emerging market exposure to avoid headline-driven surprises. Our fixed income strategy evolved as well, trimming gold after an impressive run and rebalancing into short-term TIPS and long-duration Treasuries to buffer against potential economic slowdowns and disinflationary trends.
This update isn’t just about the moves we’ve made—it’s about the mindset that drives them. We continue to see diversification, discipline, and forward-looking analysis as the bedrock of successful investing. From adjusting for geopolitical turbulence to reinforcing resilient sectors, our portfolio positioning reflects both caution and confidence.
Whether you’re nearing retirement or simply seeking clarity in a complex market, this brief video offers a window into our approach. You’ll hear how our February foresight paid off and why we’re entering the second half of the year with a steady hand and a clear strategy.
Press play to explore the why behind our decisions—and what it means for your long-term goals.
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