Moving Up

S.T.A.Y. Plus™ current position for Active portion of portfolio:  "BUY" 

We are still invested in the market and swapped out some securities in the Active portfolio earlier today. Our goal in the active portfolio is to identify securities that are poised to move up, but also share characteristics of securities that are less likely to have a drawdown. As you can imagine, this is a tall order, but with our new platform at Axos and the software that we are using for analysis, it is remarkable what can be done. It has also been helpful to have greater diversification across 10-12 securities, so that one bad apple doesn't spoil the entire basket. In addition, the bad apples can easily be identified and replaced before the entire bucket is impacted. 

The objective of the Core portfolio is to be a stabilizing factor. We definitely want some return from it, but it's priority is to never have significant drawdowns (less than 2%). Although it's hard to tell on the graph below, in the last couple of weeks the Core portfolio had had about .5% return (10-12% annually). This is excellent for the Core portfolio. 

As you know, all of our clients share a mix both portfolios that coincides with their risk tolerance. We feel that we are well positioned for whatever 2025 throws at us- Bull or Bear!

Weekly S&P 500 Chart (with all-time high shown)

​Monthly S&P 500 Chart (with all-time high shown)