My partners and I have been deeply engaged with the markets, watching developments unfold in real time. We have seen this movie before. This is not our first encounter with extreme volatility, nor will it be the last.
We live in a world addicted to instant reactions but we do not respond with panic. We do not sell on fear or buy on euphoria.
Yes, short-term volatility is affecting some of our strategies, and we do not shy away from acknowledging that. It is part of the process. Unavoidable, yes but not unexpected.
Unlike some voices in the market, we are not selling a $99 newsletter per year promising quick answers. I’m not a social media commentator or an armchair expert. I’m an actual investor, committed, accountable, and fully aligned with my clients.
We have real skin in the game. We put our money where our mouth is.
I do not let personal political views influence my investment decisions. Discipline and objectivity come first. Our portfolios are well-diversified in terms of strategies and asset classes to accommodate different risk profiles.
Briefly, where we stand today in the middle of all this chaos:
1. Continuing to enhance risk management through existing core alternatives.
2. Capitalizing on the stress facing the US dollar through select fund strategies.
3. Maintaining a tactical exposure to US Treasury bonds.
4. Taking new positions in select stocks alongside existing allocation.
5. Investment-grade bonds are favored over high-yield instruments.
6. Zero exposure to illiquid or highly leveraged investments.
7. Modestly increasing existing gold allocation.
8. Boosting exposure to commodities.
9. Fine-tuning allocation to digital assets.
10. Not stepping back from technology and AI.
I will continue to watch how the situation evolves. For now, it is a time for investors to stay open-minded, keep the ego on mute, and do not let their inner drama queen guide their decision-making.