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Capitalizing on Shifting Global Trends

  • Tyler Marshall

Tyler Marshall

06 Jun 2025 • 12 min read
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Capitalizing on Shifting Global Trends
Photo by Dimitri Frixou / Unsplash

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Quiet Portfolio, Loud Market

Quiet Portfolio, Loud Market

The Asymmetric Edge strategy gained 5.74% in May and is up 24.0% year-to-date, more than double the S&P 500. June holds the same four ETFs as May, a quiet rebalance after April's big rotation, with a look at the AI chip melt-up and a hot inflation print.
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Records on Top, Rotation Underneath

U.S. stocks are back in the portfolio with the S&P 500 recently printing new records. The strategy still leads its balanced benchmarks comfortably, but the deeper story this month is what the basket of alternatives has historically done during the worst stock market drawdowns since 1995.
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