Weekly Investment Strategy Insights
9artifacts
Investment Strategy Insights — 2026-06-21
Single most important action item: Add to QQQ (YTD +20.8%) and VXUS (YTD +13.4%) to capture both domestic growth and international diversification.
Investment Strategy Insights — 2026-06-14
Single most important action item: Rotate 5% from Cash into International Developed (VEA +13.2% YTD) and Emerging Markets (IEMG +19.7% YTD) to capture broadening global momentum.
Investment Strategy Insights — 2026-06-09
Single most important action: Shift 5% from growth equities (VUG/QQQ) into short-term Treasuries (SHY) and cash to reduce portfolio beta ahead of the May jobs report and Iran conflict escalation.
Investment Strategy Insights — 2026-06-08
#1 action item: raise cash and own the CPI, don't fight it. A VIX back near 21 makes a modest hedge cheap-ish; an extra cash/T-bill sleeve at 4% gives you dry powder to buy the dip after the June 10…
Investment Strategy Insights — 2026-06-07
Single most important action item: Watch May CPI on Wednesday June 10.
Investment Strategy Insights — 2026-05-31
#1 action item: hedge the June macro window without abandoning the trend.
Investment Strategy Insights — 2026-05-30
#1 action item: re-add equity exposure but hedge the June macro calendar. Move equities from 54% back to 60%, lengthen Treasury duration to intermediate, keep a 6% cash hedge into the FOMC.
Investment Strategy Insights — 2026-05-17
#1 action item: trim broad equity beta; raise cash to 9%; rotate fixed-income proceeds to the short end.
Investment Strategy Insights — 2026-05-10
#1 action item: rotate the marginal dollar from broad equity beta into Energy (XLE), gold (GLD), and short Treasuries (BIL/SGOV).