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Portfolio Management & Research


Portfolio Core Allocation

We are committed to the long-term management of finances through the continual investment in asset classes that align with anticipated macroeconomic trends.

This approach is based on a thorough analysis of current macroeconomic conditions and is backed by data demonstrating momentum.

Below is a chart illustrating the momentum of the equity index (S&P 500), which trends according to a significant macroeconomic indicator (US ISM PMI) and follows a cyclical pattern.






Portfolio Tactical Allocation

 
Also commonly known as short term trading. Observing the cyclical patterns between the macroeconomic factors and the equity index as discussed above, we incorporate these cyclical trends into the pricing structures of individual stocks. Subsequently, we streamline the momentum data and establish positions that align with the prevailing price trends, focusing on areas where the risk/reward ratio is most favorable.

Below are several of the primary price structures.

Image above: Price Cycle



Image above: Price Accumulation

Image above: Price Re-accumulation



Image above: Price Distribution




Image above: Price re-distribution

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Historical Stock Market Performance During the Year of the Snake (2025)

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Week Ahead: Trump Trade and the Resilient US Economy

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Week Ahead: US Indices Momemtum in Question

    Week Ahead: 10 March 2025 Key event this week was  U.S. indices technically closed below the key 30-week (or 150-day) moving average . For the upward trend to continue, the indices need to reclaim levels above the moving averages. Remaining below the 30-week (or 150-day) moving average could indicate that the upward trend has reversed downward. However, in the short term, we expect a rebound as the indices trade near their respective support levels. Medium Term: S&P 500 (SPX):  The S&P 500 broke below its key upward trendline, which had been established since October 2023. In the longer term, we expect the index to trade sideways or move in a downward direction. In the short term, we anticipate the S&P 500 will find support at the 5,700 level and could rebound to test the 5,860 and then the 5,966 resistance zones. Straits Times Index (STI):  The technical trend remains bullish. We maintain a constructive outlook while staying vigilant for any sig...
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