Book Call For Decembers Numbers >>>

Adventurous Growth: Our strategies within this risk proﬁle generated an average of -0.08% for the month while Nasdaq (QQQ) Index generated -1.56%. Our strategies continue to outperform YTD with +33.11% while QQQ (carrying higher risk than general market) YTD is 21.59%.

Aggressive Growth: Our strategies within this risk proﬁle generated an average of +0.24% for the month while Nasdaq 100 Equal Weight (QQEW) Index generated -1.50%. Our strategies continue to outperform YTD with +26.07% while QQEW (comprehensive representation of risk of overall general market) YTD at 13.89%.

Balanced/Moderate Growth: Our strategies within this risk proﬁle generated an average of +0.98% for the month while S&P-500 Equal Weight (RSP) Index generated +1.92% and MSCI ACWI (ACWI) Index generated +1.04%. Our strategies continue to outperform YTD with +15.73%, while RSP (more balanced representation of risk of US general market) generated 10.77%.

Conservative Growth: Our strategies within this risk proﬁle generated an average of +2.13% for the month while S&P-500 Equal Weight (RSP) Index generated +1.92%. Our strategies continue to outperform YTD with +18.71% while RSP (more balanced representation of risk of overall US general market) YTD at 10.77%.

Preservation Growth: Our strategies within this risk proﬁle generated an average of +0.22% for the month. For YTD, our strategies have generated +8.05% at a considerably lower level of risk (drawdown) of -1.49%.

**Numbers are Net of Fees (assuming an astronomical 2% of advisor & fund fees)**

At the outset of November, our strategies were positioned for an anticipated period of heightened volatility and potential market drawdowns.

Portfolios were tactically aligned to capture volatility effects while maintaining a disciplined approach to risk management. While volatility indeed persisted, and the drawdowns did occur, we saw sharp reversal resulting in overall market recovering from initial drop while market cap weighted and tech-heavy indices lagged.

As a result, our strategies navigated the period largely as expected, demonstrating the effectiveness of our diversiﬁed and risk-aware portfolio framework.

Book 5min Call

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