February 2025
Mar 31, 2025
Last month I mentioned: “We got news of North America tariffs, 5 years ago we signed the USMCA (new NAFTA) and now it is broken with new tariffs to Mexico and Canada. Is this a posturing or is it just a new tax on the American public? Regardless of the answer to that question, it caused a 1% drop in the market late Friday afternoon, bump in the road or something more? We will see soon enough.”
Looks like we got a bit of pullback, likely from all the tariff talk, and other geopolitical events.
Regardless, we had a great January, and February was looking stellar right up until it wasn’t… Time to see if this is a ‘buy the dip’ or something else.
Not many changes for the strategies month to month, see the reporting decks, and image below of changes to the main strategies is after the chart of February 2025 Russell 1000.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
Reporting Desks and Allocation file download.
Looks like we got a bit of pullback, likely from all the tariff talk, and other geopolitical events.
Regardless, we had a great January, and February was looking stellar right up until it wasn’t… Time to see if this is a ‘buy the dip’ or something else.
Not many changes for the strategies month to month, see the reporting decks, and image below of changes to the main strategies is after the chart of February 2025 Russell 1000.
GPMv goes fully invested for February, and Triad goes more aggressive, but keeps a 1/6th position in BIL.
Be sure to look at the Strategy and Model Portfolio Fact Sheets, the following PDF/Excel files are combined into the single ZIP for download, link below:
DMS Model Portfolios
DMS Strategies
DMS Bamboo Allocations
DMS High Test
DMS Allocation Spreadsheet
Reporting Desks and Allocation file download.