Portfolio Update: Emerging Market Regional Tilts Drive Outperformance
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Portfolio Update: Emerging Market Regional Tilts Drive Outperformance
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Topics Covered:
- November performance recap for the Moderate Global Balanced Portfolio
- Active equity selection and regional tilts
- Fixed income positioning: intermediate-term U.S. Treasuries
- YTD performance vs. benchmark and risk-adjusted results
- Bitcoin–Gold Rotation strategy: why gold dominated signals this year
- How aggressive clients can use the rotation sleeve
- New absolute-return breakout strategy and its early outperformance
- How global diversification and trend-based discipline helped narrow tracking error
- Where to find the full allocation breakdown (Substack)
Key Highlights:
- Portfolio outperformed the global 60/40 benchmark by 30 bps in November
- Equity sleeve remains 63% of the portfolio, with strong regional contributions
- Fixed income tilts added to monthly returns
- Bitcoin–Gold model returned 41% YTD, with reduced crypto drawdowns
- Absolute-return strategy has outperformed the S&P 500 by ~8% since launch
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