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Where We’re Investing in 2025: A Look Inside Our Portfolios

  • Writer: Greg Luken
    Greg Luken
  • Sep 21
  • 2 min read

Updated: 2 days ago

As we move through mid-2025, markets are relatively calm. However, anyone who has been investing for a while knows that calm seas don’t last forever. That’s why our portfolios are currently the most diversified they’ve been in more than a decade.


Here’s a snapshot of how we’re positioning right now:


A look inside our investment portfolios.

Ultra-Short Bonds, Gold, and Alternatives


We’ve added ultra-short-term bonds for stability and liquidity. Alongside this, we have allocated resources to gold and select alternative strategies to help balance risk. These positions are designed to hold their ground when markets become volatile.


High-Dividend ETFs with Covered Call Strategies


We are utilizing several high-dividend ETFs. Some of these employ advanced strategies like covered calls. These funds generate well above-average dividends, exceeding 7%. This income helps smooth out the inevitable fluctuations of the market.


Stocks Still in an Uptrend


Both U.S. and international stocks remain in an uptrend. However, momentum is beginning to slow. Instead of guessing what comes next, we rely on our quantitative, mathematical process. We focus on data, not headlines or emotions, to guide our decisions.


A Disciplined Approach: Knowing When to Hold and Fold


We call this the “Kenny Rogers” approach to investing: know when to hold them, know when to fold them. The key is having a game plan for both rising and declining markets. It is crucial to have a clear way to distinguish between the two.



If you’d like to explore more about how we’re thinking about the markets right now, consider the following resources:


Our goal is to help you invest with clarity, confidence, and a plan that works in both calm and volatile markets.


The Importance of Diversification


Diversification is a crucial strategy in investing. It helps mitigate risk by spreading investments across various asset classes. This approach can protect your portfolio during market downturns.


Understanding Market Trends


Keeping an eye on market trends is essential. It allows investors to make informed decisions. By analyzing data, you can identify potential opportunities and risks.


The Role of Research in Investing


Research is vital in the investment process. It provides insights into market conditions and helps you understand the performance of different assets. Staying informed can lead to better investment choices.


Final Thoughts on Investment Strategies


In conclusion, a well-thought-out investment strategy is key to long-term success. By focusing on diversification, understanding market trends, and conducting thorough research, you can navigate the complexities of investing.


Your success is our mission.

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