PortFolio vs Market Update
Dear Followers and Copier,
I wanted to give a short update on how the market is moving and how is our Portfolio positioned.
In my previous VIX study update, I showed how from Dec. 2025 the market began to quietly rotate out of the AI and technology trade into other assets and mostly cash.
This was and it still is due to the need of investors to create the liquidity needed to participate in several IPOs, including the 2 largest ever seen from the market: Space X and OpenAI.
This together with high inflation and in particular higher for longer oil prices, I think is going to create a very unpredictable summer and definitely a very volatile winter when the Mid-terms are going, “maybe” to come and I am afraid we will see some very dramatic events playing out.
Our Portfolio has been strengthened in the last months and will be accumulating some cash to place in gold and silver when some technical levels are reached.
As you can see from our AI analysis of our Portfolio has an average P/E ratio of 21.1(see graph AI generated), well below the SP500 of 27 and the Nasdaq 100 of 32,7!
About 50% of our portfolio has a P/E ratio below 15x which is classified as undervalued with important names such as JPM and Verizon.
We are also very well diversified with an average correlation between assets of 0.17!
WIth this Portfolio, is generated as both a stand alone, safe portfolio where a considerable amount of money can be invested or as a very good diversifier, studied to be placed side by side with your AI, tech and crypto assets.
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Not investment advice. The author may have financial interests in the mentioned instruments.
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