November 2024 Commentary

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Discover how the myStockDNA UMAi portfolios are navigating November's market dynamics in our latest commentary video. We delve into the strategic adjustments made to align with shifting conditions, ensuring portfolios are both resilient and flexible. Here's a sneak peek of what you'll learn:

  • Balanced Strategy: Using a sports team analogy, we discuss how the UMAi portfolios balance offensive (growth-focused) and defensive (risk-averse) assets to adapt to market shifts.
  • November Adjustments: A stronger emphasis on defensive positions by increasing allocations to the US dollar and beta-neutral ETFs while reducing reliance on bonds.
  • Managing Emotional Risks: Insights into the emotional risk frontier, exploring how Darwin, our AI-powered co-pilot, predicts and reacts to market conditions to minimize fear and greed-driven decisions.
  • Dynamic Adaptability: Unlike static models like 60/40 or buy-and-hold strategies, Darwin ensures real-time adjustments for optimized performance in any market.

Watch the full video to see how we’re creating smarter, risk-managed portfolios for today’s investors.






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