February 2025 Commentary

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This month's commentary on the myStockDNA UMAi portfolios provides key updates on how Darwin, the AI-powered investment co-pilot, is navigating market conditions. Here are the highlights:

  • Growth Focus with Risk Management: Portfolios maintain a growth-oriented stance with increased allocations to gold and slight reductions in equity exposure. Gold and the US dollar continue to provide a stabilizing safety net.
  • Cautious Moves in Conservative Portfolios: The conservative portfolio increased cash allocations to 26%, reflecting a defensive approach to potential market volatility.
  • Strategic Diversification: This months' video also covers the Defensive ETF and Stock Rotator strategy in detail and describes its construction. 
  • Insights into Portfolio Construction: The video explores how UMAi strategies—tailored for different risk profiles—compete for allocation, mimicking a sports team’s lineup adjustments for peak performance.

The commentary underscores Darwin's adaptability, balancing offense and defense to align with evolving market conditions.

Watch the Full Video to learn how myStockDNA continues to innovate with risk-managed portfolio solutions!





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