April 2025 Market Commentary

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Correction (2nd April 2025)

The asset mix table in the video has incorrect numbers. Attaching the correct allocation numbers here.



In this month's myStockDNA commentary, we break down how Darwin's model portfolios are adjusting to ongoing market volatility and what that means for advisors and investors. Despite significant market declines in March, the Conservative and Moderate portfolios managed to deliver positive returns despite a significant market correction, showcasing Darwin’s disciplined risk management approach. ✅📈

From March to April, Darwin has doubled down on its defensive posture. Equity allocations have been trimmed across all portfolios, with the Aggressive portfolio dropping from 29% to 20% and the Conservative portfolio reducing equities from 14% to 11%. 📉 

Darwin is treating market rallies as bear market rallies, prioritizing capital protection over aggressively chasing gains. 🐻📉 This approach means that short-term rallies will likely be met with caution, even if it means underperforming during sharp upward moves. The focus remains on winning by not losing—ensuring portfolios remain resilient even when the broader market stumbles. 🧘‍♂️🔒

To help advisors navigate this challenging environment, MyStockDNA is introducing the Darwin Quarterly Asset Compass, a free tool offering quarterly asset allocation guidance across stocks, bonds, gold, and US Dollar ETFs. 📊✨ This powerful resource empowers advisors to maintain balanced, risk-managed portfolios optimized for handling volatility and enhancing returns.

As the markets continue to shift, Darwin remains adaptable, prioritizing downside protection while staying prepared to capitalize on opportunities when the time is right. ⚖️📅🚀



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