https://www.accuvest.com/country-first-insights daily 0.75 2022-06-08 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516388023736-ZUSSTWTQOD8WZFCLJYLC/Accuvest+Hero+Image_vGreen.jpg Country First https://www.accuvest.com/country-first-insights/7312024 monthly 0.5 2024-08-21 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1647c950-4d5e-484c-8f9e-50a0b312abc0/blue+table+2024-08-19_15-24-58.png Country First - Portfolio Notes - August 2024 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/cfc8b6da-d7d8-4b2e-a7fa-4c11abbf90cb/Flags+2024-08-19_15-26-10.png Country First - Portfolio Notes - August 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7bac57a6-a40f-4202-982a-249f30540581/bar+chart+2024-08-19_15-27-07.png Country First - Portfolio Notes - August 2024 - Make it stand out Data as of 7.31.2024 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3b11d7d4-69b1-40ac-ab6f-4bf7d1ff33ec/movement+table+2024-08-19_15-28-04.png Country First - Portfolio Notes - August 2024 - Make it stand out As of 7.31.2024 Source: Accuvest Global Advisors https://www.accuvest.com/country-first-insights/5312024/unitedkingdomcountryspotlight monthly 0.5 2024-08-19 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ec01899f-5ee8-42ec-b3b7-795fbac98f35/performance+table+Portfolio+notes+june+2024.PNG Country First - Portfolio Notes - June 2024 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a72c8b27-a27d-4b6c-a4a9-0c7df1446e06/Portfolio+notes+flags+June+2024.PNG Country First - Portfolio Notes - June 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4342d3b7-44a3-42d4-a602-2533f4265efa/bar+chart+portfolio+notes+2024+june.PNG Country First - Portfolio Notes - June 2024 - Make it stand out Data as of 5.31.2024 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c63daa1b-5a32-4a37-a3ba-aa0d5755969a/movement+table+june+2024+portfolio+notes.PNG Country First - Portfolio Notes - June 2024 - Make it stand out As of 5.31.2024 Source: Accuvest Global Advisors https://www.accuvest.com/country-first-insights/3312024/portfolio-notes-italy-top-ranked monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7204c76c-556d-4215-a09c-19089745a02c/blue+table+2024-04-30_12-53-12.png Country First - Portfolio Notes - April 2024 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b96a785d-4b0b-4ec8-a05e-e1dfc6e8a747/flags+2024-04-30_12-54-36.png Country First - Portfolio Notes - April 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4f7be07c-6d01-4d56-b829-d4d7abc9b280/bar+chart+Picture2.png Country First - Portfolio Notes - April 2024 - Make it stand out Data as of 3.31.2024 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f8f9d38c-f4d2-4e24-92f5-6809e53d2a42/movement+table+2+2024-04-30_13-09-33.png Country First - Portfolio Notes - April 2024 - Make it stand out As of 3.31.2024 https://www.accuvest.com/country-first-insights/1312024/portfolio-notes monthly 0.5 2024-04-30 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/00191f92-c376-4f48-aaf5-aa81602128c0/2024-03-06_12-29-29.png Country First - Portfolio Notes - February 2024 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0c9c2896-5da9-48da-b92e-9c50c84a9fd6/2024-03-06_12-30-18.png Country First - Portfolio Notes - February 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f3330dfe-71d7-4b08-8b73-48387d33c39f/BAR+GRAPH+1-31-24.png Country First - Portfolio Notes - February 2024 - Make it stand out Data as of 1.31.2024 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/cc45ba8b-0773-45e9-a887-a3fdc034cebc/MOVEMENT+TABLE+1-31-2024.png Country First - Portfolio Notes - February 2024 - Make it stand out As of 1.31.2024 https://www.accuvest.com/country-first-insights/10312023/portfolio-notes monthly 0.5 2024-03-06 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8bb85250-6f74-437f-b197-ac46fb557142/2023-11-20_15-07-14.png Country First - Portfolio Notes - November 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/daf101bb-b6b1-4435-bf8e-eebb16be013a/2023-11-20_15-08-54.png Country First - Portfolio Notes - November 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/94762913-dfd1-47aa-9234-a32db8a74b29/Country+performance+Nov+2023.png Country First - Portfolio Notes - November 2023 - Make it stand out Data as of 10.31.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6d45b93a-0e19-4eaf-a342-8330e4a1350f/Movement+table+Nov+23.png Country First - Portfolio Notes - November 2023 - Make it stand out As of 10.31.2023 https://www.accuvest.com/country-first-insights/07312023/portfolio-notes-countryranking monthly 0.5 2023-11-20 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3ae6f369-9bb3-4499-b8e3-f023a7048df2/2023-08-22_8-13-48.png Country First - Portfolio Notes - August 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fa82f845-0880-4b13-9fab-834077a75813/2023-08-22_8-15-07.png Country First - Portfolio Notes - August 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/27d9ac76-fe7e-4ea4-8b63-6e566e80baa0/Picture1.png Country First - Portfolio Notes - August 2023 - Make it stand out Data as of 7.31.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a3d53b0d-6424-4d26-be5d-848fbc7f622d/Picture2.png Country First - Portfolio Notes - August 2023 - Make it stand out As of 7.31.2023 https://www.accuvest.com/country-first-insights/05312023/portfolio-notes monthly 0.5 2023-08-22 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a9b2af9c-da17-4b2a-917c-bb69cec425c7/performance+table+5-31-2023.png Country First - Portfolio Notes - June 2023 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/da836a5d-fa79-43be-8144-f2eb7eddc678/flags+5-31-2023.png Country First - Portfolio Notes - June 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4420878f-58f8-4503-9f70-19c6adf2e6c5/bar+chart+5-31-2023.png Country First - Portfolio Notes - June 2023 - Make it stand out Data as of 5.31.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/27b8bd31-6cea-4dfb-bbb6-f79879be5cec/movement+table+5-31-2023.png Country First - Portfolio Notes - June 2023 - Make it stand out As of 5.31.2023 https://www.accuvest.com/country-first-insights/04282023/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l-llmwp-8tep9italy-kd83r-e868s monthly 0.5 2023-06-26 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fadae32b-5431-4b8a-98eb-0e7a7b259469/index+performance+country+ranking+May+2023.PNG Country First - Portfolio Notes - May 2023 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d370fd7c-5b77-4a50-9a8a-b82baefc53e8/Country+flags+for+May+2023.PNG Country First - Portfolio Notes - May 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/bb6f9ae4-ee3a-4e19-bfcb-1a6a6e70b52e/performance+graph+may+2023.png Country First - Portfolio Notes - May 2023 - Make it stand out Data as of 4.28.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/75c1eaac-81cc-4150-b3fb-a6ea1d9c91c2/ranking+model+may+2023.png Country First - Portfolio Notes - May 2023 - Make it stand out As of 4.28.2023 https://www.accuvest.com/country-first-insights/3312023/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l-llmwp-8tep9italy-kd83r-wgflp monthly 0.5 2023-05-15 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6e440eba-4b69-497f-bbf5-1dc1cfcd43e0/index+performance+country+ranking+April+2023.PNG Country First - Portfolio Notes - April 2023 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e12643a5-babc-463c-83c0-a18690577b0b/Country+flags+April+2023.PNG Country First - Portfolio Notes - April 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/57e5a775-04ab-4d75-9fbe-0d08f42cd717/performance+graph+april+2023.png Country First - Portfolio Notes - April 2023 - Make it stand out Data as of 3.31.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/09576895-1f0d-4514-9807-5b8d75c112eb/ranking+model+April+2023.png Country First - Portfolio Notes - April 2023 - Make it stand out As of 3.31.2023 https://www.accuvest.com/country-first-insights/12023/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l-llmwp-8tep9italy-kd83r monthly 0.5 2023-04-17 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4eea88b8-7cbf-4d60-8c90-12816f7e5fed/Perf+Table+March+2023.png Country First - Portfolio Notes - March 2023 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8b44e25b-6220-47d1-8207-cdfdc64016fc/Flags+march+2023.png Country First - Portfolio Notes - March 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d1baac81-99bd-4f66-97e4-4acdab2e0c74/bar+charts+march+2023.png Country First - Portfolio Notes - March 2023 - Make it stand out Data as of 2.28.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b5ebab26-f297-42c2-9439-f1ef1b0f50f2/movement+march+2023.png Country First - Portfolio Notes - March 2023 - Make it stand out As of 2.28.2023 https://www.accuvest.com/country-first-insights/12023/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l-llmwp-8tep9italy monthly 0.5 2023-03-15 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7fae74b9-7ad7-404f-ac1e-7f4e29f7fb49/performance+table+for+Jan+2023.png Country First - Portfolio Notes - February 2023 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/bdcd92e7-7e2c-49d8-a8bf-b76b2510d8fd/flags+feb+2023.png Country First - Portfolio Notes - February 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b412d57f-e926-47ca-be28-265a147a7608/performance+chart+Feb+2023.png Country First - Portfolio Notes - February 2023 - Make it stand out Data as of 1.31.2023 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b655812f-8db9-4400-a2fd-1163198e1d6c/Movement+table+feb+2023.png Country First - Portfolio Notes - February 2023 - Make it stand out As of 1.31.2023 https://www.accuvest.com/country-first-insights/122022/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l-llmwp monthly 0.5 2023-02-10 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5a517192-ffa9-49e9-9340-99c74bbb5e86/Perf+table+Jan+23.png Country First - Portfolio Notes - January 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ffd1ebd9-3280-4611-838d-f27c57056d7f/Flags+Jan+2023.png Country First - Portfolio Notes - January 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7ab228c2-7aa6-4f4c-a7b7-43181db593ca/Performance+Table+Jan+2023.png Country First - Portfolio Notes - January 2023 - Make it stand out Data as of 12.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/20989a19-b7e3-4e28-8f1b-b0b356dd09de/Movement+table+Jan+2023.png Country First - Portfolio Notes - January 2023 - Make it stand out As of 12.31.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb-38t3l monthly 0.5 2023-01-17 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f33761f3-8237-4b63-a0ac-dcdec798e8b0/perf+table+nov+2022.png Country First - Portfolio Notes - December 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f36e4da2-3f0a-4558-93b7-4be4531e2516/Flags+nov+22.png Country First - Portfolio Notes - December 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8b617a02-da4f-4683-9688-d786646ed7d2/performance+graph+nov+22.png Country First - Portfolio Notes - December 2022 - Make it stand out Data as of 11.30.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/df517055-579c-4740-87b4-b703157cfc79/movement+table+nov+22.png Country First - Portfolio Notes - December 2022 - Make it stand out As of 11.30.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr-jtzfb monthly 0.5 2022-12-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0d300620-f9d8-4b87-898e-9071a2c868a0/Table+10-31-2022.png Country First - Portfolio Notes - November 2022 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c47ee77c-4389-4a00-8a4c-5cbe839fe846/Flags+horizontal+10-31-2022.png Country First - Portfolio Notes - November 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/2031a0a3-8095-4773-ab52-0feaa6eba85f/Performance+10-31-2022.png Country First - Portfolio Notes - November 2022 - Make it stand out Data as of 10.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6dacdbea-f1c9-40b1-bd13-f74e220eea79/Movement+table+10-31-2022.png Country First - Portfolio Notes - November 2022 - Make it stand out As of 10.31.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6-rparr monthly 0.5 2022-11-15 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/26e6510a-983d-4c4e-b87a-95cf0972b841/Table+9-30-2022.png Country First - Portfolio Notes - October 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/77546930-5d33-4b84-99e8-6c723d071c98/Flags+9-30-2022.png Country First - Portfolio Notes - October 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/43be2be1-dc84-41a1-bed9-17ad3d824072/Performance+9-30-2022.png Country First - Portfolio Notes - October 2022 - Make it stand out Data as of 9.30..2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/41a9f0aa-d767-40fc-9af9-48efd38a0988/Movement+9-30-2022.png Country First - Portfolio Notes - October 2022 - Make it stand out As of 9.30.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3-g9hd6 monthly 0.5 2022-10-13 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e0dfda45-3c72-4644-873b-dd24c9018c67/Returns+for+month+August+2022.png Country First - Portfolio Notes - September 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a3c0a164-b1b2-45b4-9560-91ed2e167a71/Flags+8-31-2022.png Country First - Portfolio Notes - September 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4dcf6c8b-19e4-4e2a-a28a-99883cb61a48/performance+8-31-22.png Country First - Portfolio Notes - September 2022 - Make it stand out Data as of 8.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/80a0b1a0-3277-457d-9a74-a0c52adc93f7/movement+table+8-31-22.png Country First - Portfolio Notes - September 2022 - Make it stand out As of 8.31.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-1-g5hhp-6a5md-fk8ht-tlyc5-tjdf3 monthly 0.5 2022-09-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e037eb5f-4ee4-407b-b699-20944135a13e/Returns+Table+aug+2022.png Country First - Portfolio Notes - August 2022 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/019a7ae1-d6b9-4266-8ad0-6f262616b9a9/Flags+aug+2022.png Country First - Portfolio Notes - August 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/52d0a120-dd0f-4ee3-a433-3cf95d1858da/Country+Performance+chart+aug+2022.png Country First - Portfolio Notes - August 2022 - Make it stand out Data as of 7.29.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/92cdd268-96c8-426b-aa0a-49f485478148/movement+aug+22.png Country First - Portfolio Notes - August 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-july-2022-1-g5hhp-6a5md-fk8ht-tlyc5 monthly 0.5 2022-08-05 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4ba10388-18c2-4a12-8f86-c20f9770ccfe/Table+6-30-22.png Country First - Portfolio Notes - July 2022 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8491a99a-350b-4eb1-a9ef-206c92e06f1b/Flags+6-30-22.png Country First - Portfolio Notes - July 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c1a3f28a-8d20-4941-b1f3-443ce9f34f0b/Performance+6-30-2022.png Country First - Portfolio Notes - July 2022 - Make it stand out Data as of 6.30.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5b72c719-7f8d-4919-a3b6-5202d6c048e6/movement+6-30-2022.png Country First - Portfolio Notes - July 2022 - Make it stand out Data as of 6.30.2022 Source: MSCI https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-june-2022-1-g5hhp-6a5md-fk8ht monthly 0.5 2022-07-07 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/61238225-3ec8-40cb-a926-60aca3da533f/Portfolio+Notes+June+22.png Country First - Portfolio Notes - June 2022 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ba9b1364-c73c-4d8e-bc6d-4f5ad04f1126/Flags+June+22.png Country First - Portfolio Notes - June 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/bd365666-0f29-4655-b6bc-0103bbc5884e/Performance+June+22.png Country First - Portfolio Notes - June 2022 - Make it stand out Data as of 5.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/312f21e3-2ff2-4301-a6b6-74115324202d/heatmap+june+22.png Country First - Portfolio Notes - June 2022 - Make it stand out Data as of 5.31.2022 https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-march-2022-1-g5hhp-6a5md monthly 0.5 2022-06-08 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/10ebf3b5-fe55-4daf-bdec-e2738d3d64ba/2022-05-17_14-20-39.png Country First - Portfolio Notes - May 2022 - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ceddbf83-4432-4351-8935-f9e66a3d4809/Flags+May+2022.png Country First - Portfolio Notes - May 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8eaa69e3-b627-4a55-8c89-bc82af419f24/Country+Performance+May+2022.png Country First - Portfolio Notes - May 2022 - Make it stand out Data as of 4.29.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/55ace79c-3924-4218-9067-93838dbe77ea/Country+Movement+may+2022.png Country First - Portfolio Notes - May 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-march-2022-1-g5hhp monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a08d6f8d-09ca-4c30-95ae-f0b66fc0039b/Portfolio+notes+April+2022.png Country First - Portfolio Notes - April 2022 - Make it stand out Data as of 3.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7259590f-f69d-4b6e-9dc2-dfd38c96b152/Flags+April+2022.png Country First - Portfolio Notes - April 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8e1f1964-e70e-45e6-b91c-b475021060fd/Country+performance+April+2022.png Country First - Portfolio Notes - April 2022 - Make it stand out Data as of 3.31.2022 Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/178862b1-54c5-4f19-8db8-bc2614bf4994/Country+ranking+model+heatmap+april+2022.png Country First - Portfolio Notes - April 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/country-first-insights/2022/3/10/portfolio-notes-march-2022-1 monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ae8e624c-2a86-4802-99bf-422cb0cb2daf/Portfolio+Notes+March+2022.png Country First - Portfolio Notes - March 2022 - Make it stand out Source: MSCI Data as of 2.28.2022 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6416b777-597d-4633-a398-3124acc61545/Flags+march+2022.png Country First - Portfolio Notes - March 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3f64749c-a4fd-42db-b778-9be5a23216c8/Country+performance+march+2022.png Country First - Portfolio Notes - March 2022 - Make it stand out Source: MSCI Data as of 2.28.2022 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a352f07d-7668-48e6-9af9-6bf0cd531232/Model+march+2022.png Country First - Portfolio Notes - March 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/country-first-insights/2019/6/24/brazil-poised-for-breakthrough monthly 0.5 2023-05-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1561385984481-PW03WHFRM0E48C8TNONP/EWZ+Chart.png Country First - Brazil – Financial Markets are Signaling Optimism. Is it Poised for Breakthrough? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1561386021039-2MLPW38OJQ1A4T8NUKJG/Brazil+CDS.png Country First - Brazil – Financial Markets are Signaling Optimism. Is it Poised for Breakthrough? https://www.accuvest.com/country-first-insights/2019/6/11/france-seeking-consensus-to-drive-change monthly 0.5 2022-05-16 https://www.accuvest.com/country-first-insights/2019/4/11/is-indias-growth-reasonable-priced monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1555022422232-TJK6V14BQLA22JFC23CO/India+Chart+1.png Country First - Is India's Growth Reasonable Priced? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1555022469126-AB7QVGC69LP5USF0LSKE/India+Chart+2.png Country First - Is India's Growth Reasonable Priced? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1555022507977-ITHOAOFG0RJZLKJ060AL/India+Chart+3.png Country First - Is India's Growth Reasonable Priced? https://www.accuvest.com/country-first-insights/2018/6/19/mexico-update-equities-peso-politics-june-2018 monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1529443362495-M83MT3SV310GF011491G/Rankings.JPG Country First - Mexico Update: Equities, Peso & Politics - June 2018 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1529443402586-ASEWU60L8W0QSSQW3LLF/Peso.JPG Country First - Mexico Update: Equities, Peso & Politics - June 2018 https://www.accuvest.com/country-first-insights/2018/2/27/algo-x-participating-in-the-technological-revolution-in-asset-management monthly 0.5 2018-02-27 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519756548237-LNTH4Q1CKZIS1Q7WIF2W/algo+x+pic.png Country First - Algo X: Participating in the Technological Revolution in Asset Management Source: Morningstar https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519756588241-7MUMTIQZ1HUTD054TXL0/algo+x+pic+2.png Country First - Algo X: Participating in the Technological Revolution in Asset Management Source: Morningstar https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519757584517-QJEP4ENOM6IGGGOY2U7Q/algo+x+pic+3.png Country First - Algo X: Participating in the Technological Revolution in Asset Management Source: Morningstar https://www.accuvest.com/country-first-insights/2018/2/20/strategies-for-late-cycle-risk-in-us-equities monthly 0.5 2022-05-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519154116984-490BJUO85Y6RSPF6M5DJ/james+1.png Country First - Strategies for Late Cycle Risk in US Equities Source: Bloomberg, Accuvest https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519154151179-UR65J14X7J5S3KKLZABY/james+2.png Country First - Strategies for Late Cycle Risk in US Equities Source: Bloomberg, Accuvest https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519154283686-46GMVCZ1D70MWUWN8QVS/James+3.png Country First - Strategies for Late Cycle Risk in US Equities Source: Bloomberg, Accuvest https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519154313581-DJEV49XM8L1FU9LXGHJ7/James+4.png Country First - Strategies for Late Cycle Risk in US Equities Source: Bloomberg, Accuvest https://www.accuvest.com/country-first-insights/2018/1/19/year-end-review-3-ways-to-improve-client-interaction monthly 0.5 2026-09-24 https://www.accuvest.com/country-first-insights/2018/1/19/how-mexican-politics-upcoming-elections-could-affect-your-portfolio monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516385284404-RHF37P1GRTDKXV8O4ETH/Mexico-returns-blog.jpg Country First - How Mexican Politics & Upcoming Elections Could Affect Your Portfolio https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516385204873-B1I260FUYLUEFVVRNJWE/Brazil-returns-blog.jpg Country First - How Mexican Politics & Upcoming Elections Could Affect Your Portfolio https://www.accuvest.com/country-first-insights/2018/1/19/is-it-too-late-for-international-or-emerging-markets-investing monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516386056819-O16KYHOCI4EZ1CRULIBN/Screen+Shot+2018-01-19+at+10.20.23+AM.png Country First - Is It Too Late for International or Emerging Markets Investing? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516384742122-78HIIZZIH7LM9PP5AK1X/Last-Price-Total-Return-Index.png Country First - Is It Too Late for International or Emerging Markets Investing? Source: Bloomberg. Data as of 12.31.16-10.31.207 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516384846659-47OQORU0EQ4K71QLJFLT/image-asset.png Country First - Is It Too Late for International or Emerging Markets Investing? https://www.accuvest.com/country-first-insights/2018/1/19/what-dropping-country-correlations-mean-for-your-global-or-international-equity-portfolio monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516384299415-2VKWTU1RZPCPXWKJXXAO/image-asset.png Country First - What Dropping Country Correlations Mean for Your Global or International Equity Portfolio https://www.accuvest.com/country-first-insights/2018/1/19/european-resurgence-individual-countries-matter monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516383969771-9T6H3RN39PFROYOXLO9X/August-2017-ranking.png Country First - European Resurgence: Individual Countries Matter Data as of 08/14/17. (Rankings are based off of 34 countries) https://www.accuvest.com/country-first-insights/2018/1/19/hawks-hawks-everywhere-state-of-the-markets-update monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516383630621-J7RAH3KF89NBEGMRICGP/image-asset.png Country First - Hawks, Hawks Everywhere: State of the Markets Update https://www.accuvest.com/country-first-insights/2018/1/19/three-reasons-why-the-price-is-right-for-international-opportunities monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516383082231-31LLCD4YK6ZHEVXFOVKG/image-asset.png Country First - Three Reasons Why the Price is Right for International Opportunities https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516383103305-5WP6Z8AP64S50FP010AQ/image-asset.png Country First - Three Reasons Why the Price is Right for International Opportunities https://www.accuvest.com/country-first-insights/2018/1/19/the-case-for-japan-china-own-japan-but-hedge-the-yen monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516382646556-ZOQ3JD5RC8AUI2MH694F/image-asset.png Country First - The Case for Japan & China: Own Japan, but Hedge the Yen https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516382670374-9BVNNLP9YYAY5OAJG55E/image-asset.png Country First - The Case for Japan & China: Own Japan, but Hedge the Yen https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516382827274-4T97AAW96XAPUPRIY1TU/image-asset.png Country First - The Case for Japan & China: Own Japan, but Hedge the Yen https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516382846793-UIB4XUCEP0QDRNFAAA9K/image-asset.png Country First - The Case for Japan & China: Own Japan, but Hedge the Yen https://www.accuvest.com/country-first-insights/2018/1/19/a-differentiated-etf-approach-to-managing-global-equities monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516382062151-Y47VF820BEVJQD2YEOM2/image-asset.png Country First - A Differentiated ETF Approach to Managing Global Equities https://www.accuvest.com/country-first-insights/2018/1/19/factors-turn-bizarro-across-global-markets monthly 0.5 2026-09-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516381822591-OMULK3PZDGK3CI4J8E9K/image-asset.jpeg Country First - Factors Turn Bizarro Across Global Markets https://www.accuvest.com/country-first-insights/tag/Country+First monthly 0.5 https://www.accuvest.com/country-first-insights/tag/FX monthly 0.5 https://www.accuvest.com/country-first-insights/tag/Peso monthly 0.5 https://www.accuvest.com/country-first-insights/tag/Mexico monthly 0.5 https://www.accuvest.com/multi-asset-class daily 0.75 2025-01-02 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1517335939895-KFBV4AFH5YRF1PIUAOSF/Accuvest+Hero+Image_vGreen.jpg Multi-Asset Class https://www.accuvest.com/multi-asset-class/2025/1/2/cautiously-optimistic monthly 0.5 2025-01-02 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f623b69e-9519-4bb5-afb4-5c47f0e9c8e7/yJQXQbR.png Multi-Asset Class - 2025 Outlook: Cautiously Optimistic - Make it stand out Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/51fa4923-3022-4dbc-85b2-58eb5544053e/pdPYqvH.png Multi-Asset Class - 2025 Outlook: Cautiously Optimistic - Make it stand out Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ceac4587-5774-45d5-8a38-3fd1f40a2865/pgnQkEO.png Multi-Asset Class - 2025 Outlook: Cautiously Optimistic - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8a31a50b-434b-4f43-8bc6-d6a81947eb45/EqovgpO.png Multi-Asset Class - 2025 Outlook: Cautiously Optimistic - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3a3c72d1-3617-464b-a5ac-2db98264c370/8HE5qR1.png Multi-Asset Class - 2025 Outlook: Cautiously Optimistic - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/multi-asset-class/2024/8-positioning-for-a-soft-landing monthly 0.5 2024-08-27 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/2b44ed02-4f66-465a-b0d4-6c1bd60b98df/exhibit+1+-+inflation.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 1 Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/19dbf9ea-53d0-400d-a9e7-d4bb52f31f6a/exhibit+2+building+permits.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 2 Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3640e9e5-e2e1-456a-b6f1-2e824ede8814/exhibit+3+-+manufacturing%281%29.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 3 Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/52ffce4f-7fdd-4a9b-a573-ab52a5d0bb9e/exhibit+4+-+weight+in+SandP.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 4 Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e209fa83-365c-4795-856f-79d1c9d98abd/exhibit+5+-+PE+ratios.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 5 Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5f5a96e2-859d-43fb-a853-aea334f427af/exhibit+6+-+price+to+sales.png Multi-Asset Class - Positioning for a Soft Landing - Make it stand out Exhibit 6 Source: Bloomberg https://www.accuvest.com/multi-asset-class/2024/5/8-incorporating-alternatives-into-multi-asset-class-portfolios monthly 0.5 2024-08-27 https://www.accuvest.com/multi-asset-class/2024/2/14is-fed-fight-against-inflation-complete monthly 0.5 2024-05-08 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f2f022b9-10f1-4452-9c22-3e52333d54a4/BBPicture1.png Multi-Asset Class - Is the Fed’s Fight Against Inflation Complete? - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/2a1dccfe-d694-4af2-899e-24e0be3c79bc/FedFundsRatePicture1.png Multi-Asset Class - Is the Fed’s Fight Against Inflation Complete? - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/a63b9ca8-0b3e-444c-860e-75568636cdde/FedFundsRatePicture2.png Multi-Asset Class - Is the Fed’s Fight Against Inflation Complete? - Make it stand out Source: Bloomberg https://www.accuvest.com/multi-asset-class/2023/11/30/economic-resilience-and-the-consumer monthly 0.5 2024-02-28 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/f0e8bd42-870b-46ae-b0fd-ad7b6ea255b2/2023-11-30_15-35-22.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/46d500fa-7ece-4a90-b9a4-8664be8cc5e1/2023-11-30_15-37-30.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: US Department of Labor, JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b1ebd269-ed98-4ce8-9736-fcbad7de77db/2023-11-30_15-45-40.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: Morgan Stanley https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0b22fce9-d392-4d2d-8ba8-dc36891521d0/2023-11-30_15-40-43.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/48ccd39c-1878-428f-9acf-3fd04fe6cd22/2023-11-30_15-49-37.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: Goldman Sachs https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/bf663f27-f173-4487-963a-5f81d1d98b4e/Picture6.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: Alpine Macro https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d7e5418f-2f36-448f-888e-5902e317ed03/2023-11-30_15-43-14.png Multi-Asset Class - Economic Resilience and the Consumer - Make it stand out Source: Morgan Stanley https://www.accuvest.com/multi-asset-class/2023/11/2/cst-quarterly-update-outlook-positioning-and-performance monthly 0.5 2023-11-02 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d099166d-f5a9-40b9-8638-7b687d6f48c7/Picture1.png Multi-Asset Class - Q4 2023: Outlook, Positioning and Performance - Make it stand out Exhibit 1 Source: The Conference Board as of 9/30/2023 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fafbfffc-675e-4179-84c3-e4562841edcc/Picture2.png Multi-Asset Class - Q4 2023: Outlook, Positioning and Performance - Make it stand out Exhibit 2 Source: Morgan Stanley as of 8/30/2023 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/aecf1e3c-87d4-402a-bd38-e40bd05a7ccb/Picture3.png Multi-Asset Class - Q4 2023: Outlook, Positioning and Performance - Make it stand out Exhibit 3 Source: JP Morgan as of 9/30/2023 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/9f5d9c9d-6cde-43aa-92bd-302e3866a03b/Picture4.png Multi-Asset Class - Q4 2023: Outlook, Positioning and Performance - Make it stand out Exhibit 4 Source: JP Morgan as of 9/30/2023 https://www.accuvest.com/multi-asset-class/2023/using-bond-ladders-to-mitigate-reinvestment-risk monthly 0.5 2023-09-11 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4112b40d-2437-4052-9df9-d58dc57fb587/yield+curve+july+31+2023.png Multi-Asset Class - Fixed Income Insight: Using Bond Ladders to Mitigate Reinvestment Risk - Make it stand out Source: JP Morgan https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5691e6a7-3e94-431e-b62b-a07fd6e7b823/change+in+yields+post+fed+pause.png Multi-Asset Class - Fixed Income Insight: Using Bond Ladders to Mitigate Reinvestment Risk - Make it stand out Source: Charles Schwab. The dates for the peak rate and six months after for each of the three rate-hike cycles are: 12/19/2018 and 6/19/2019, 6/28/2006 and 12/26/2006, and 5/16/2000 and 11/16/2000. https://www.accuvest.com/multi-asset-class/2023/7/3/outlook-positioning-performance-review monthly 0.5 2023-09-11 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d6964de9-a98f-46fe-9322-65eeb3cae33b/1+Blog+surging+seven.png Multi-Asset Class - Multi-Asset Class Portfolios: Outlook, Positioning and Performance Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b7e30e7d-6537-41d4-9a79-7eafe8f47cb8/2+blog+expensive+US.png Multi-Asset Class - Multi-Asset Class Portfolios: Outlook, Positioning and Performance Review - Make it stand out Source: Goldman Sachs https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d139d7c6-e052-4bb2-9a51-bcd734d77618/3+blog+fed+expectations.png Multi-Asset Class - Multi-Asset Class Portfolios: Outlook, Positioning and Performance Review - Make it stand out Source: Bloomberg https://www.accuvest.com/multi-asset-class/2023/6/28/hedging-equity-exposure-risk-management-in-times-of-uncertainty monthly 0.5 2023-07-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/53c29749-ae8d-4e09-92c7-24d27a2194ed/%2410000+invested+in+the+S%26P.png Multi-Asset Class - Hedging Equity Exposure: Risk Management in Times of Uncertainty - Make it stand out Source: Putnam Investments https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1b9b0645-56bc-4116-9efa-0cd2cab39b5a/Buffer+Payoff+Profile.png Multi-Asset Class - Hedging Equity Exposure: Risk Management in Times of Uncertainty - Make it stand out Source: Innovator ETFs https://www.accuvest.com/multi-asset-class/april2023portfolioreview-4754t monthly 0.5 2023-05-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/461e5b08-2474-423a-a14d-73a338ae9f70/Heatmap+4-28-2023.png Multi-Asset Class - CST Portfolios - April 2023 Review - Make it stand out Source: Bloomberg https://www.accuvest.com/multi-asset-class/2023/4/11/q1-2023-review monthly 0.5 2023-04-11 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fa6015a4-d58f-4d93-9ead-f78a2316f03e/Heatmap+Q1+2023.png Multi-Asset Class - Q1 2023 Review: Markets Climbing a Wall of Worry - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/3ab38aa8-bfdb-4a83-a8ed-b0ad3e1195c0/US+Financial+Conditions.png Multi-Asset Class - Q1 2023 Review: Markets Climbing a Wall of Worry - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/dc52333a-e7ab-4025-980f-351c3280b978/Financial+Stability+2.png Multi-Asset Class - Q1 2023 Review: Markets Climbing a Wall of Worry - Make it stand out Source: (Left) Federal Reserve Bank of New York, Refinitiv Datastream, J.P. Morgan Asset Management. Mortgages are grouped by FICO score. Subprime are those with FICO scores below 659, prime those between 660 and 759 and superprime those above 760. (Right) Bloomberg, FDIC, IMF, Refinitiv Datastream , J.P.Morgan. Core tier 1 ratios are a measure of banks' financial strength, comparing core tier 1 capital (equity capital and disclosed reserves) against total risk weighted assets. Europe shows average of France, Germany, Italy, Spain and UK. Guide to the Markets Europe. Data as of 31 March 2023. https://www.accuvest.com/multi-asset-class/february2023portfolioreview monthly 0.5 2023-05-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/805ca8ae-9e92-41cf-96e1-79eac2dc2ee4/Perf+Table+March+2023.png Multi-Asset Class - February 2023 - CST Portfolio Review - Make it stand out Source: MSCI https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/bdcfcf41-8aca-4e8c-b75b-8df6dd28d49a/Rate+expectations+rising.png Multi-Asset Class - February 2023 - CST Portfolio Review - Make it stand out Source: Bloomberg as of Feb 28 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e12378b0-acd2-4fe0-8499-88a1949b7f31/ratio+job+openings+to+job+seekers.png Multi-Asset Class - February 2023 - CST Portfolio Review - Make it stand out Source: J.P. Morgan Asset Management https://www.accuvest.com/multi-asset-class/2023mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4-gfhf7-k7p6e-md35g-xaya4-8ejs7-hncrh-apgb5 monthly 0.5 2023-03-20 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/72fad745-bee5-43c0-87c2-54fdc9429690/Fed+funds+rate+vs+expectations+1-31-2023.png Multi-Asset Class - January 2023 - CST Portfolio Review - Make it stand out Source: Bloomberg As of 1/31/2023 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/2ddfa108-7586-4fb8-83bc-4f2150f9d1a4/Dollar+Strength.png Multi-Asset Class - January 2023 - CST Portfolio Review - Make it stand out Source: Bloomberg https://www.accuvest.com/multi-asset-class/2023/1/19/2022-year-in-review monthly 0.5 2023-01-24 https://www.accuvest.com/multi-asset-class/2023/1/6/long-term-asset-class-assumptions-markets-presenting-attractive-entry-points monthly 0.5 2023-01-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6d881205-07b8-4180-a825-1715898967f2/2022-12-28_12-39-05.png Multi-Asset Class - Long-term Asset Class Assumptions: Markets Presenting Attractive Entry Points - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b24c9fd3-fcd6-4a8f-bd81-2955d3eb4fbe/2022-12-28_12-51-33.png Multi-Asset Class - Long-term Asset Class Assumptions: Markets Presenting Attractive Entry Points - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c6851d97-5c01-4920-8912-ee9276587fd1/2022-12-28_13-23-06.png Multi-Asset Class - Long-term Asset Class Assumptions: Markets Presenting Attractive Entry Points - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/multi-asset-class/2022mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4-gfhf7-k7p6e-md35g-xaya4-8ejs7-hncrh monthly 0.5 2023-01-13 https://www.accuvest.com/multi-asset-class/2022mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4-gfhf7-k7p6e-md35g-xaya4-8ejs7 monthly 0.5 2022-11-15 https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4-gfhf7-k7p6e monthly 0.5 2022-11-10 https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4-gfhf7 monthly 0.5 2022-10-13 https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9-ftdp4 monthly 0.5 2022-09-09 https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw-ng2zt-gzdm9 monthly 0.5 2022-08-30 https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw-ng2zt monthly 0.5 2022-08-30 https://www.accuvest.com/multi-asset-class/2022/5/10/advisors-corner-summer-2022-2wsl5 monthly 0.5 2022-08-30 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0f718c5e-71c9-4488-85ea-6e4776e61abb/Commodities+Correlations.png Multi-Asset Class - Market Update - Summer 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/multi-asset-class/2022/5/16/mnrny475urikas7f7c51qp0q75zpqw monthly 0.5 2022-08-30 https://www.accuvest.com/multi-asset-class/2022/5/10/advisors-corner-spring-2022 monthly 0.5 2022-08-30 https://www.accuvest.com/multi-asset-class/2022/3/25/commodities-an-effective-inflation-hedge monthly 0.5 2022-08-30 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/48f1accb-2c0f-4051-b04f-5131fb040d23/US-CPI-and-Core-PCE-year-over-year-in%25-graph Multi-Asset Class - Commodities-An Effective Inflation Hedge - Make it stand out US CPI and core PCE, year-over-year, in % https://www.accuvest.com/alpha-brands-insights daily 0.75 2026-10-08 https://www.accuvest.com/alpha-brands-insights/2025/8/18/ai-brands-the-next-big-thing monthly 0.5 2025-08-18 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5672e672-1b71-496f-adb0-2bd41ce42fa5/Screenshot+2025-08-18+112513.png Alpha Brands Insights - AI Brands: The Next Big Thing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8431d8e1-764e-463c-a43f-3704c3bffb87/Screenshot+2025-08-18+134424.png Alpha Brands Insights - AI Brands: The Next Big Thing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0be7f1c7-5d71-458e-a97b-32f1c8f36155/Screenshot+2025-08-18+134703.png Alpha Brands Insights - AI Brands: The Next Big Thing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0534a97c-3603-4986-86a5-8af9dd55bbb6/Screenshot+2025-08-18+135047.png Alpha Brands Insights - AI Brands: The Next Big Thing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2025/8/18/consumer-brands-getting-fit-in-turmoil monthly 0.5 2025-08-18 https://www.accuvest.com/alpha-brands-insights/2023/7/26/theres-an-estimated-57-trillion-in-household-spending-each-year monthly 0.5 2023-08-22 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/28f1ca06-ff49-4d80-b72d-f299a807c3eb/Picture1-e1690381580107-800x525.png Alpha Brands Insights - There’s an Estimated $57 trillion in Household Spending Each Year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2023/powerful-demographic-trends-can-drive-secular-portfolio-performance monthly 0.5 2023-07-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c9d581d4-31bd-4c90-bad8-5926c8d7dded/EC-Gen-Z-Blog-1-560x510.png Alpha Brands Insights - Powerful Demographic Trends Can Drive Secular Portfolio Performance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/09fea9a0-8216-47ac-8f28-f65f7c1ddd88/EC-Gen-Z-Blog-2.png Alpha Brands Insights - Powerful Demographic Trends Can Drive Secular Portfolio Performance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2023/4/offenseanddefense1-9p3l5 monthly 0.5 2023-05-02 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/918f1e09-33a0-4b35-b16d-c7608840675f/visaandmastercard.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 2 – Offense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/dc9a48a8-e951-4088-bafc-7f22566d4bf7/tesla+factory.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 2 – Offense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e9313b4f-4f6b-4641-9e2a-92702f013819/EVsales+reach+critical+mas.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 2 – Offense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/7cb330e5-088e-417d-a874-7d17da9bb01b/consumer+purchases+used+EVs.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 2 – Offense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2023/4/offenseanddefense1 monthly 0.5 2023-05-01 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/5874cc53-c932-4900-bb8c-42b3b85fcfb5/hsy.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 1 – Defense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fe967230-9491-4623-bce9-4b773e2039e6/cost.png Alpha Brands Insights - How to Play Offense & Defense in a Portfolio: Part 1 – Defense - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2023/3/fiduciaryresponsibility monthly 0.5 2023-05-12 https://www.accuvest.com/alpha-brands-insights/2022/12/9/l7vv6t0ne2ebst3q2tkemrudbv77sz monthly 0.5 2022-12-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0d2ef6be-ed38-4038-bbbd-b87a016ef853/wealth+transfer+1.png Alpha Brands Insights - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/alpha-brands-insights/2022/9/29/analysis-cost-averaging-adds-significant-value monthly 0.5 2022-10-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fb82868b-aad9-497d-bb04-01aa3af25b80/092122_1749_AnalysisCos1.png Alpha Brands Insights - Analysis: Cost Averaging Adds Significant Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/cadce7af-f749-453e-88d2-594ba144dd4e/092122_1749_AnalysisCos2.png Alpha Brands Insights - Analysis: Cost Averaging Adds Significant Value - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/35157bd6-ca0c-4d65-8b4b-aea4c510ddb5/092122_1749_AnalysisCos3.png Alpha Brands Insights - 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Thematic Investing: A Look into Key Megatrends Driving Global Economies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.accuvest.com/contact daily 0.75 2021-08-30 https://www.accuvest.com/david-garff daily 0.75 2024-01-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516388051023-P993AKX9M8TYD09FUE4S/Accuvest+Hero+Image_vOrange.jpg David Garff https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1630348543676-1DRKG6CKIC3LUQJKEWUB/Dave.jpg David Garff David Garff CEO https://www.accuvest.com/max-russo daily 0.75 2025-03-04 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516389707083-1PH4DSPY61T8Y5VCPZYG/Accuvest+Hero+Image_vOrange.jpg Max Russo https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/ce0f37b1-ba5d-488d-a017-4d1386651609/headshot.jpg Max Russo Max Russo, MBA Portfolio Analyst https://www.accuvest.com/eric-clark daily 0.75 2023-08-28 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516389749757-T6MEV2QD8XNFIM8IDM39/Accuvest+Hero+Image_vOrange.jpg Eric Clark https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1630348848457-KZP6NZ8OYINXPAQHB2EH/eric+black+and+white+pic.jpeg Eric Clark Eric Clark Portfolio Manager https://www.accuvest.com/welcome daily 1.0 2026-10-08 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1515783302217-7YB4AHUQE7ICB60H6SP3/Accuvest-Welcome-Image-v3.jpg Welcome https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516387708230-GNPLDP0KRJ6ZI0R9WXLN/Accuvest+Hero+Image_vBlue.jpg Welcome - solutions https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516387727032-7ETGJXXTKTTL096JA21I/Accuvest+Hero+Image_vOrange.jpg Welcome - Our team https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/0cead4e2-402d-4152-87ab-d0c4b72d11ab/Image.jpg Welcome - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://video.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/d1d29850-9ee0-4ad6-8af5-66cbe390d092/playlist.m3u8 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/abdb5a7c-3607-45e7-a6be-ea8e4b55e217/LOGO-Thumbnail.png Welcome Welcome https://www.accuvest.com/disclosures daily 0.75 2022-08-30 https://www.accuvest.com/our-team-2 daily 0.75 2025-10-23 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1630344622426-9PJ5RQN1T95UFOIQAW5M/Dave.jpg Team David Garff CEO https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1630344966583-FDXGW6TDKORQ5QCCHML2/eric+black+and+white+pic.jpeg Team Eric Clark Chief Investment Officer https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/af2c5532-a195-48cf-8484-158b475731d8/Oct2025.JPG Team Todd Morrison Head of Capital Markets https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1630345419963-Q7GG0WFIM28KY7B3CD5C/Jens+BW+-+Copy+smaller.jpg Team - 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