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 2018-01-19 https://www.accuvest.com/country-first-insights/2018/1/19/how-mexican-politics-upcoming-elections-could-affect-your-portfolio monthly 0.5 2018-01-23 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 2018-01-30 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 2018-01-25 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 2018-02-09 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 2018-02-09 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 2018-02-09 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 2018-01-25 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 2021-02-09 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 2018-01-25 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/alpha-brands-insights daily 0.75 2025-08-18 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516387993464-TU9WWVPI6Y9J4ZN6U9SQ/Accuvest+Hero+Image_vGreen.jpg Alpha Brands 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 - 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 - 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 - 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 - 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/2024/where-are-the-hidden-risks-in-your-portfolio-currently monthly 0.5 2024-09-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1fb5cea4-d5c9-4cf6-8c7b-cf4b19bde652/cons+disc.png Alpha Brands - Where are the Hidden Risks in Your Portfolio Currently? Plus, An Idea - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/fc891978-8117-46a9-bce9-eae81e42c8f0/cons+disc+2.png Alpha Brands - Where are the Hidden Risks in Your Portfolio Currently? Plus, An Idea - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e5bd6ab1-bf1e-44ae-9220-90ea3369f513/Consumer+staples.png Alpha Brands - Where are the Hidden Risks in Your Portfolio Currently? Plus, An Idea - 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/2024/are-consumers-tapped-out-or-pushing-back monthly 0.5 2024-09-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/56d8710f-e51b-48c6-bb49-bb3aff7e637d/blog+post+aug+2024+Sector-and-Theme-696x404.jpg Alpha Brands - Consumer Spending: Are Consumers Tapped Out or Pushing Back? - Make it stand out Source: Accuvest https://www.accuvest.com/alpha-brands-insights/2024/consumer-spending-continues-to-be-stable-and-positive monthly 0.5 2024-08-20 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/34b178a6-9944-422e-93f6-891bd345d6cb/Retail+and+food+sales+2024-03-15_10-26-54.png Alpha Brands - The Consumer and Consumer Spending Continues to be Stable & Positive - Make it stand out Source: Bloomberg https://www.accuvest.com/alpha-brands-insights/2024/pressreleasecio monthly 0.5 2024-01-09 https://www.accuvest.com/alpha-brands-insights/extremes-in-sentiment-offers-edge monthly 0.5 2023-12-11 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/75732971-1006-4953-bac8-b21027805dc2/EC1-800x475.png Alpha Brands - 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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 - 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 - 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/whatthelargestsmartestinvestorsseegoingforward monthly 0.5 2023-07-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e8f9082c-d107-4c89-9969-d272e1764734/Picture1-1-800x314.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/53554710-6849-40c5-af2b-c9f743a59a09/Picture2-1-560x608.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/2bf9ecf0-86ac-4eab-bad0-d2b3cca4ba0f/Picture3-1-560x580.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/61ea33c6-db4f-48ee-9d57-b0c5d849960b/Picture4-560x588.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/25c17d75-bb39-4917-bd00-c2b687442f64/Picture5-560x464.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/3f9c0a8e-848e-4e84-93ee-b34203b18526/Picture6-560x594.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/v1/5a4be442f14aa106b73e8be1/515c62d1-ab2a-4b64-88b0-a2b83a8cdc8c/Picture7-560x555.png Alpha Brands - What the Largest, Smartest Investors See Going Forward - 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/2023/6/7/in-the-real-world-we-love-when-great-merchandise-goes-on-sale-in-the-investment-world-sales-can-offer-money-making-opportunities monthly 0.5 2023-07-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/4f02b1da-b01e-4105-8b16-8be3d8023c0d/Picture1-800x622.png Alpha Brands - In the Real World, We Love When Great Merchandise Goes on Sale. 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Consumer Spending is Mean Reverting Back to Long-Term Trend - 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/d360d354-4e94-4cd2-be11-dee75adf8f8f/May+18+2023+chart2.png Alpha Brands - Consumer Spending is Mean Reverting Back to Long-Term Trend - 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/v1/5a4be442f14aa106b73e8be1/3b81b055-329e-4c95-b13f-b8854697e3a8/May+18+2023+chart3.png Alpha Brands - Consumer Spending is Mean Reverting Back to Long-Term Trend - 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/2023/5/rotateinmayandgoplay monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/084b5403-0d94-4215-8394-b8b8bb805f74/042823_2010_RotateinMay1.png Alpha Brands - Rotate in May and Go Play! - 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/v1/5a4be442f14aa106b73e8be1/58051026-9da1-4436-ac82-05304fbbe869/042823_2010_RotateinMay2.png Alpha Brands - Rotate in May and Go Play! - 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/v1/5a4be442f14aa106b73e8be1/7bc4e399-75a2-49ab-be99-7174b8c0a23e/042823_2010_RotateinMay3.png Alpha Brands - Rotate in May and Go Play! - 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/af9b90db-6a22-49e2-b113-b42ce00cbf01/042823_2010_RotateinMay4.png Alpha Brands - Rotate in May and Go Play! - 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/v1/5a4be442f14aa106b73e8be1/0f4abd94-f6e8-4d9b-ab96-52d20fcbe159/042823_2010_RotateinMay5.png Alpha Brands - Rotate in May and Go Play! - 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/dd760a48-8262-4047-a86e-6e96f2d2881d/042823_2010_RotateinMay6.png Alpha Brands - Rotate in May and Go Play! - 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 - 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 - 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 - 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 - 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 - 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 - 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/2023/3/29/qualitybrandsprivateopportunities monthly 0.5 2023-04-10 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/820f4efe-dad9-42f5-9760-c1a62d13ffe8/Annual+returns+alts.png Alpha Brands - Quality + Brands + Private Market Opportunities - 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/2023/2/28/hoka-a-growth-beast-in-athleisure-amp-global-footwear monthly 0.5 2023-03-29 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/87560457-4455-4894-9229-b3fd8368e14e/022723_1925_HOKAAGrowth2.png Alpha Brands - 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Investing Rule #1: When Leading Businesses Go on Sale, You Buy More – A Historical Perspective - Make it stand out Data source: Morningstar, Ycharts & Accuvest. https://www.accuvest.com/alpha-brands-insights/2023/1/12/the-fed-fed-funds-cpi-and-stock-returns-a-historical-perspective monthly 0.5 2023-01-12 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e9a5343b-d172-46e6-9efc-f488512d3a51/60-40+drawdown.png Alpha Brands - The Fed, Fed Funds, CPI, and Stock Returns: A Historical Perspective - 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/v1/5a4be442f14aa106b73e8be1/003e21c7-e098-4fda-a623-ebe138e37dcf/122022_2202_TheFedFedFu2.png Alpha Brands - The Fed, Fed Funds, CPI, and Stock Returns: A Historical Perspective - 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/bd1519a5-c17b-421a-bf12-d89c83d52be6/Stagflation.png Alpha Brands - The Fed, Fed Funds, CPI, and Stock Returns: A Historical Perspective - 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/2022/12/9/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 - A Historic Amount of Wealth is Transferring - 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/v1/5a4be442f14aa106b73e8be1/37654ff6-aca4-4167-bf92-fa6ec003d678/wealth+transfer+2.png Alpha Brands - A Historic Amount of Wealth is Transferring - 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/2022/12/9/a-historic-amount-of-tax-loss-selling-today-leads-to-great-buying-opportunities-for-tomorrow monthly 0.5 2022-12-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/989ea92b-3290-4624-9f19-44e2e98cb8b3/blog+post+dec+22.png Alpha Brands - A Historic Amount of Tax Loss Selling Today Leads to Great Buying Opportunities for Tomorrow - 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/2022/10/31lessonsfrompeterlynch-gt2fg-9467x-tdn8s monthly 0.5 2022-11-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/8245a83c-9456-411f-81c0-af89ee5bbc72/Eisenhower.png Alpha Brands - When Do Markets Bottom? - 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/bd1519a5-c17b-421a-bf12-d89c83d52be6/Stagflation.png Alpha Brands - When Do Markets Bottom? - 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/v1/5a4be442f14aa106b73e8be1/7c2cbe42-cabd-4ee0-a636-92b17d2113dd/Double+dip.png Alpha Brands - When Do Markets Bottom? - 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/v1/5a4be442f14aa106b73e8be1/1cd54f4a-92e0-4a51-bae5-519dfeadf43a/1990s.png Alpha Brands - When Do Markets Bottom? - 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/f2aefea3-b6df-4c5d-9ab7-ef50700b5eed/dotcom+recession.png Alpha Brands - When Do Markets Bottom? - 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/v1/5a4be442f14aa106b73e8be1/7e53e4d5-dcbb-46ae-b59c-9da09b0d6a5a/Financial+Crisis.png Alpha Brands - When Do Markets Bottom? - 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/v1/5a4be442f14aa106b73e8be1/7f415f69-8f81-4e8f-a4c1-178006cf3bd9/COVID.png Alpha Brands - When Do Markets Bottom? - 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/de42f37c-43df-4ed0-96aa-6de2a37bd169/negative+rate+experiment.png Alpha Brands - When Do Markets Bottom? - 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/2022/10/31lessonsfrompeterlynch-gt2fg-9467x monthly 0.5 2022-11-16 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b6826528-5cc2-4b52-a778-66ac259c7fdd/median+deposit+average+2019+decline.png Alpha Brands - Update: Consumers & Savings – We Update the Consumption Capacity Factor - 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/2022/10/31lessonsfrompeterlynch-gt2fg monthly 0.5 2022-11-15 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/459b5876-72e4-4c66-b9af-adffdac8b426/110222_1753_LessonsFrom1.png Alpha Brands - Lessons From Alternative Asset Managers – Private Equity & Real Assets: Where the Smart Money Invests - 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/v1/5a4be442f14aa106b73e8be1/3fb21318-cce2-4fa8-b2e1-98d31cb1f6be/110222_1753_LessonsFrom2.png Alpha Brands - Lessons From Alternative Asset Managers – Private Equity & Real Assets: Where the Smart Money Invests - 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/v1/5a4be442f14aa106b73e8be1/0593c4aa-d7f3-4ac3-a188-d1b12d8b3e1e/110222_1753_LessonsFrom3.png Alpha Brands - Lessons From Alternative Asset Managers – Private Equity & Real Assets: Where the Smart Money Invests - 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/v1/5a4be442f14aa106b73e8be1/4f524ee3-dd66-4d8c-b0f0-8b1ae08845af/110222_1753_LessonsFrom4.png Alpha Brands - Lessons From Alternative Asset Managers – Private Equity & Real Assets: Where the Smart Money Invests - 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/c9f29b07-eb02-4489-894d-c8dd6c6feea9/110222_1753_LessonsFrom5.png Alpha Brands - Lessons From Alternative Asset Managers – Private Equity & Real Assets: Where the Smart Money Invests - 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/2022/10/31lessonsfrompeterlynch monthly 0.5 2022-11-04 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/058aaf13-9232-486e-b382-5c2bda0350fb/102522_2041_LessonsFrom1.png Alpha Brands - Lessons From Peter Lynch: Invest In What You Know - Make it stand out Source: Morningstar https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/eddf306f-7c50-4243-b9e0-7bac924395df/102522_2041_LessonsFrom2.png Alpha Brands - Lessons From Peter Lynch: Invest In What You Know - Make it stand out Data source: Accuvest & Magellan returns via Ycharts https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/de62c23a-2f7f-431b-87df-05694586c0ff/102522_2041_LessonsFrom3.png Alpha Brands - Lessons From Peter Lynch: Invest In What You Know - 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-edc6g monthly 0.5 2022-10-31 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/96d13bbe-d9b9-4815-924d-1fdc27a72c02/101822_2100_TheLastLost1.png Alpha Brands - The Last “Lost Decade” Favored Top Brands - 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/v1/5a4be442f14aa106b73e8be1/5f160ee8-9e44-440f-ad18-916278d4a6e7/101822_2100_TheLastLost2.png Alpha Brands - The Last “Lost Decade” Favored Top Brands - 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 - 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 - 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 - 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/v1/5a4be442f14aa106b73e8be1/07d5d73d-25c4-4837-97ce-8dc657b054c9/092122_1749_AnalysisCos5.png Alpha Brands - 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://www.accuvest.com/alpha-brands-insights/2022/9/29/corrections-in-leading-companies-are-for-buying monthly 0.5 2022-09-29 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/b16ac5b6-cb4b-4cb5-b487-d83c30d3d285/091422_1607_Corrections1.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/d73d692f-b395-449a-b6b1-611158803c96/091422_1607_Corrections2.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/bcfced92-c195-491a-926e-ce7cb8257eb4/091422_1607_Corrections3.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/74d1ef97-eba1-482e-a9c3-005e8872be24/091422_1607_Corrections4.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/1cbc0598-f14c-443e-93bd-6a1f6fe8b83b/091422_1607_Corrections5.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/64f5c044-6672-43c0-896c-5e6f134a9ec9/091422_1607_Corrections6.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/610a0e53-7358-4289-85a3-c62ad0063de8/091422_1607_Corrections7.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/9bd3e079-433a-4bc0-bac2-77c3e040b10a/091422_1607_Corrections8.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/a75e0e6d-effb-4625-a2ba-287595bc5b7a/091422_1607_Corrections9.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/v1/5a4be442f14aa106b73e8be1/1decc53f-524c-46e6-a601-39bc62741bd6/091422_1607_Corrections10.png Alpha Brands - Corrections In Leading Companies Are for Buying - 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/2022/9/28/a-playbook-for-investing-in-structurally-higher-inflation monthly 0.5 2022-09-28 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/70962f13-ef26-4ebf-9b94-8f77fb0d226d/clark-blog-800x592.jpg Alpha Brands - A Playbook for Investing in Structurally Higher Inflation - 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/2022/5/10/thematic-investing-a-look-into-key-megatrends-driving-global-economies monthly 0.5 2022-05-25 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/c5d0eec2-b974-4abd-b1fa-b19003e6ec4d/881+billion.png Alpha Brands - 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://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/9a955536-5601-430e-bc24-0e2fb635060a/penetration+opportunities.png Alpha Brands - 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/alpha-brands-insights/2021/11/8/the-most-important-theme-of-2022-historic-consumption-capacity monthly 0.5 2022-05-09 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/6f0862a5-3c1e-41a4-ba2c-3c882e922ca3/Consumption+cushion.png Alpha Brands - The Most Important Theme of 2022: Historic Consumption Capacity - Make it stand out Source: Bloomberg, Hedgeye Risk Management https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/e67de1df-2921-4b16-ad08-699732cd66a0/Dont+overthink+it.png Alpha Brands - The Most Important Theme of 2022: Historic Consumption Capacity - Make it stand out Source: Bloomberg, Hedgeye Risk Management https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/81e330eb-6964-488b-93c5-6b8d9c976a38/supply+constraints.png Alpha Brands - The Most Important Theme of 2022: Historic Consumption Capacity - Make it stand out Source: Bloomberg, Hedgeye Risk Management https://www.accuvest.com/alpha-brands-insights/2021/9/28/the-consumer-services-rebound monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1632854908518-Y2QNTXUUV07D2MNGY1KE/Services+dragging.png Alpha Brands - The Consumer Services Rebound - 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/v1/5a4be442f14aa106b73e8be1/1632854964144-IPAKZDR72F7N8U1U71LS/Handful+driving+shortfall.png Alpha Brands - The Consumer Services Rebound - 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/v1/5a4be442f14aa106b73e8be1/1632855104238-W34N52HJYYBE1VPOU34P/tailwinds+clear.png Alpha Brands - The Consumer Services Rebound - 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/2021/8/26/july-retail-sales-focus-on-the-story-behind-the-headlines monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1629986751859-ULTT70Y4BHK9W55R5SEK/US+retail+sales+blog+post+8.26.2021.png Alpha Brands - July Retail Sales: Focus on the Story Behind the Headlines - Make it stand out Source: lao.ca.gov for the retail sales chart, Accuvest for the channel lines and notations. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1629987101636-B8TMSSN9HJO24UDWTOAM/consumer+balance+sheet+blog+post+8.26.2021.png Alpha Brands - July Retail Sales: Focus on the Story Behind the Headlines - Make it stand out Source: Bloomberg https://www.accuvest.com/alpha-brands-insights/2021/8/6/dynamic-brands-mid-year-market-outlook monthly 0.5 2022-05-03 https://www.accuvest.com/alpha-brands-insights/2021/8/5/growth-opportunity-peloton-the-connected-fitness-leader monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1628172014081-E371VPZTJH01LOU2LT6U/Peloton+graph.png Alpha Brands - Growth Opportunity: Peloton, the Connected Fitness Leader - Make it stand out Source: Ycharts. Period assessed: PTON vs S&P 500 and Nasdaq 100 since 9/26/2019 to 8/2/2021 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1628172141345-BH6LZKIDADC10V157GAQ/peloton+products.png Alpha Brands - Growth Opportunity: Peloton, the Connected Fitness Leader - 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/2021/6/24/top-performing-consumer-stock-of-the-past-decade monthly 0.5 2022-05-03 https://www.accuvest.com/alpha-brands-insights/2021/6/15/the-current-global-luxury-goods-investment-opportunity monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1623768415621-9S7U32G302X1US2BYBRE/Dynamic+Brands+CC+wealth.png Alpha Brands - The Current Global Luxury Goods Investment Opportunity - 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/v1/5a4be442f14aa106b73e8be1/1623768513994-F6X3BHWLOO5LN54VVSDL/Chinese+contribution+to+global+luxury+growth.png Alpha Brands - The Current Global Luxury Goods Investment Opportunity - Make it stand out Data source: Emles Advisors LLC. https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1623768680679-Q4BUK3BJ4QOA53SNVHJI/luxury+brands+returns.png Alpha Brands - The Current Global Luxury Goods Investment Opportunity - Make it stand out Source: Y Charts https://www.accuvest.com/alpha-brands-insights/2021/5/21/savings-rates-are-back-to-historic-levels-heres-what-it-means-for-investors monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1621611614119-QM6ZHTOIBEUOKDSFJJEL/Savings+%25+income+brands+blog.png Alpha Brands - Savings Rates are Back to Historic Levels. Here’s What it Means for Investors - 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/2021/4/29/us-consumer-confidence-returns-to-pre-pandemic-levels monthly 0.5 2022-05-03 https://www.accuvest.com/alpha-brands-insights/2021/4/12/the-sevices-sector-mean-reversion-continues monthly 0.5 2022-05-03 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1618234428593-HGU94XQYSON5MCQTYZMJ/ISM+Services+PMI.png Alpha Brands - The Sevices Sector Mean Reversion Continues Source: Bloomberg https://www.accuvest.com/alpha-brands-insights/2021/2/12/dynamic-brands-blog-updated-bi-weekly monthly 0.5 2021-03-12 https://www.accuvest.com/alpha-brands-insights/2019/1/24/bloomberg-interview-markets-portfolio-brand-positioning monthly 0.5 2019-01-24 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1548369524782-419XV4LUJPLJ7UYPQPTS/Screen+Shot+2019-01-24+at+2.31.28+PM.png Alpha Brands - Bloomberg Interview: Markets, Portfolio, Brand Positioning Click the link for the quick interview & update https://www.accuvest.com/alpha-brands-insights/2018/9/17/balanced-risk-balanced-portfolio-1 monthly 0.5 2018-09-17 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1537218972403-X5ZE491WLAWBLFSZ8HJJ/Screen+Shot+2018-09-17+at+2.15.37+PM.png Alpha Brands - Balanced Risk, Balanced Portfolio https://www.accuvest.com/alpha-brands-insights/2018/5/14/stocks-break-the-downtrend-2 monthly 0.5 2018-11-02 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341243957-TUJGUDYC3UFZD2CWS74A/SPX.png Alpha Brands - STOCKS BREAK THE DOWNTREND... https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341358884-54G0HDXEPAAYGJG03VX8/Screen+Shot+2018-05-14+at+4.22.31+PM.png Alpha Brands - STOCKS BREAK THE DOWNTREND... https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341448656-6MIDOI9A7L1U78QJDMYP/BrandZ.png Alpha Brands - STOCKS BREAK THE DOWNTREND... https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341536394-WGBY2MR6UUVUVVL5RN1Z/Interbrands.png Alpha Brands - STOCKS BREAK THE DOWNTREND... https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341717797-T8I59R51PJNLZ27071FW/Screen+Shot+2018-05-14+at+4.47.46+PM.png Alpha Brands - STOCKS BREAK THE DOWNTREND... https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1526341773068-9GAD7GN6LGCWINH2AP7S/StyleFactorWinners-2.png Alpha Brands - STOCKS BREAK THE DOWNTREND... SOURCE: ACCUVEST RESEACH https://www.accuvest.com/alpha-brands-insights/2018/3/23/market-top-or-rolling-correction monthly 0.5 2018-05-14 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829546811-VO66SK4CUZUTG0BSHOP4/Screen+Shot+2018-03-23+at+11.25.32+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829653234-IXDZ65KD86ZLUI9EZW2B/Screen+Shot+2018-03-22+at+4.13.16+PM.png Alpha Brands - Market Top or Rolling Correction? Source: Accuvest, Stockcharts.com https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829743725-AUAW2TQD3ASIZLKR0312/Screen+Shot+2018-03-23+at+11.28.50+AM.png Alpha Brands - Market Top or Rolling Correction? Source: CNBC https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829923081-L7YM24PUTOYMBQ0KZQ9N/Screen+Shot+2018-03-23+at+11.31.34+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829951670-7P1O040ZRYWMELPWQELZ/Screen+Shot+2018-03-23+at+11.32.22+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521829978858-BYVM4TW0NH4J0QXAUBST/Screen+Shot+2018-03-23+at+11.32.45+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521830005295-31BYHI3ZIP40XYIMH7C6/Screen+Shot+2018-03-23+at+11.33.11+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521830073683-L40UPIJXQFI3VXHBZ2HZ/Screen+Shot+2018-03-23+at+11.33.39+AM.png Alpha Brands - Market Top or Rolling Correction? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1521830132078-38T03DL46OOCBFGOLO7Z/Screen+Shot+2018-03-15+at+8.42.57+AM.png Alpha Brands - Market Top or Rolling Correction? https://www.accuvest.com/alpha-brands-insights/2018/2/20/from-fomo-to-fud-back-to-fomo monthly 0.5 2018-03-23 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519162916877-M8PDSLJ39DZPD8N14RKK/Screen+Shot+2018-02-20+at+1.41.00+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519162976492-R3FS84DQD5EEOP12A4ND/Screen+Shot+2018-02-20+at+1.42.11+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519163050973-898T6O5C8TCLQ1VQV5BN/Screen+Shot+2018-02-20+at+1.43.49+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519163118387-07UURFE2PHFTTC1NXCBG/Screen+Shot+2018-02-20+at+1.45.03+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519163164234-PZF53VVWJWIKT92JASWD/Screen+Shot+2018-02-20+at+1.45.45+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1519163211257-8S93NWVI43ZJ0WFRJJB5/Screen+Shot+2018-02-20+at+1.46.32+PM.png Alpha Brands - From FOMO to FUD & Back to FOMO? https://www.accuvest.com/alpha-brands-insights/2018/1/29/melt-up-time monthly 0.5 2018-01-30 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1517269124021-7B3ZUGWNH1CLTX975FZA/Screen+Shot+2018-01-29+at+12.24.34+PM.png Alpha Brands - Melt-Up Time https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1517269353783-SVS9GV7Q7CHI1X7VP8FB/Screen+Shot+2018-01-29+at+3.41.59+PM.png Alpha Brands - Melt-Up Time https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1517269480507-B3P21ZLUJ2H8IS18WPTR/Screen+Shot+2018-01-29+at+3.43.23+PM.png Alpha Brands - Melt-Up Time https://www.accuvest.com/alpha-brands-insights/2018/1/18/euphoria-sets-in monthly 0.5 2018-01-23 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516294384314-ORKNL0IA9XXN59BF8U1P/image-asset.png Alpha Brands - Euphoria Sets In https://www.accuvest.com/alpha-brands-insights/2018/1/18/investing-as-a-hedge-to-spending monthly 0.5 2018-01-23 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516293774244-5TGKH04I7H0678RZI7JG/image-asset.png Alpha Brands - Investing as a Hedge to Spending https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516293845534-XRVPV3CGJVEJ5E0XKICB/image-asset.png Alpha Brands - Investing as a Hedge to Spending https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516293888196-8MY3RY222XK9082MZKG8/image-asset.png Alpha Brands - Investing as a Hedge to Spending https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516293942623-DGXK1VMIUNCLRVGZ0GDB/image-asset.png Alpha Brands - Investing as a Hedge to Spending https://www.accuvest.com/alpha-brands-insights/2018/1/18/k07385ngi8e425n0wt2x5y0pzgbn82 monthly 0.5 2018-01-23 https://images.squarespace-cdn.com/content/v1/5a4be442f14aa106b73e8be1/1516291413918-FPVBLPAKEE0YBPEDBMUN/image-asset.png Alpha Brands - Are We In a Complacency Bubble? https://www.accuvest.com/alpha-brands-insights/tag/trading monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/Consumption monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/stock+market+corrections monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/interest+rates monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/Services+Sector monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/FOMO monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/volatility monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/Mean+Reversion monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/stocks+plunge monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/HSUTX monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/cartoons monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/Dynamic+Brands monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/stock+market+crash monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/investing monthly 0.5 https://www.accuvest.com/alpha-brands-insights/tag/Alpha+Brands 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 - 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