Investing strategies update for May 2025
Idea
Markets haven’t made it easy this year. Leading stocks have become losing stocks, the S&P 500 has given up its edge, and sentiment has proved once again that it can turn on a dime. But through the chaos and the red down arrows, the Finimize model portfolios have quietly delivered. Each one of them is ahead of the S&P 500 so far this year. (The Momentum Rider Portfolio, for one, is nearly 10 percentage points out in front.) That’s not luck: that’s the power of a rules-based strategy that adapts to the market – not to your gut instincts.
Thesis
- The Easy Rider Portfolio is a strategic, long-term investing mix. It holds a fixed, globally diversified blend of stocks, bonds, gold, and other commodities (plus optional bitcoin), and…
