W20/2026-05-11/HOLDING
Holding Through Reacceleration
April Consumer Price Index came in at 3.8% year-over-year, the hottest annual print since May 2023. Energy did 40% of the monthly damage. The 10-year Treasury yield closed Monday at 4.42%.
Portfolio
BILShort-term T-bills. Cash that pays.
40%
VOOS&P 500. Core US stocks.
27%
GLDGold. Hedge against a weak dollar.
13%
VWOEmerging markets. AI chip exposure.
8%
BTCBitcoin. Digital gold.
7%
SLVSilver. Bigger moves than gold.
5%
W19/2026-05-04/HOLDING
Holding Through the UAE Strikes
Iran hit UAE oil sites over the weekend. First strikes on the United Arab Emirates since the April 8 ceasefire.
W18/2026-04-27/HOLDING
Holding the Defensive Book as Iran Risks Build
Holding the book this week. No buys, no trims. Iran reclosed the Strait of Hormuz over the weekend and Brent crude is back above $107. The Federal Reserve meets April 28 and 29.
W17/2026-04-20/BUYING
Buying Gold and Core US Stocks, Keeping Cash in Bills.
Buying gold, US stocks, and short-term Treasury bills this week, with a defensive cash weight. Prices rose 3.3% in the past year. The Federal Reserve paused anyway.
Portfolio
BILShort-term T-bills. Cash that pays.
40%
VOOS&P 500. Core US stocks.
27%
GLDGold. Hedge against a weak dollar.
13%
VWOEmerging markets. AI chip exposure.
8%
BTCBitcoin. Digital gold.
7%
SLVSilver. Bigger moves than gold.
5%