| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | 16.4% |
| 2025 |
|---|
| 16.4% |
Oujo Wealth Strategies delivered strong 2025 performance with conservative accounts up mid-to-high single digits, moderate accounts up low double digits, and aggressive accounts up high double digits. The firm maintains a cautiously optimistic outlook for 2026, focusing on asset allocation across three core areas: dividend paying equities for income and stability, growth stocks for long-term inflation-beating returns, and fixed income for portfolio balance and correction opportunities. Current S&P 500 valuations around 6,900 with 4.42% earnings yield versus 4.16% on 10-year treasuries suggest limited equity risk premium, though no imminent correction is expected. The Federal Reserve's dovish approach throughout 2025, cutting rates from 4.5% to 3.75% despite inflation concerns, supported both equity and fixed income performance. The firm emphasizes the importance of rebalancing during market volatility, taking gains from outperforming growth areas and reallocating to fixed income or dividend payers. They see particular opportunity in mid and small cap stocks given lower valuations and historical long-term outperformance, while maintaining discipline around not making major portfolio moves unless significant market corrections provide attractive entry points.
Asset allocation and periodic rebalancing strategy across dividend paying equities, growth stocks, and fixed income to manage risk while capturing long-term returns above inflation.
Cautiously optimistic with focus on asset allocation across dividend paying equities, growth stocks, and fixed income. Expects to maintain current positioning unless major market correction provides rebalancing opportunities. Views current equity valuations as fairly valued to slightly elevated, limiting upside unless earnings exceed expectations.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Jan 8 2026 | 2025 Q4 | - | asset allocation, dividends, Fed policy, fixed income, growth, rebalancing, small caps, valuation | - | Dividend paying equities performed very well in 2025 and paid dividends at higher rates due to elevated interest rates. The firm views dividend payers as fairly valued with attractive dividend rates, continuing to grow earnings while paying dividends at higher levels. They position dividend paying equities as a core holding that provides income while offering potential for stock appreciation over time. Growth and tech areas saw elevated valuations but continued to power through due to optimism around companies rapidly expanding capital investments. The firm acknowledges growth equities are most susceptible to market corrections but represent the area with highest growth potential when markets are up. They maintain exposure to keep returns higher than inflation over the long-term and view corrections as buying opportunities. Mid and small caps have lower valuations and haven't performed as well as other areas but the firm sees opportunity. They have some exposure but aren't super overweight. Historically small cap stocks outperform large caps over the long-term but provide a more volatile path to get there. |
| Oct 8 2025 | 2025 Q3 | - | - | - |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2025 Q4 |
DividendsJapanese companies paid record dividends of ¥18 trillion for fiscal year ending March 2025, a 13.8% year-over-year increase. Many major firms have adopted progressive dividend policies guaranteeing dividends will never be cut, only maintained or increased. |
Progressive Dividend Record Payouts Shareholder Returns Yield Growth |
GrowthEconomic growth is accelerating according to Hedgeye's real GDP projection model, gaining significant momentum in Q1 and continuing through much of Q2 2026. This growth acceleration historically supports risk assets, particularly cyclical equities and commodities. |
Economic Growth GDP Risk Assets Cyclical Acceleration | |
Small CapsSmall caps getting strong start in 2026 supported by easing monetary conditions and constructive fiscal backdrop. Small caps more sensitive to economic cyclicality which is overdue for expansion. Expected to grow at better pace than large caps in 2026 after long period of underperformance. |
Value Growth Cyclical Monetary Policy Fiscal Policy |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
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| TICKER | COMMENTARY |
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| No ticker commentary found. | |
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % |
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| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
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| Industry | Prev Quarter % | Current Quarter % | Change |
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