| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
Oujo Wealth Strategies maintains a balanced, diversified approach amid Q1 2026 market volatility driven by the Iran conflict and Fed policy uncertainty. While growth equities suffered the most damage, value, small cap, and international markets remained relatively flat. The manager emphasizes portfolio diversification as the key defensive strategy, avoiding overweights in any single area. The S&P 500 trades at reasonable valuations around 6,600 with a 4.68% earnings yield versus 4.31% on 10-year Treasuries. The Fed faces conflicting pressures from persistent inflation and rising unemployment, keeping rates at 3.75%. Fixed income offers opportunities for conservative investors, particularly with the yield curve no longer inverted. The firm welcomes market corrections as buying opportunities while maintaining neutral positioning across growth, value, and international exposures. Geopolitical uncertainty from Iran creates near-term volatility, but the manager believes long-term investors will be rewarded for not acting emotionally. The strategy focuses on balance rather than concentrated bets in any particular market segment.
Diversification across asset classes and market segments is essential in the current environment of geopolitical uncertainty and Fed policy constraints, with opportunities emerging from market volatility for disciplined investors.
The manager expects continued market volatility but remains constructive on fundamentals, welcoming both corrections for buying opportunities and market advances. They maintain a balanced approach across asset classes and geographies while monitoring Fed policy and geopolitical developments.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Apr 6 2026 | 2026 Q1 | - | diversification, Fed policy, fixed income, geopolitics, volatility | - | Oujo Wealth Strategies advocates diversification as the primary defense against 2026 market volatility caused by Iran conflict and Fed policy uncertainty. The firm maintains balanced exposure across growth, value, and international markets while welcoming corrections as buying opportunities. S&P 500 valuations appear reasonable despite geopolitical headwinds affecting investor sentiment. |
| Jan 8 2026 | 2025 Q4 | - | asset allocation, dividends, Fed policy, fixed income, growth, rebalancing, small caps, valuation | - | Oujo Wealth delivered strong 2025 returns across risk levels through disciplined asset allocation. The firm remains cautiously optimistic for 2026, balancing dividend payers, growth stocks, and fixed income. Current equity valuations offer limited risk premium over bonds, but no major moves planned unless market corrections create rebalancing opportunities in undervalued small caps. |
| Oct 8 2025 | 2025 Q3 | - | dividends, Fed policy, fixed income, rates, small caps, Valuations | - | Oujo Wealth Strategies reports strong 2025 performance across asset classes with the S&P 500 reaching 6,700. The firm maintains cautious optimism, shifting slightly toward fixed income given attractive yields while favoring dividend payers and smaller caps positioned to benefit from potential rate cuts. Market valuations remain reasonable despite elevated levels. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
DiversificationThe manager emphasizes diversification as key to portfolio resilience in 2026, advocating for balanced exposure across growth, value, small cap, mid cap, and international equities rather than overweighting any single area. |
Balance Risk Management Asset Allocation Portfolio Construction |
VolatilityMarket volatility has dominated 2026 due to geopolitical uncertainty from the Iran conflict, with growth equities hit hardest while value and international markets remained relatively flat. |
Market Stress Uncertainty Geopolitical Risk | |
| 2025 Q4 |
DividendsDividend 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 continuing earnings growth and attractive dividend rates, making them a core portfolio component for income generation. |
Income Yield Equity Income |
AIGrowth/tech/AI area had elevated valuations but continued to power through due to optimism around companies rapidly expanding capital investments. Large Cap Growth positions with AI exposure have been highest performers in portfolios, though valuations remain a concern. |
Technology Growth Valuations | |
RatesFederal Reserve decreased rates from 4.5% to 3.75% throughout 2025. Fixed income performance was positive across the board with strong income generation. The firm likes mid to longer term fixed income to lock in rates, expecting limited rate increases given current inflation and dovish Fed leadership. |
Federal Reserve Fixed Income Monetary Policy | |
Small CapsMid 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 overweight. Historically small cap stocks outperform large caps over the long-term but with more volatility. |
Valuation Opportunity Underperformance | |
| 2025 Q3 |
DividendsDividend payers have performed well and paid their dividends. The firm views dividend-paying stocks as attractive investments with fair valuations and strong holdings for retiree income. |
Income Yields Retirees Valuations Performance |
RatesThe Federal Reserve has made only one minor cut this year despite pressure from the Trump administration. The firm expects more rate cuts would require negative employment data, weaker consumer sentiment, low inflation, and manufacturing softness. |
Fed Cuts Employment Inflation Manufacturing |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
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| TICKER | COMMENTARY |
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| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % |
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