An investor has incrementally adjusted their Model Allocation Portfolio toward a more defensive position amid ongoing market performance. The portfolio continues to outperform the S&P 500 benchmark in most holdings. This update emphasizes caution through increased cash and hedging strategies.
In the March 2026 model allocation update, the investor described shifting the portfolio to a more defensive stance, stating, "It's time to be cautious." Despite this adjustment, the portfolio has performed well, with most investments handily outperforming the S&P 500.
Key changes include increasing cash holdings to reduce risk, realizing profits from certain positions, and adding a short position in QQQ. Bitcoin exposure has been hedged via Kalshi, and a long-short ETF has been incorporated into the portfolio.
This update provides ongoing analysis of the Asset Allocation Model, known as the "Model Allocation." The investor maintains beneficial long positions in assets such as GLD, FEORX, HECA, HEFT, CGGR, PPI, SIVR, RAAX, INFL, BTC-USD, NODE, ASST, BMNR, PCT, ORLA, and PALL, either through stock ownership, options, or other derivatives.
The article, published on March 10, 2026, clarifies that it expresses the author's own opinions and is not investment, tax, or legal advice. The author receives no compensation beyond Seeking Alpha contributions and has no business relationships with mentioned companies. Seeking Alpha notes that past performance does not guarantee future results and offers no specific recommendations.