Asset Entities Inc. And 2 Other New Model Portfolio Picks (May 2025)

2025-05-28 05:37:16 ET

Summary

• With DOGE moving into the background, the case for future inflation in the U.S. has been solidified.
• My Model Asset Allocation outlined in prior articles should serve investors well if the inflation thesis plays out.
• In Q2 2025, Asset Entities Inc., Orla Mining Ltd., and PureCycle Technologies, Inc. have been added to the speculative bucket of my Model Portfolio.

Introduction

In recent articles ( here and here ), I have been tracking my Asset Allocation Model for 2025 (the " Model ") and beyond. In this article, I revisit the main thesis behind the Model, track the year-to-date performance of the biggest winners and losers within the Model, and offer up three new stocks that have been added to the Model's allocation to speculative investments (the " Speculative Bucket ")....

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