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Model Asset Allocation Update (August 2025)

Source: SeekingAlpha

2025-08-11 17:21:13 ET

Model Allocation Update (August 10, 2025)

This article provides ongoing analysis of my Asset Allocation Model for 2025 (the " Model Allocation " or " Model "). Specifically, this article analyzes the performance of certain investment ideas generated for the Model Allocation. It will also review, among other things, new positions added to the Model portfolio (the " Portfolio "). But first, here are the current asset allocations of the Model compared to where they stood on March 21, 2025....

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Model Asset Allocation Update (August 2025)
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