May 01, 2025
Welcome to Portfolio Insights, your overview of the April 2025 performance of Quantlake’s Classic, Smart and Dynamic portfolios.
Markets shifted in April, with stocks down and bonds up. Our Classic and Dynamic portfolios found footing in this environment, while Smart strategies faced sharper swings. We saw how diversification and discipline helped navigate the turbulence.
✅ Classic Portfolios
Our Classic portfolios showed varied results in April. Conservative strategies demonstrated resilience with our Conservative portfolio gaining 1.0%. 📈 Moderate, Global 80/20, and Global Buffett-Inspired each rose 0.7%, while Global 60/40 advanced 0.6%. These time-tested approaches benefited from defensive positioning during market fluctuations, though Browne-Inspired declined 1.6%.
📡 Smart Strategies
Smart portfolios encountered headwinds this month. Core Trio provided stability with a 0.6% gain while Tactical Rotation contained losses to just 0.3%. 🛡️ Other data-driven strategies saw larger adjustments – Style & Market Cap Rotation fell 3.3% and Sector Rotation declined 2.6%.
⚡ Dynamic Strategies
Dynamic portfolios highlighted their diversification benefits. Growth & Stability led with 1.5% gains, followed by Innovation Ventures & Crypto at 1.0%. 🚀 US Equity Amplifier and All Weather Crypto each added 0.5%, while US Leverage Growth retreated 1.5%.
For perspective, the S&P 500 (SPY) declined 0.9% while bonds (AGG) gained 0.4%. Balanced ETFs showed steadiness with AOM up 0.6%, and both AOR and AOA adding 0.5%. Several of our quantitative models navigated April's challenging environment with notable strength.
Takeaways
As markets remain uncertain, we stay focused on what we can control—sticking to our systematic approach, staying patient, and investing with discipline for the long term. Diversification remains a key tool in that journey.
Happy Long-Term Investing!