A bit late a bit upended by Trump’s tariff announcements…

Below is a look at Q1 and some performance notes. I think what you will see is the importance of broad diversification and the importance of planning/anticipation of what may come next across the economic landscape.

If you watched the news during Q1, you probably think Trump decimated all your investments, Vance drove by your house in a Cybertruck to pick up all your cash, and Musk siphoned all your Social Security money into his bank account so he’d have the funds to inseminate another fangirl - all while Tim Walz led the Democrats in cheering for stock market declines and seemingly challenged Republicans to come fight him. Yeah… it’s a bit weird out there…

Here’s a look at money matters: