I kept looking for a product that would let me use the best AI models to get insights and advice about my own financial situation.Not cookie cutter advice, but specific and actionable information.How would recent events affect my portfolio? Where does the AI see risk in my investments? What can I do to increase the probability I grow my portfolio?I couldn't find the right product doing this, so my team custom built the product (@cfosilvia) for me.We are now opening it up for anyone else to use.Sign up compl ...

Ray Dalio thinks 15% of portfolio into BTC https://t.co/L2jtNl763A ...

(the bug hasn't been fixed yet) https://t.co/oFd2IhIzZJwale.moca 🐳 (@waleswoosh):Why is my entire portfolio red today?Is this a bug? ...

Defensive Sectors & Investment Strategy - Defensive sectors are gaining attention as the back half of the year approaches [1] - Healthcare sector ETFs have experienced significant outflows, with healthcare's performance versus the S&P 500 in its bottom decile over the last 50 years [3] - Investors should consider going global and employing long/short strategies, as most investors are long-only and focused on US assets [6] - Opportunities exist in exchange rate markets, which few investors include in their portfolios [7] - Global macro managers are building long bond positions as yields have risen [8] Market Dynamics & Fund Flows - Crypto is a leading category with investors latching onto the movement, with Bitcoin prices hitting $123,000+ [13] - Investors are allocating money to cash, attracted by the 425% (4 and a quarter) returns in money market funds [14] - Small caps are experiencing outflows despite a rally, potentially presenting a contrarian play [15] Portfolio Adjustments & ETF Management - ETF managers are adjusting positioning based on how they're seeing managers shift their positions on a daily basis [10] - In times of rapid policy and market changes, managers may shift positions from long to short over weeks [11] - ETFs can bring in strategies that navigate policy changes for investors [12] Investment Opportunities - Building portfolios that can perform well in a falling growth environment, including long bonds, long gold, and short the US dollar, is a non-consensus view favored by some hedge funds [16] - Bitcoin momentum presents a significant opportunity [17]