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Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately
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Investing Snapshot
Build a “Barbell” Portfolio
This week’s focus is the barbell strategy—owning defensive, steady assets on one end and high-growth opportunities on the other, while avoiding the crowded, low-reward middle.
The goal isn’t balance for balance’s sake. It’s resilience with upside.
Why This Matters
Markets are rewarding extremes: High-quality defensives are holding up, while true growth leaders are still attracting capital.
The middle is underperforming: Average companies with average growth are struggling in uncertain conditions.
Volatility remains selective: Not everything is risky—but the wrong exposure can quietly drag returns.
The Strategy: Strength on Both Ends
Think of your portfolio like a weightlifting bar—strong at the edges, light in the middle.
Here’s how to apply it:
Anchor One Side With Defense
Allocate capital to assets that provide stability: cash, dividends, quality ETFs, utilities, or strong balance-sheet companies.Allocate the Other Side to Asymmetric Growth
This is where you pursue upside—leading tech, AI, crypto majors, or emerging trends with momentum.Avoid the “Comfort Middle”
Be cautious with mediocre stocks, overleveraged real estate, or hype without earnings. These often fall hardest when conditions tighten.Rebalance, Don’t React
When growth spikes, skim profits into defense. When fear hits, deploy from defense into opportunity.
Risk vs. Reward
Reward
Reduces drawdowns during volatility
Keeps upside exposure alive
Creates flexibility during market shifts
Risk
Growth side can be volatile
Defensive assets may underperform during strong rallies
Requires discipline to rebalance consistently
The strength of the strategy is structure, not prediction.
How to Take Action
Beginner Investors
Use ETFs: one defensive (bonds, dividends, broad market) and one growth-focused
Keep it simple—clarity beats complexity
Rebalance quarterly, not daily
Intermediate Investors
Separate your portfolio into “sleep-well” and “swing-for-upside” buckets
Cap speculative positions
Track performance by bucket, not just total return
Advanced Investors
Rotate between growth themes as leadership changes
Use volatility to scale positions
Maintain liquidity to act when markets misprice risk
Final Thought
You don’t need to be all-in or all-out to win. The smartest investors build portfolios that survive uncertainty and exploit opportunity at the same time.
This week is about structure over emotion—and letting your portfolio do the heavy lifting.
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.
