June was a softer month for the portfolio, as both Tactical ETFs and US Growth pulled back after a strong run earlier in the year. SG Dividend provided some stability and remained the only strategy in positive territory for the month. Despite the June pullback, H1 remained a strong period overall. US Growth led the way with a 38.9% return, followed by SG Dividend at 21.0% and Tactical ETFs at 8.3%. The portfolio continues to benefit from a balanced mix of growth and dividend exposure, even as monthly volatility remains part of the journey.
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Macro And Markets
From a macro standpoint, June was still dominated by inflation and central bank uncertainty. Reuters highlighted that investors were closely watching policy direction as inflation stayed elevated and rate expectations kept moving around. At the same time, geopolitical shocks and energy-price concerns continued to feed...
