Brown Technical Insights

Brown Technical Insights

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Brown Technical Insights
Brown Technical Insights
The Trade Report

The Trade Report

July updates to our ETF portfolios

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Scott Brown, CMT
Jul 01, 2025
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Brown Technical Insights
Brown Technical Insights
The Trade Report
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Good morning,

June was another strong month for equities and our portfolios continue to benefit from risk-on positioning.

Ultra-Growth outperformed the S&P 500 since our last trades, while the Balanced portfolio underperformed its 60/40 benchmark slightly, primarily thanks to an underweight to duration amid falling Treasury yields.

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