March 31, 2026

All investors face capital-market risk. Managing that risk, evaluating opportunities in the context of an investor’s goals, and assessing specific investments efficiently requires broad, objective, close-to-the-capital-market thinking. An asset allocation framework does not need to be a black box that processes statistical variables and then spits out an investment plan. It should be a logical framework that lays out choices for investors. The LJE Asset Allocation Process strives to accomplish these objectives. First, it summarizes in a logical and consistent way the investment choices recommended by our assessment of the coming economic environment. Second, we strive to provide in straightforward, plain English an explanation of our views and the rationale for the tilts to the portfolio. During the first quarter the benchmark portfolio declined seventy-two basis points while the LJE Asset Allocation utilizing the ETFs lost sixty-nine basis points. The LJE tilt portfolio outperformed the benchmark by five basis points during the first quarter of 2026.

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