Capital Wealth Capital Wealth Client Login
Home Intelligence Portfolios Annuities
Planning
Planning Overview Pension Maximization 403(b) for Teachers 401(k) Planning Cash Balance & DB Plans Police / Fire & County Safety Federal, Postal & Nurses Social Security Timing Sequence of Returns Modern Portfolio Theory Life Insurance Long-Term Care & ADLs Medicare & Retiree Health Estate Planning Tax-Efficient Withdrawal 2026 Tax Guide
Advanced Planning
Executive Compensation Oil & Gas Sector Canadian Cross-Border Calculators Services About Client Login
Market & Portfolios

WSJ-Sourced Market Updates
& Portfolio Models

Daily and weekly commentary with real-time portfolio allocation updates. Sourced from institutional research for 401(k), 403(b), and IRA accounts.

Wall Street Journal
·
JPMorgan Research
·
Goldman Sachs
·
Oxford Economics
·
FRED / BLS
Portfolio Models

Current Allocations

Updated March 28, 2026. Model portfolios for 401(k), 403(b), and IRA accounts across three risk profiles.

Conservative

Capital Preservation

+2.1%
YTD Return · Updated 3/28/26
50%
25%
15%
10%
Bonds 50%
Dividend 25%
Lg Cap 15%
Gold/Alt 10%

Top Holdings

BNDVanguard Total Bond22%
SCHDSchwab Dividend15%
AGGiShares Core Bond14%
VIGVanguard Div Appreciation10%
GLDSPDR Gold8%
Moderate

Balanced Growth

+4.8%
YTD Return · Updated 3/28/26
35%
25%
20%
12%
8%
Equity 35%
Bonds 25%
Dividend 20%
Defense 12%
Alt 8%

Top Holdings

VOOVanguard S&P 50018%
SCHDSchwab Dividend12%
BNDVanguard Total Bond14%
ITAiShares US Aerospace8%
QQQInvesco NASDAQ 10010%
Aggressive

Growth Focus

+7.3%
YTD Return · Updated 3/28/26
45%
20%
15%
12%
8%
Growth 45%
AI/Tech 20%
Defense 15%
Energy 12%
Bonds 8%

Top Holdings

QQQInvesco NASDAQ 10018%
NVDANVIDIA8%
LMTLockheed Martin7%
XLEEnergy Select SPDR8%
AVGOBroadcom6%
Commentary Feed

All Updates

AlertMar 28, 2026 · 9:15 AM

Iran Conflict Escalation: Adjusting Defense & Energy Weights

Geopolitical tensions continue to escalate. Defense sector (LMT, RTX, NOC) outperforming. Increasing aggressive portfolio defense allocation from 12% → 15%, trimming consumer discretionary. Energy catching a bid on supply disruption fears — maintaining XLE and adding CVX exposure.

DefenseEnergyGeopolitical
Portfolio UpdateMar 28, 2026

Q1 Rebalance Complete — All Models Updated

Quarterly rebalance executed across all three model portfolios. Key changes: increased gold allocation in conservative model (+2%), rotated moderate model toward domestic consumer staples, added semiconductor names to aggressive growth model. Full updated allocations shown above.

RebalanceAll Models
WeeklyMar 27, 2026

Week in Review: S&P Holds Support, Fed Stays Patient

Markets showed resilience despite geopolitical headwinds. S&P tested 5,200 and bounced. Fed held rates steady — base case remains two cuts in H2 2026. Bond yields dipped, favoring income-oriented portfolios.

S&P 500FedBonds
DailyMar 26, 2026

AI Infrastructure Spend Accelerating — Semi Sector Strong

Cloud provider capex guidance confirms AI infrastructure spending accelerating into 2027. Holding overweight NVDA, AVGO, ANET across growth portfolios. AMD showing relative weakness — watching for entry below $140.

AI/TechSemis
WSJ SourcedMar 25, 2026

Tariff Impact on Consumer Staples — Rotating to Domestic

WSJ reporting new tariff rounds on imported consumer goods. Domestic supply chain companies (PG, CL, KO) positioned to benefit. We've rotated conservative and moderate portfolios toward domestic-focused staples.

TariffsConsumerDomestic
WSJ SourcedMar 24, 2026

Treasury Yields Drop to 3-Month Low — Bond Opportunity

10-year yield falling to 4.15% creates entry opportunity for fixed income allocation. Adding duration to conservative model through TLT. Moderate model maintains shorter-duration BND allocation.

BondsYieldsTreasury
DailyMar 23, 2026

Gold Hits $3,080 — Our Hedge Thesis Playing Out

Gold continues its breakout, validating our December 2025 thesis to add GLD/IAU across all models. Conservative model benefiting most from 10% gold allocation. No changes — maintaining positions and trailing stops.

GoldHedge
Portfolio UpdateMar 21, 2026

Aggressive Model: Adding LMT on Iran Escalation Thesis

Adding 3% position in Lockheed Martin (LMT) to aggressive model, funded by trimming broad equity (VOO) by 3%. Defense spending likely to accelerate regardless of which Iran scenario plays out — asymmetric upside.

DefenseLMT
Get Started

Want These Strategies Personalized?

Book a free 1-on-1 portfolio review. We'll match these model allocations to your specific 401(k), 403(b), or IRA accounts.

Book Portfolio Review →