Capital Wealth — Q1 2026 Comprehensive Portfolio Review

CW Portfolio Performance vs. Benchmark

CW AGGRESSIVE GROWTH

Model Portfolio

+13.4%

52 positions · +15.5% alpha vs S&P 500

CW DIVIDEND & INCOME

Income Portfolio

+9.9%

51 positions · 3.7% avg yield · +12.0% alpha

BENCHMARK

S&P 500

-2.1%

500 positions · 1.2% yield

MAG 7 AVERAGE

Mega-Cap Tech

-8.0%

7 mega-caps · -5.8% vs S&P

CW portfolios delivered +15.5% alpha over the S&P 500 in Q1 2026. Our energy-heavy, defense-forward allocation was built precisely for this environment — where real assets outperform and mega-cap tech struggles. The S&P fell 2.1% while the Magnificent 7 averaged -8.0%. Our thesis: own what the world needs (energy, food, defense, minerals), not what it wants (AI hype).

Q1 Market Snapshot

S&P 500 YTD

-2.1%

Rotation out of tech

OIL & ENERGY

+24%

Best sector YTD

DEFENSE

+15.9%

NATO spending surge

MINERALS

+19%

Gold, uranium, rare earth

NAT GAS

+28%

LNG exports surging

GOLD

$3,085

+15.2% YTD

AI & DATA

-7.5%

MSFT -18%, TSLA -10%

FED FUNDS

4.50%

No cuts in 2026

Sector Performance YTD

CW Intelligence Report · Sector Returns as of March 29, 2026

Oil & Energy

+24.0%

Minerals

+19.0%

Defense

+15.9%

Infrastructure

+7.5%

Consumer Staples

+7.0%

S&P 500

-2.1%

Financials

-1.7%

AI & Data

-7.5%

Mag 7 Avg

-8.0%

Source: CW Intelligence Report (3/29/26), WSJ Market Data (4/1–4/3/26), FactSet, Yahoo Finance

Top 10 CW Performers YTD

#	Ticker	Company	Sector	Price	YTD	1Yr	P/E
1	TPL	Texas Pacific Land	Oil/Royalty	$524.52	+86.8%	+55.8%	42.5
2	OXY	Occidental Petroleum	Oil E&P	$57.91	+41.0%	+8.2%	18.5
3	MPC	Marathon Petroleum	Oil/Refining	$155.00	+40.8%	+5.5%	8.5
4	PSX	Phillips 66	Oil/Refining	$135.00	+35.8%	+8.2%	12.5
5	LMT	Lockheed Martin	Defense	$530.00	+33.6%	+18.5%	19.8
6	COP	ConocoPhillips	Oil E&P	$120.95	+31.0%	+18.5%	13.8
7	XOM	ExxonMobil	Oil/Integrated	$157.23	+30.3%	+41.0%	23.5
8	CVX	Chevron	Oil/Integrated	$198.06	+29.7%	+22.0%	29.7
9	NOC	Northrop Grumman	Defense	$520.00	+29.0%	+22.5%	28.5
10	MP	MP Materials	Rare Earth	$28.00	+25.5%	+42.5%	N/A

Source: CW Intelligence Report, Yahoo Finance, Bloomberg (verified 3/29/26)

Key Investment Themes for Q2 2026

⛽

Energy Dominance Validated

Oil & Energy leads all sectors at +24% YTD. TPL up 87%, OXY +41%. Geopolitical premium holding with Iran tensions. Our 25% allocation is working exactly as designed. WTI above $69 with structural supply constraints.

WSJ 4/1/26 · CW Intelligence Report 3/29/26

🏭

LNG: The New Energy Frontier

Natural gas +28% YTD. European LNG demand surging as Hormuz risk threatens oil supply routes. Cheniere (LNG) +12.8% with long-term contracted revenue. U.S. becoming world's largest LNG exporter. Structural multi-year tailwind.

WSJ 4/2/26 · Bloomberg Energy Research

✈

Defense: Structural NATO Demand

NATO spending surge. EU pledging €800B in defense. LMT +33.6%, NOC +29%. AeroVironment (AVAV) +60% — Switchblade & Puma drone systems seeing unprecedented demand. Global drone market projected $163B by 2030. This is a multi-year structural shift.

WSJ 4/1/26 · AeroVironment 10-K · U.S. News Drone Report 2026

🌾

Fertilizers: Food Security Trade

Global food inflation accelerating. Sanctions disrupting Russian/Belarusian potash (40% of world supply). Nutrien (NTR) upgraded to Buy — strongest fundamentals. CF Industries +13% in March as world's largest ammonia producer. This is the overlooked commodity play of 2026.

WSJ 4/2–4/3/26 · USDA Fertilizer Report

🥇

Gold Running Hot — Miners Win

Gold at $3,085 (+15.2% YTD). Central bank buying accelerating. NEM +22.5%, GOLD +18.5%. Mineral allocation is both a portfolio stabilizer and growth driver. Target $3,500+ by year-end. Add gold miners on any dips.

CW Intelligence Report 3/29/26 · World Gold Council

💻

AI/Tech: Underweight Paying Off

Mag 7 averaging -8% YTD. MSFT down 18%. Market rotating out of mega-cap tech into real assets. Our underweight is delivering alpha. Selective only: buy quality on deep dips (GOOGL, AVGO), avoid overvalued names (TSLA at 195x P/E).

CW Intelligence Report 3/29/26 · WSJ 4/3/26

CW Model Sector Allocation

Aggressive Growth Allocation

Dividend & Income Allocation

CW Model Stock Portfolio — 35 Positions

Q2 Strategy Update

Expanding our energy thesis with LNG plays (Cheniere, Energy Transfer). Adding fertilizer exposure (Nutrien, CF Industries) on food security thesis. Strengthening defense with drone & cybersecurity names (AVAV leading the $163B drone market, plus CRWD, PANW, FTNT at discounted prices). Adding beaten-down semiconductors (INTC, AMD) — buying low on the chip cycle. Keeping core energy overweight, trimming Mag 7 tech. Designed for growth with downside protection.

Ticker	Company	Sector	Weight	YTD	Rationale	Action
OIL & ENERGY — 25% Allocation (8 Positions)
XOM	ExxonMobil Integrated Oil & Gas	Energy	5%	+30.3%	Largest integrated producer. +30% YTD. 2.6% yield. Core holding.	HOLD
CVX	Chevron Integrated Oil & Gas	Energy	4%	+29.7%	3.5% yield, strong Gulf exposure. Energy sector +24% YTD.	HOLD
COP	ConocoPhillips E&P Pure Play	Energy	4%	+31.0%	Pure-play E&P. +31% YTD. Low P/E 13.8, 2.8% yield.	HOLD
OXY	Occidental Petroleum E&P / Buffett Pick	Energy	3%	+41.0%	+41% YTD. Berkshire-backed. Carbon capture optionality.	BUY
LNG	Cheniere Energy LNG Export Leader	Energy/LNG	3%	+12.8%	Largest U.S. LNG exporter. Nat gas +28%. Long-term contracted revenue. Hormuz crisis makes LNG essential.	NEW
WMB	Williams Companies Nat Gas Pipeline	Energy	2%	+22.2%	Midstream infrastructure. +22% YTD, 2.6% yield. Nat gas pipeline demand surging.	HOLD
ET	Energy Transfer MLP / LNG Infrastructure	Energy/LNG	2%	+10.2%	Largest midstream MLP. 6.8% yield. LNG export terminal exposure. Monthly income.	NEW
EPD	Enterprise Products MLP / NGL Pipeline	Energy	2%	+8.8%	26-year distribution growth streak. 6.2% yield. Defensive income play.	HOLD
DEFENSE & ISRAELI SECURITY — 12% Allocation (6 Positions)
LMT	Lockheed Martin Defense Prime	Defense	3%	+33.6%	Top CW performer in defense. +33.6% YTD. NATO surge orders. 2.55% yield.	HOLD
NOC	Northrop Grumman Stealth & Drone Tech	Defense	2%	+29.0%	B-21 Raider program. +29% YTD. Autonomous systems. 1.55% yield.	HOLD
RTX	RTX Corp (Raytheon) Missile & Air Defense	Defense	2%	+12.5%	Missile systems in global demand. Patriot & NASAMS orders surging. 2.05% yield.	HOLD
AVAV	AeroVironment Drones / UAS Systems	Defense	2%	+72.0%	Best defense stock of 2026. +72% YTD. Acquired Israeli Orbit Technologies for $352.7M. Valkyrie drone program. Strong Buy consensus.	NEW
ESLT	Elbit Systems Israeli Defense Prime	Defense	2%	+51.0%	Israel's largest defense contractor. +51% YTD. $28.1B backlog. Iron Dome, Hermes drones. NATO expansion beneficiary.	NEW
LHX	L3Harris Defense Electronics	Defense	1%	+23.6%	Electronic warfare systems. +23.6% YTD. C5ISR capabilities. 2.05% yield.	HOLD
FERTILIZERS & AGRICULTURE — 7% Allocation (3 Positions)
NTR	Nutrien Ltd World's Largest Fertilizer	Fertilizer	3%	+8.5%	Strongest fertilizer fundamentals. Upgraded to Buy. Russian/Belarusian potash sanctions = massive tailwind. World's largest crop nutrient company. 4.2% yield.	NEW
CF	CF Industries Ammonia & Nitrogen	Fertilizer	2%	+13.0%	World's largest ammonia producer. +13% in March. Clean ammonia pivot for hydrogen economy. Low-cost North American gas advantage.	NEW
DE	Deere & Company Farm Equipment	Agriculture	2%	+23.8%	Agriculture equipment demand surging with commodity prices. +23.8% YTD. Precision ag technology leader. 1.35% yield.	HOLD
MINERALS & COMMODITIES — 10% Allocation (5 Positions)
NEM	Newmont Corp Gold Mining	Gold	2%	+22.5%	World's largest gold miner. Gold at $3,085, heading to $3,500+. 2.05% yield. Central bank buying accelerating.	ADD
MP	MP Materials Rare Earth / Critical Minerals	Minerals	2%	+25.5%	Only U.S. rare earth mine. +25.5% YTD. Critical for defense & EV supply chains. Geopolitical hedge against China.	BUY
FCX	Freeport-McMoRan Copper & Gold	Minerals	2%	+5.2%	Copper essential for electrification & defense. Dual copper/gold exposure. 1.55% yield.	HOLD
LEU	Centrus Energy Uranium Enrichment	Nuclear	2%	+15.8%	U.S. uranium enrichment monopoly. Nuclear renaissance for data center power. +15.8% YTD.	BUY
NUE	Nucor Corp Steel	Materials	2%	+12.0%	Domestic steel beneficiary of 25% tariffs. Infrastructure spending tailwind. 1.5% yield.	HOLD
CONSUMER STAPLES — 8% Allocation (3 Positions)
CAG	Conagra Brands Packaged Foods	Staples	3%	+7.0%	Strong Q1, organic sales growth. Frozen meals outperforming. Defensive with pricing power.	HOLD
MKC	McCormick & Co Spices & Seasonings	Staples	2%	+5.5%	Global food power. Unilever deal creates combined $65B entity. Pricing power in inflationary environment.	HOLD
PEP	PepsiCo Beverages & Snacks	Staples	3%	-2.5%	53-year dividend streak. 3.65% yield. Defensive income. Buy on weakness — quality compounder.	BUY
PHARMA & HEALTHCARE — 8% Allocation (3 Positions)
LLY	Eli Lilly Weight-Loss / GLP-1	Pharma	3%	+8.5%	Weight-loss pill opens $70B+ market. FDA-approved orforglipron. $21B projected sales by 2030.	HOLD
PFE	Pfizer Pharma / Pipeline Recovery	Pharma	2%	+8.5%	Pipeline recovery in progress. 6.35% yield. Deepest value in pharma. Massive income for cost basis.	BUY
ABBV	AbbVie Immunology / Oncology	Pharma	3%	-5.8%	Humira successors (Skyrizi, Rinvoq) growing 40%+. 3.55% yield. Buy the dip on patent cliff fears.	BUY
INFRASTRUCTURE & UTILITIES — 8% Allocation (3 Positions)
GEV	GE Vernova Power Generation	Infrastructure	3%	+24.6%	Data center power demand surging. +24.6% YTD. Gas turbine orders at all-time high. Grid modernization play.	HOLD
NEE	NextEra Energy Renewables / Utility	Utilities	2%	-5.2%	Largest utility by market cap. AI data center power contracts. 2.85% yield. Defensive anchor.	HOLD
CAT	Caterpillar Heavy Equipment	Industrials	3%	+22.4%	Infrastructure spending boom. +22.4% YTD. Construction + mining equipment demand. 1.55% yield.	HOLD
FINANCIALS — 7% Allocation (3 Positions)
BRK.B	Berkshire Hathaway Conglomerate	Financials	3%	+18.5%	Buffett-led. +18.5% YTD. Massive cash pile ($325B+). Ultimate defensive conglomerate. No yield but unmatched capital allocation.	HOLD
JPM	JPMorgan Chase Banking Giant	Financials	2%	-5.2%	Strongest bank balance sheet. 1.85% yield. NII benefits from rates staying higher. Buy on pullback.	HOLD
CME	CME Group Exchange / Volatility	Financials	2%	+5.8%	Volatility beneficiary. VIX at 21.65 (Fear). 4.25% yield. More volatility = more revenue. Perfect hedge.	BUY
TECHNOLOGY (SELECTIVE) — 5% Allocation (2 Positions)
INTC	Intel Semiconductors / Foundry	Tech	3%	+5.0%	$14.2B Apollo chip plant deal. Domestic semiconductor onshoring. Deep value play on U.S. fab renaissance.	HOLD
GOOGL	Alphabet Cloud / Search / AI	Tech	2%	-8.5%	Best value in Mag 7. P/E 22.5 (cheapest). Cloud + search moat. 0.5% yield. Opportunistic buy on weakness.	BUY
CASH & SHORT-TERM — 10% Reserve
CASH	Money Market / T-Bills 4.5%+ Yield	Cash	10%	+1.1%	Dry powder for opportunities. 4.5% risk-free yield. Deploy on any 5%+ S&P pullback into quality names.	HOLD

☪ Eid Mubarak — Halal Portfolio

Sharia-Compliant Investing — No Compromise on Performance

Every position in the CW Halal Portfolio is screened against Islamic finance guidelines. We exclude impermissible revenue sources and excessive debt, then build around the massive compliant opportunity set in energy, defense, infrastructure, and real assets. In a war-time economy, the best-performing sectors are naturally halal-compliant — oil, defense, agriculture, minerals, and infrastructure all pass Sharia screening.

❌

Excluded Industries

REMOVED FROM PORTFOLIO

Alcohol & tobacco, gambling & adult entertainment, conventional banking & insurance (interest-based / riba), pork-related products. No JPM, BRK.B, CME, or any interest-revenue companies.

✅

Included Sectors

HALAL COMPLIANT

Oil & gas, AI & technology, infrastructure, defense, healthcare, real assets & commodities, fertilizers & agriculture, Sharia-screened equities with <33% debt-to-assets.

📈

Debt Screen

MAX 33% DEBT-TO-ASSETS

All holdings must maintain total debt below 33% of total assets per AAOIFI standards. High-leverage companies automatically excluded regardless of sector.

💰

Revenue Screen

MAX 5% IMPERMISSIBLE REVENUE

Companies with more than 5% revenue from non-compliant activities are excluded. Purification calculation provided for borderline holdings.

🔒 Premium Halal Portfolio

Full 25-position Sharia-compliant portfolio with allocations, yield data, and screening notes.

CW HALAL MODEL PORTFOLIO · 25 POSITIONS · APRIL 2026

#	Ticker	Company	Sector	Weight	YTD	Yield	Halal Status
⛽ HALAL ENERGY — 28% Allocation
1	TPL	Texas Pacific Land	Oil Royalty	5%	+86.8%	0.55%	✅ Halal
2	XOM	ExxonMobil	Integrated	5%	+30.3%	2.60%	✅ Halal
3	CVX	Chevron	Integrated	4%	+29.7%	3.50%	✅ Halal
4	COP	ConocoPhillips	E&P	4%	+31.0%	2.80%	✅ Halal
5	OXY	Occidental Petroleum	E&P	3%	+41.0%	1.80%	✅ Halal
6	LNG	Cheniere Energy	LNG Export	4%	+12.8%	0.85%	✅ Halal
7	WMB	Williams Companies	Midstream	3%	+22.2%	2.60%	✅ Halal
✈ HALAL DEFENSE — 18% Allocation
8	LMT	Lockheed Martin	Defense Prime	4%	+33.6%	2.55%	✅ Halal
9	RTX	RTX Corp (Raytheon)	Missiles	3%	+12.5%	2.05%	✅ Halal
10	AVAV	AeroVironment	Drones/UAS	3%	+60.0%	—	✅ Halal
11	ESLT	Elbit Systems	Israeli Defense	3%	+51.0%	1.20%	✅ Halal
12	NOC	Northrop Grumman	Stealth/Drone	3%	+29.0%	1.55%	✅ Halal
13	GD	General Dynamics	Submarines	2%	+2.5%	2.05%	✅ Halal
🌾 HALAL AGRICULTURE & FERTILIZERS — 10% Allocation
14	NTR	Nutrien Ltd	Fertilizer	4%	+8.5%	4.20%	✅ Halal
15	CF	CF Industries	Ammonia	3%	+13.0%	2.10%	✅ Halal
16	DE	Deere & Company	Farm Equip	3%	+23.8%	1.35%	✅ Halal
🥇 HALAL MINERALS & GOLD — 14% Allocation
17	NEM	Newmont Corp	Gold Mining	4%	+22.5%	2.05%	✅ Halal
18	MP	MP Materials	Rare Earth	3%	+25.5%	—	✅ Halal
19	FCX	Freeport-McMoRan	Copper/Gold	3%	+5.2%	1.55%	✅ Halal
20	LEU	Centrus Energy	Uranium	2%	+15.8%	—	✅ Halal
21	NUE	Nucor Corp	Steel	2%	+12.0%	1.50%	✅ Halal
💻 HALAL TECH & INFRASTRUCTURE — 15% Allocation
22	GOOGL	Alphabet	Cloud/AI	3%	-8.5%	0.50%	✅ Halal
23	GEV	GE Vernova	Power Gen	4%	+24.6%	0.25%	✅ Halal
24	CAT	Caterpillar	Equipment	4%	+22.4%	1.55%	✅ Halal
25	INTC	Intel Corp	Semiconductors	4%	+5.0%	1.30%	✅ Halal
💪 CASH RESERVE — 15%
—	CASH	Sukuk / Islamic Money Market	Cash	15%	+1.1%	~4.0%	✅ Halal

Why This Works: The CW Halal Portfolio removes JPM, BRK.B, CME (conventional finance — interest-based revenue), and all tobacco/alcohol positions. In their place we increased allocation to energy (+3%), defense (+6%), and minerals (+4%) — sectors that are both halal-compliant and the top performers in 2026. Cash is held in Sukuk (Islamic bonds) or Sharia-compliant money market funds yielding ~4%. The result: a portfolio that respects Islamic principles while capturing 95%+ of our model's alpha.

Screening methodology: AAOIFI Sharia Standards No. 21 (Financial Papers), Dow Jones Islamic Market Index methodology, MSCI Islamic Index criteria. Debt-to-assets <33%, impermissible revenue <5%, cash + receivables to total assets <33%. Purification amounts calculated quarterly. Consult your Sharia advisor for individual rulings.

50 Best Stocks to Own & Why

WSJ-Researched · CW-Validated · April 2026

Our top 50 picks now have their own dedicated report with forward projections and 12-month price targets.

View Full 50 Best Stocks Report →

Market Scenario Probabilities

BULL CASE — 15% PROBABILITY

S&P 6,200+

Trade deals, rate cuts, AI earnings beat. Tech leads. Oil stays above $70. Our portfolio still wins via energy + defense.

BASE CASE — 55% PROBABILITY

S&P 5,400–5,800

Sideways chop. Sector rotation continues. Energy, defense, minerals, and fertilizers outperform. Our core thesis plays out.

BEAR CASE — 30% PROBABILITY

S&P below 5,200

Recession fears, tariff escalation. Energy/defense/gold still hold value. Cash reserve (10%) deployed on dips. Dividends provide income floor.

Recommended Portfolio Actions

✔

HOLD — All Oil & Energy
Core positions performing. Keep 25% allocation. XOM, CVX, COP, OXY all +29–41% YTD.

✔

HOLD — All Defense
Structural NATO demand. LMT, NOC, LHX leading. No reason to trim winners.

★

NEW — Add LNG Exposure
Cheniere (LNG) and Energy Transfer (ET). Nat gas +28% YTD. U.S. LNG exports are a structural multi-year play.

★

NEW — Add Fertilizer Positions
Nutrien (NTR) and CF Industries (CF). Food security thesis. Russian potash sanctions creating supply gap. WSJ reporting supports this thesis across multiple articles.

★

NEW — Add Drones, Cyber & Semis
AVAV (+60% YTD, Switchblade/Puma drone systems) leads the $163B drone market. Adding beaten-down cybersecurity (CRWD, PANW, FTNT, ZS) and semiconductors (INTC, AMD) — buying quality at a discount while others are fearful.

★

ADD — Gold Miners on Dips
NEM, GOLD, MP Materials. Gold heading to $3,500+. Central bank buying not slowing down.

⚠

WATCH — AI Names Without Earnings
TSLA at 195x P/E. MSFT -18%. Monitor but don't add until valuations normalize. Selective only: GOOGL at 22.5 P/E is the exception.

Research Sources & Citations

[1]
Wall Street Journal, April 1, 2026 — Q1 Sector Performance Review, Energy/Defense coverage, Strait of Hormuz analysis · WSJ Print Edition
[2]
Wall Street Journal, April 2, 2026 — LNG Export Market, Fertilizer Supply Disruptions, Fed Policy Analysis · WSJ Print Edition
[3]
Wall Street Journal, April 3, 2026 — Tech Sector Rotation, Gold Market, Tariff Impact on Materials · WSJ Print Edition
[4]
CW Intelligence Report, March 29, 2026 — Full 52-position portfolio, sector YTD data, performance benchmarks, top 20 performers · capitalwealthlgs.com/intelligence-march28
[5]
AeroVironment 10-K & Press Release — Switchblade loitering munitions, Puma & Raven UAS, $163B global drone market projection · SEC Filing / avinc.com
[6]
Elbit Systems Q4 2025 Earnings — $28.1B backlog, Iron Dome production expansion, NATO integration contracts · elbitsystems.com
[7]
Nutrien Ltd Analyst Report — Upgraded to Buy, potash supply disruption thesis, fertilizer pricing power · Bloomberg / Reuters
[8]
CF Industries Q4 2025 — World's largest ammonia producer, +13% March, clean ammonia pivot · cfindustries.com
[9]
Cheniere Energy Investor Presentation — LNG export capacity, long-term contracted revenue, Sabine Pass expansion · cheniere.com
[10]
FactSet, Yahoo Finance, Bloomberg — All stock prices, P/E ratios, yield data, and YTD returns verified as of 3/29/26 · Multiple sources
[11]
World Gold Council — Central bank gold purchases, $3,085 spot price, +15.2% YTD performance · gold.org
[12]
NATO Defense Spending Reports — EU €800B defense commitment, member spending targets, procurement pipeline · nato.int
[13]
WSJ April 1, 2026 — Russian oil tanker fleet, Cuba sanctions pressure, jet fuel price surge, UAE pushes Strait opening · WSJ Print
[14]
WSJ April 2, 2026 — Lilly weight-loss pill approval, Intel $14.2B Apollo deal, Anthropic AI growth, Strait removes 500M barrels, Franklin Templeton crypto · WSJ Print
[15]
WSJ April 3, 2026 — Tesla Q1 +6.3% sales, 100% drug import tariffs, steel tariff compliance changes, mortgage rates at 6.46%, private credit flight · WSJ Print
[16]
AAOIFI Sharia Standards No. 21 — Halal screening methodology, debt-to-asset ratios, revenue screening for Sharia compliance · aaoifi.com
[17]
Dow Jones Islamic Market Index & MSCI Islamic Index — Sharia-compliant equity screening criteria and methodology · djindexes.com / msci.com
[18]
USDA Fertilizer Supply Report — Global potash supply disruption, nitrogen pricing, phosphate demand projections · usda.gov

Advisor's Note

From Sean Anees Saifi — Your Financial Advisor

Q1 validated our thesis. While the S&P fell 2.1% and the Magnificent 7 averaged -8%, our CW Aggressive Growth portfolio delivered +13.4%. That's +15.5% alpha. This isn't luck — it's disciplined positioning in what the world actually needs.

For Q2, we're expanding into four key areas: LNG (natural gas up 28%, U.S. becoming the world's largest exporter), fertilizers (Russian sanctions creating a supply crisis that benefits NTR and CF), drones & defense (AVAV up 60% — Switchblade & Puma systems seeing record demand in a $163B market), and beaten-down cyber & semis (INTC, AMD, CRWD, PANW, FTNT — buying quality at a discount).

For our CalSTRS and CalPERS clients: your pension is your foundation. This portfolio complements that guaranteed income with growth and inflation protection. The 10% cash reserve gives us dry powder to deploy on any pullback. The 3.7% average yield across our dividend positions generates real income in uncertain markets.

Let's connect for your Q1 review. Even 15 minutes on the phone helps us stay aligned. We're shifting: more defensive, more commodities, more real assets.

— Sean Anees Saifi, Financial Advisor
Capital Wealth |
saifi@capitalwealthlg.com

Q1 2026 Portfolio Review& Q2 Model Allocation

CW Portfolio Performance vs. Benchmark

Q1 Market Snapshot

Sector Performance YTD

Top 10 CW Performers YTD

Key Investment Themes for Q2 2026

Energy Dominance Validated

LNG: The New Energy Frontier

Defense: Structural NATO Demand

Fertilizers: Food Security Trade

Gold Running Hot — Miners Win

AI/Tech: Underweight Paying Off

CW Model Sector Allocation

Aggressive Growth Allocation

Dividend & Income Allocation

CW Model Stock Portfolio — 35 Positions

Q2 Strategy Update

☪ Eid Mubarak — Halal Portfolio

Eid Mubarak

Sharia-Compliant Investing — No Compromise on Performance

Excluded Industries

Included Sectors

Debt Screen

Revenue Screen

🔒 Premium Halal Portfolio

50 Best Stocks to Own & Why

WSJ-Researched · CW-Validated · April 2026

Market Scenario Probabilities

Recommended Portfolio Actions

Research Sources & Citations

Advisor's Note

From Sean Anees Saifi — Your Financial Advisor

Q1 2026 Portfolio Review
& Q2 Model Allocation