9/7/25 - Beechhurst Capital Advisors LLC Asset Allocation Model Update

For the week ending on Friday, September 5, 2025, we have no changes to the portfolio. The current allocations to our model portfolio is as follows:

• US Stocks (VTI) - 60%

• Gold (IAU) - 15%

• Foreign Real Estate - 10%

• Foreign Stocks (10%)

• Cash - 5%

The global macro environment continues to favor our current ETF allocation strategy. With the Federal Reserve widely expected to cut rates this month, and according to the Financial Times, up to 6 times moving into 2026, equity and REIT positions—particularly VTI and VNQI—are seeing renewed support. Gold (IAU) remains a standout performer, benefiting from sticky inflation and geopolitical uncertainty, validating its increased weighting in the portfolio. A cooling labor market and seasonal volatility have prompted a tactical rise in cash holdings, adding defensive flexibility. Meanwhile, a weakening U.S. dollar is boosting returns on international exposures like VXUS and VNQI. Commodity demand remains firm, especially for gold, while the rise of active ETFs presents future opportunities for tactical overlays. Overall, the portfolio is well-positioned to capture current macro tailwinds while remaining agile in a shifting environment.

That’s all for now. Continue to follow us here and on X (@beechhurstcap) for portfolio updates and other interesting ideas. Enjoy the rest of your weekend!