Hey Kakis,

I’ve been getting this question a lot lately - “James, markets are flying, what are you doing with your cash?”

Honestly? I think this bull market is running a little too hot for comfort.

With valuations stretched and interest rates expected to come down, it feels like the perfect time to rethink positioning - not by chasing what’s hot, but by balancing growth with income.

So instead of going “all in” on momentum, I’m launching something more strategic and sustainable: my $200,000 Barbell Model Portfolio - a dual-engine approach that captures long-term growth and consistent dividends.