Current Analysis

Date of publication: May 4, 2026

KEY TAKEAWAYS

🔷 Current Position: Defender remains in Regime 3 (healthy bull market conditions). The tactical buy program is complete, and the portfolio has returned to its baseline fully invested position.
🔷 Market Action
: The recent drawdown and recovery unfolded within the bounds of normal bull market behavior. Defender’s resulting 222-basis-point YTD advantage over the S&P 500 (7.84% vs....

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