| 14/07/2026 | -2.20 | Flagged Global Equity Portfolio for review — risk score crossed into the high-risk band. |
| 13/07/2026 | -2.60 | Trimmed Apple Inc. and ASML Holding to reduce Technology concentration in Global Equity Portfolio. |
| 12/07/2026 | -2.90 | Added a USD/CHF hedge to Global Equity Portfolio ahead of Fed Chair Testimony. |
| 10/07/2026 | -1.80 | Sold Samsung Electronics; reallocated proceeds to Cash & Equivalents. |
| 08/07/2026 | -0.30 | We have to keep an eye on U.S.-China tech tensions — potential further downside for Technology holdings. |
| 05/07/2026 | +0.35 | Reviewed Global Equity Portfolio ahead of US CPI Release; no action taken. |
| 01/07/2026 | +0.95 | Bought additional Nestlé SA shares in Global Equity Portfolio on the valuation dip. |
| 27/06/2026 | +0.60 | Increased Gold (XAU/USD) allocation in Commodities Portfolio as a defensive hedge. |
| 23/06/2026 | +1.10 | Rebalanced Income & Bonds Portfolio — added German Bund 10Y, trimmed Italian BTP 10Y. |
| 19/06/2026 | +0.80 | Watching the OPEC+ Production Meeting outcome for Commodities Portfolio energy exposure. |
| 16/06/2026 | +0.50 | Bought WTI Crude Oil in Commodities Portfolio on supply-risk headlines. |