Dynamic Aggressive Strategy Q2 2025: Global Equity Exposure, Risk Metrics, and Long-Term Growth Strategy

Dynamic Aggressive Strategy Overview (Q2 2025)

By the Wealth Advisors at Paramount Associates Wealth Management

This Q2 2025 overview details the Dynamic Aggressive Strategy as managed by Paramount Associates Wealth Management of Greenwood Village, Colorado. The strategy is designed for investors seeking a globally diversified, aggressive asset allocation with a primary focus on long-term capital appreciation through global equity exposure, complemented by fixed income and alternative investments.

As a registered investment advisor serving Greenwood Village and the South Metro Denver region, Paramount Associates Wealth Management applies an evidence-based investment process grounded in economic modeling, global rankings, and momentum analysis to support disciplined portfolio management and long-term financial planning.

Strategy Objective and Investment Methodology

The Dynamic Aggressive Strategy seeks to provide global equity and bond exposure in accordance with Paramount Associates’ economic model and Investment Policy Statement guidelines. The strategy maintains flexibility across equities, fixed income, cash, and alternative investments, as well as across growth and value styles, market capitalizations, and geographic regions.

Investment vehicles within the strategy may include individual stocks, exchange-traded funds, open-end mutual funds, interval funds, and private investment strategies. As with all aggressive investment strategies, asset values may fluctuate significantly, and periods of underperformance relative to benchmarks may occur.

Market Environment and Q2 2025 Commentary

During the second quarter of 2025, global markets were initially surprised by the introduction of new tariffs, which temporarily disrupted investor sentiment. After markets adjusted to the changing trade dynamics, prices rebounded quickly. International markets outperformed U.S. equities during the quarter, a trend supported by a weakening U.S. dollar.

Performance strength extended beyond public equities. Private investments, particularly infrastructure-focused allocations, contributed positively to portfolio results. As the quarter progressed, investor attention shifted toward corporate earnings trends and Federal Reserve policy updates as the primary drivers of market direction.

Asset Allocation and Portfolio Composition

As of June 30, 2025, the Dynamic Aggressive Strategy maintained a growth-oriented asset allocation. U.S. equities represented approximately 45.65% of the portfolio, while non-U.S. equities accounted for roughly 27.60%. Fixed income exposure stood near 5.18%, cash holdings were minimal at approximately 0.03%, and alternative investments comprised approximately 21.54% of total assets.

This allocation reflects an aggressive growth posture designed to capture global equity market upside while maintaining diversification across asset classes—an important consideration for investors working with a Greenwood Village wealth management firm.

Sector Allocation and Equity Exposure

Sector diversification within the strategy emphasizes technology as the largest allocation, representing approximately 30.51% of equity exposure. Financial services and industrials also represented significant portions of the portfolio, reflecting their roles in economic expansion and capital investment cycles. Healthcare, communication services, consumer sectors, and utilities provided additional diversification across defensive and cyclical industries.

This broad sector exposure is intended to support long-term growth while managing concentration risk across global markets.

Regional Diversification and Global Reach

From a geographic standpoint, the strategy maintained substantial exposure to the United States at approximately 62.89%, complemented by meaningful allocations to developed and emerging international markets. Regional exposure included Europe, the United Kingdom, Latin America, Asia, Japan, and select emerging regions, providing global diversification beyond domestic markets.

For clients of Paramount Associates Wealth Management in Greenwood Village, Centennial, Castle Pines, and surrounding South Metro Denver communities, this global positioning supports long-term portfolio resilience while reducing reliance on any single economy or region.

Performance and Risk Metrics

Since inception, the Dynamic Aggressive Strategy has delivered competitive long-term performance relative to its custom blended benchmark, composed of 85% MSCI World All Cap Index and 15% Bloomberg Global Aggregate Bond Index. Performance results are presented both gross and net of fees and emphasize long-term consistency rather than short-term market timing.

Risk metrics—including a Sharpe Ratio of 1.18, Sortino Ratio of 2.23, beta of 0.73, and maximum drawdown of approximately -6.16%—highlight the strategy’s focus on risk-adjusted returns. Up-market and down-market capture ratios further demonstrate the portfolio’s ability to participate in rising markets while moderating downside exposure during periods of volatility.

Long-Term Growth Perspective from Greenwood Village Wealth Advisors

For investors working with Paramount Associates Wealth Management of Greenwood Village, the Dynamic Aggressive Strategy represents a disciplined approach to global investing focused on long-term growth potential. Rather than reacting to short-term market events, the strategy emphasizes diversification, adaptability, and alignment with long-term financial planning goals.

As a Greenwood Village-based investment advisory firm serving South Metro Denver and surrounding Colorado communities, Paramount Associates Wealth Management remains focused on helping clients navigate complex global markets with clarity, structure, and an evidence-based investment process.