Dynamic Moderately Aggressive Taxable Strategy (Q2 2025): Tax-Aware Growth, Global Allocation, and Risk Management

Dynamic Moderately Aggressive Taxable Strategy Overview (Q2 2025)

By the Wealth Advisors at Paramount Associates Wealth Management of Greenwood Village, Colorado

This Q2 2025 overview outlines the Dynamic Moderately Aggressive Taxable Strategy as managed by Paramount Associates Wealth Management of Greenwood Village, Colorado. The strategy is designed for investors seeking a globally diversified, moderately aggressive asset allocation within a taxable investment structure, balancing long-term growth objectives with disciplined risk management and tax awareness.

As a registered investment advisor serving Greenwood Village and the broader South Metro Denver area, Paramount Associates Wealth Management applies an evidence-based investment process focused on portfolio management, financial planning, and long-term wealth strategy.

Strategy Objective and Investment Framework

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

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

Market Environment and Q2 2025 Commentary

During the second quarter of 2025, global markets reacted to the introduction of new tariffs, initially creating uncertainty and short-term volatility. As investors absorbed the evolving trade dynamics, markets rebounded quickly. International equities outperformed U.S. markets during the period, supported in part by a weakening U.S. dollar.

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

Asset Allocation and Portfolio Composition

As of June 30, 2025, the Dynamic Moderately Aggressive Taxable Strategy maintained a diversified allocation across asset classes. U.S. equities represented approximately 44% of the portfolio, while non-U.S. equities accounted for roughly 26%. Fixed income exposure remained modest, cash holdings were limited, and alternative investments comprised approximately 27% of total assets.

This allocation reflects a tax-aware, growth-oriented structure designed to participate meaningfully in global equity markets while maintaining diversification across asset classes—an important consideration for taxable investors working with a Greenwood Village wealth management firm.

Sector Allocation and Equity Exposure

Sector exposure within the strategy was broadly diversified, with technology representing the largest allocation, reflecting its continued role in innovation, productivity, and earnings growth. Financial services, industrials, and healthcare also represented meaningful portions of the portfolio, complemented by exposure to communication services, consumer sectors, utilities, and basic materials.

This balanced sector mix is intended to manage volatility while supporting participation across multiple areas of the global economy.

Regional Diversification and Global Reach

From a geographic perspective, the strategy maintained significant exposure to the United States, representing just over 60% of assets. International exposure included developed and emerging markets across Europe, the United Kingdom, Asia, Latin America, and select emerging regions.

For clients of Paramount Associates Wealth Management in Greenwood Village, Centennial, Castle Pines, and the broader South Metro Denver area, this global diversification supports long-term portfolio resilience while reducing concentration risk tied to any single economy or region.

Performance and Risk Metrics

Since inception, the Dynamic Moderately Aggressive Taxable Strategy has delivered competitive long-term performance relative to its custom blended benchmark. Performance results emphasize consistency rather than short-term market timing.

Risk metrics such as Sharpe Ratio, Sortino Ratio, beta, and maximum drawdown indicate a portfolio designed to balance return potential with downside management. Up-market and down-market capture characteristics further demonstrate the strategy’s ability to participate in rising markets while moderating volatility during market declines.

Long-Term Tax-Aware Portfolio Perspective from Greenwood Village Wealth Advisors

For investors working with Paramount Associates Wealth Management of Greenwood Village, the Dynamic Moderately Aggressive Taxable Strategy represents a disciplined approach to global investing that integrates asset allocation, risk management, and tax considerations. Rather than reacting to short-term market movements, the strategy emphasizes adaptability, diversification, 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.