Systematic Investing with QuantMage

Portfolio Update 05/15/2026 - AI 🤖 vs. War 💥

Is the market downplaying war and inflation risks, or rightly rewarding AI tailwinds and earnings strength?

May 15 • Jaewon Jung

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April 2026

Portfolio Update 04/15/2026 - Ceasefire Bounce 📈

Could this be the start of something more lasting?

Apr 15 • Jaewon Jung

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Growth and Inflation Sector Timing

David Varadi’s Growth/Inflation Quadrant Sector Rotation Strategy

Apr 14 • Jaewon Jung

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March 2026

Portfolio Update 03/15/2026 - Middle East Oil Shock 🛢️

It’s been a rough stretch — for my portfolio and, frankly, for the world.

Mar 15 • Jaewon Jung

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February 2026

Portfolio Update 02/15/2026 - Market Rotation 🔄

Baffling Market Divergences

Feb 17

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In Hindsight 02/05/2026

It’s been a while since the first installment of this series, so let’s dive back in and see how some of the more recent spells I’ve shared have actually…

Feb 6 • Jaewon Jung

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January 2026

When Harry Met Rally…

Harry Browne’s Classic Portfolio, Reimagined with Momentum

Jan 30 • Jaewon Jung

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Portfolio Update 01/15/2026 - Market Resilient 🔺

Even as Tensions Mount 💥

Jan 15 • Jaewon Jung

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All That Glitters

Tactical Strategies for Gold

Jan 9 • Jaewon Jung

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2025 Recap

Strategic Mediocrity or Underperformance?

Jan 4 • Jaewon Jung

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December 2025

Portfolio Update 12/15/2025

Will Santa Rally come to town?

Dec 16, 2025 • Jaewon Jung

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November 2025

Portfolio Update 11/15/2025 - Turbulence ⛈️

When All-Time Highs Meet Extreme Fear

Nov 15, 2025 • Jaewon Jung

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