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<p>Why are we increasing our defensive allocation while markets continue to rally?

Oakleigh prioritised capital preservation over chasing the current enthusiasm for AI and semiconductor stocks. This cautious approach weighed on the Oakleigh 18.6 Strategic Investment Portfolio's quarterly results, but the portfolio remains up over 30% for the trailing 12 months.

In our Q2 2026 Update, Akhil Patel (@AkhilGPatel) and Tim Moffatt (@TimMoffOak) explain our positioning and what we're watching next.

Watch the full video here: https://t.co/49nlrPnvWK 

#Investing #Markets #RealEstateandBankingCycle</p>

Why are we increasing our defensive allocation while markets continue to rally?
Oakleigh prioritised capital preservation over chasing the current enthusiasm for AI and semiconductor stocks. This cautious approach weighed on the Oakleigh 18.6 Strategic Investment Portfolio's quarterly results, but the portfolio remains up over 30% for the trailing 12 months.
In our Q2 2026 Update, Akhil Patel (@AkhilGPatel) and Tim Moffatt (@TimMoffOak) explain our positioning and what we're watching next.
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Why are we increasing our defensive allocation while markets continue to rally? Oakleigh prioritised capital preservation over chasing the current enthusiasm for AI and semiconductor stocks. This cautious approach weighed on the Oakleigh 18.6 Strategic Investment Portfolio's quarterly results, but the portfolio remains up over 30% for the trailing 12 months. In our Q2 2026 Update, Akhil Patel (@AkhilGPatel) and Tim Moffatt (@TimMoffOak) explain our positioning and what we're watching next. Watch the full video here: https://t.co/49nlrPnvWK #Investing #Markets #RealEstateandBankingCycle

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