They Bought Tech, We Chose Gold—and Won
Discipline—not hype—put us 33% ahead of the index.
Real trading isn’t about calling tops and bottoms. It’s about sticking to a process. At Against All Odds Research, our edge isn’t prediction—it’s discipline.
That discipline paid off—AAO is outperforming the S & P 500 by 33%.
While the crowd chased tech and headlines, we stayed focused on signals. Gold, gold miners, and junior miners ($GDXJ) didn’t scream for attention. But they steadily led our portfolio. As of now, gold is up 28.91%, GDX up 47.43%, and GDXJ up 48.13% on the year.
Gold miners just broke out of a multi-year base—and it looks like the real move is only beginning.
These weren’t popular trades. They were disciplined ones.
Most traders load up on what's in the news but gold and its miners have outperformed quietly—just like they often do during periods of uncertainty, monetary distortion, or shifting global flows. That's why we don’t build portfolios around narratives, we build them around price, structure, and relative strength.
And here’s the key: these gains didn’t come from putting everything into one theme. They came from diversification, guided by rules. While assets like small caps, heating oil, and regional banks were stopped out for modest losses, our exposure to precious metals kept the overall portfolio in strong shape.
That’s the safety net that only disciplined diversification provides.
Discipline is about more than just cutting losers. It’s about holding winners when others doubt them. It’s about showing up when your process tells you to—even if the trade isn’t popular.
And it’s about knowing that sometimes, the best trades are the ones nobody’s talking about.
In a year where many traders are still trying to figure out what’s working, gold already told you. It’s not just a safe haven. It’s a performance engine—if you're disciplined enough to follow it.
We don’t chase markets; we follow signals, and that’s why we’re still standing while gold keeps shining.