This year marked the most active start of the year in terms of tactical portfolio adjustments at Inside Edge Capital, with three separate reallocations. The company has re-deployed index hedges and reduced its holdings in key sectors, including technology, materials, financials, and technology. The more conservative Strategic Income & Growth (SIG) portfolio, which holds only dividend paying equities, reduced holdings in the more aggressive Tactical Alpha Growth (TAG), reduced its exposure to growth stocks and reduced exposure to emerging markets by 2%. The more aggressive portfolio also reduced its gold stocks by 2%, while increasing its exposure by 3%, reducing materials, consumer discretionary, health care and financials. The move comes as the Nasdaq-100 is on the rise under the weight of geopolitical uncertainty and the effects of interest rates and Fed policy. The price of gold is also being driven by the level of real interest rates. The strength in the dollar, which acts as a safe haven currency during times of global conflict or financial stress, has also contributed to this shift in gold. As the dollar rallies increases, the cost of global debt increases, which has led to higher interest rates, has caused higher borrowing in emerging markets. The cost of the dollar has increased relative flow to U.S.