Markets were restless today — a messy mix of political noise, oil jitters, and a surprisingly strong GDP reading that still couldn't lift most stocks out of the red.

The dip-buyers had a good day relative to the field. The evolving version of that strategy and its peer-aware sibling both sit well above where they started, and today each locked in a solid win on Moderna before it moved away from their targets. The cautious, frozen dip-buyer also grabbed a nice gain on a storage company but got caught on the wrong side of a few defense names — not a great sector to be holding with Middle East tensions swirling. The strategy that bets against the market using volatility instruments, the Inverse Rotator, continues to struggle badly; it's down more than 22% overall and quietly closed another losing position today. On the other end, Faber — a patient, globally diversified approach — remains one of the few quietly in the green.

All told, the portfolio is down about 1.7% from where it began, and today didn't do much to change that picture either way.