Apr Performance Summary & Update:
Apr’26 ended with profit of +14.50%
S&P 500 rose 10.4% in April, marking its best monthly gain since year 2020. Despite the continued blockade of the Strait of Hormuz and the deadlock in negotiations to end the war, the index has accelerated its climb, nearing... Afficher plus Traduction
Mar Performance Summary & Update:
Mar’26 ended with profit of +2.85%
Stocks declined as the outbreak of war weighed heavily on equity markets, with the S&P 500 falling more than 5% in March. Soaring oil prices raised concerns about high inflation, while a prolonged oil shortage could drag the... Afficher plus Traduction
Feb Performance Summary & Update:
Feb’26 ended with profit of +1.95%
The S&P 500 declined nearly 1% in February amid a volatile month. Although inflation data came in encouraging, gains were offset by technology sector sell-off as investors grew concerned about elevated AI-related capital expenditures... Afficher plus Traduction
Jan Performance Summary & Update:
Jan’26 ended with profit of +6.05%
S&P 500 closed the month higher by nearly 1.4% amid heightened volatility influenced by a series of positive and negative developments, from inflation data, Greenland tariff threat, corporate earnings to Fed interest rate... Afficher plus Traduction
Dec Performance Summary & Update:
Dec’25 ended with profit of +0.37%; bringing the year gain to 20.05%, outperforming the benchmark. In comparison, S&P500 close nearly flat in December and recorded a 16.4% gain for the year 2025.
While our largest holding, TLT $TLT (iShares 20+ Year Treasury... Afficher plus Traduction
Nov Performance Summary & Update
Nov’25 ended with losses of -1.63%
For the month, the S&P 500 posted marginal gain while the Nasdaq, down 1.5% over the tech sell off particular the AI related stocks due to heightened market concerns about overvaluation and potential bubble in the sector. Of... Afficher plus Traduction
Oct Performance Summary & Update:
Oct’25 ended with profit of +3.1%
S&P500 post gain of 2.3% in Oct, a new all-time high driven by cooling inflation, China trade deal and strong corporate earnings. Following the release of inflation data, the Federal Reserve cut interest rates again by 0.25%... Afficher plus Traduction
Sept Performance Summary & Update:
Sept’25 ended with profit of +6.04 %
Stocks surged to record highs in September, with the S&P 500 ending the month up nearly 3.5%. Inflation rose to 2.9%, but was in line with expectations, and the Federal Reserve's first interest rate cut of the year... Afficher plus Traduction
Aug Performance Summary & Update:
Aug’25 ended with losses of -0.08%
Our August performance end nearly flat while benchmark rise nearly 2%. Although July CPI came in better than expected, Treasury yields stayed elevated and the Fed's path to rate cuts remains unclear. The good news is that... Afficher plus Traduction
July Performance Summary & Update:
July’25 ended with losses of -0.29%
The S&P 500 rose 2.2% in July, driven by easing trade tensions and ongoing negotiations. However, the impact of tariffs is began to surface, with CPI accelerating to 2.7% in June, up from 2.4% in May. The combination of... Afficher plus Traduction
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Thu May 21 2026 09:48:12 GMT+0000 (Coordinated Universal Time)