𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝘼𝙪𝙜𝙪𝙨𝙩
Portfolio Performance: around +4.0% for the month. Some big moves today so its kind of unpredictable where we will end up.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
August was another strong month for equities, with the S&P 500 reaching... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: May
Portfolio Performance: +2.77% for the month as the market keeps grinding higher.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
While geopolitical tensions remain elevated, investors have largely moved from reacting to headlines toward focusing on earnings,... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝘼𝙥𝙧𝙞𝙡
Portfolio Performance: +5% (current) for the month as the market finds its footing.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
April brought a much-needed reprieve from the chaos of March. While the geopolitical situation remains tense, the market... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝙈𝙖𝙧𝙘𝙝
Portfolio Performance: -2.83% (current) for the month, outperforming during a broadly negative period where the $NSDQ100 fell -6.48% (current) and the $SPX500 declined -6.34% (current).
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
March proved to... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝙁𝙚𝙗𝙧𝙪𝙖𝙧𝙮
Portfolio Performance: Down -4.10% in a month where the $NSDQ100 fell -2.58% and the $SPX500 declined -1.14%.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
February was a brutal month for tech-heavy portfolios. The market started optimistically... Vis flere Oversett
Mag 7 earnings season is kicking off this week, and it’s looking interesting. 5 out of 7 of these companies underperformed the $SPX500 last year and if you took out Google’s 65% run, the group’s average return would’ve been even lower. Fast forward to 2026, and the story is similar: 4 are down year... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙖𝙣𝙙 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚: 𝘿𝙚𝙘𝙚𝙢𝙗𝙚𝙧
Portfolio Performance: Up 1.19% for the month, outperforming the $NSDQ100, which was up 0.11%, and the $SPX500, which rose 0.69%.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
This was a whippy month for the markets. We started the month... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙖𝙣𝙙 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚
Portfolio performance: Down -0.4% for the month, compared to the Nasdaq down -1.6% ($NSDQ100) and -0.13% for the $SPX500.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
We are mostly finished with earnings season, and aside from Google, most of the big tech... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙈𝙤𝙣𝙩𝙝 𝙖𝙣𝙙 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚
Portfolio performance: up 3.6% for the month so far, compared to gains of 5.2% for the $NSDQ100 and 2.5% for the $SPX500.
𝙈𝙖𝙧𝙠𝙚𝙩 𝙊𝙫𝙚𝙧𝙫𝙞𝙚𝙬
Earnings season is in full swing, with major large-cap tech names already reporting. The... Vis flere Oversett
𝙀𝙣𝙙 𝙤𝙛 𝙩𝙝𝙚 𝙈𝙤𝙣𝙩𝙝 𝙖𝙣𝙙 𝙋𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤 𝙐𝙥𝙙𝙖𝙩𝙚
Portfolio is up 3% for the month, while the $NSDQ100 and $SPX500 gained 5% and 3.5%, respectively.
𝙈𝙖𝙧𝙠𝙚𝙩𝙨
In a couple of weeks we’ll be entering earnings season, with the majority of large-cap companies trading near their... Vis flere Oversett
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