Welcome to another monthly report,
## Macro backdrop
September is known as the worst month for the markets, and it kind of lived up to its reputation. The Dow struggled, and the S&P 500 barely budged. However, the Nasdaq did mostly fine. Thankfully, the hype around tech and AI stocks is well and... Show More
Welcome to another monthly report,
August was a good month. The S&P 500 and Nasdaq both recovered from the last two not-so-good months, and we performed slightly better than the market. There was some inflation data from the Federal Reserve that helped with this, and a lot of companies went up.
The... Show More
Welcome to your monthly report, it's been a busy July
The story of the month was the semiconductor selloff. Chip stocks took a serious hit on the back of news and perhaps a change in sentiment about AI from investors.
We also had some earnings reports from Microsoft , Amazon (both good), as well... Show More
Welcome back to another monthly report,
We've had two monster months in April and May, so there was a very high chance that June was going to break the streak. It was only a very small dip, however. The last few months have been pretty incredible, so a small pullback is nothing to worry about -... Show More
Welcome back to another monthly report.
On the back of April's massive rebound, I was expecting the market to cool down a bit, but the party kept going in May. U.S. indices hit all-time highs in the final days of the month, and our portfolio followed suit.
At the risk of sounding like a broken... Show More
Welcome back to another monthly report!
After March's selloff driven by the U.S.-Israel-Iran conflict, April turned into one of the strongest market months I've personally seen in years. All it took was a ceasefire between the U.S. and Iran. And sure, oil prices are still high - oil infrastructure... Show More
Welcome to another monthly report, it's been a busy one!
This month has been marked with geopolitical tension, with the U.S.-Israel conflict with Iran being the highlight, and the subsequent closure of the Strait of Hormuz as well as the damage done to energy infrastructure across the gulf. Oil... Show More
Welcome to another monthly report,
February was a busy month, and a reminder that markets don't move in a straight line. Both the S&P and the Nasdaq posted losses (1% and 3% respectively), while the $IGV (Ishares Expanded Tech-Softwa) (which tracks the performance of U.S. stocks from software... Show More
Welcome to your yearly report for 2025,
First, results. We ended the year with a very nice total return of 28.13%, marking the third year in a row with a strong, positive return. And all of this despite the constant headlines from the U.S. administration bringing changes to trade, tax and immigration... Show More
Welcome to another monthly report
While november hasn't been a particularly good month, we are on track to close the year with a great overall performance, with the $SPX500 being up around 15% and our portfolio almost double that. I've achieved this by staying invested through the ups and downs... Show More
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Mon Oct 05 2026 09:31:48 GMT+0000 (Coordinated Universal Time)