June 30, 2026
June was a mixed but important month for markets. Stocks remained resilient overall, but investors also had to deal with higher inflation and more uncertainty around interest rates.
In the U.S., inflation moved higher again. CPI rose to 4.2%, while Core CPI increased to 2.9%. Later in... Show More
May was a strong month for the stock market, with the S&P 500 reaching new record highs. A big reason was the continued excitement around AI and strong results from large tech companies.
Nvidia was the main highlight of the month. The company reported very strong earnings on May 20, with revenue... Show More
๐ผ๐ฅ๐ง๐๐ก ๐ฉ๐ช๐ง๐ฃ๐๐ ๐ค๐ช๐ฉ ๐ฉ๐ค ๐๐ ๐ ๐ฅ๐ง๐๐ฉ๐ฉ๐ฎ ๐๐ซ๐๐ฃ๐ฉ๐๐ช๐ก ๐ข๐ค๐ฃ๐ฉ๐. US tech just kept doing its thing, with strong Q1 numbers and AI hype giving Nasdaq another solid push. After the chaos in March, risk appetite definitely came back.
๐๐ช๐ง๐ค๐ฅ๐, ๐ข๐๐๐ฃ๐ฌ๐๐๐ก๐, ๐๐๐ ๐ ๐ง๐ค๐ช๐๐๐๐ง... Show More
March was a choppy month for the markets. Rising tensions in the Middle East pushed oil prices higher, adding fresh inflation worries around the world.
The U.S. economy stayed fairly steady, but the jump in energy prices made the outlook more cautious. The Fed kept rates at 3.75%, and expectations for... Show More
February was a more tense month for global markets.
Geopolitical risks increased as tensions in Iran escalated following reports of a military strike. The situation added uncertainty and reminded investors how quickly global events can affect sentiment.
In the United States, the Supreme Court blocked... Show More
January was a calm month in terms of portfolio activity, with no major changes made. With markets trading near all-time highs and uncertainty still present, staying patient felt like the right approach.
In the U.S., the Federal Reserve kept interest rates unchanged at its January meeting, despite pressure... Show More
๐ ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐๐๐ง-๐๐ฃ๐ ๐๐๐๐๐ฅ
๐ฎ๐ฌ๐ฎ๐ฑ ๐ฌ๐๐จ ๐๐ฃ๐ค๐ฉ๐๐๐ง ๐จ๐ฉ๐ง๐ค๐ฃ๐ ๐ฎ๐๐๐ง ๐ค๐ฃ ๐๐๐ค๐ง๐ค. Despite a market environment shaped by inflation concerns, rate uncertainty, and periods of elevated volatility, the portfolio managed to outperform the S&P 500 through a disciplined and... Show More
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐๐ฅ๐๐๐ฉ๐ โ ๐๐ค๐ซ๐๐ข๐๐๐ง ๐ฎ๐ฌ๐ฎ๐ฑ
The portfolio closed November at โ3.46% after a volatile month across equities, tech, and crypto. Diversification helped cushion some of the downside, but overall risk sentiment remained cautious.
In Europe, the ECB held rates steady as inflation... Show More
๐๐ฏ ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐๐ง๐ฃ๐๐ฃ๐๐จ ๐จ๐ค ๐๐๐ง โ Strong Results, Mixed Reactions
This earnings season has been full of action. Some of our biggest holdings showed great numbers, but the marketโs reaction hasnโt been the same for everyone.
๐ผ๐ก๐ฅ๐๐๐๐๐ฉ had the best quarter of the group. Revenue passed... Show More
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