Performance
All

28.79%2026
2026
41.17%2025
2025
77.26%2024
2024
100.86%2023
2023
-64.43%2022
2022
14.08%2021
2021
116.95%2020
2020
117.0%0%-117.0%
Ju Fen Kuo
September 2026 Market Monthly Report September opened with a clear shift in tone. After the Fed delivered, equities staged a relief rally that finally interrupted the grind higher in long-end yields and the defensive posture that defined late summer. More importantly, valuation pressure has eased in... Show More
Ju Fen Kuo
August 2026 Market Monthly Report August 2026 proved to be an increasingly challenging environment for equity valuations, primarily driven by relentless upward pressure in long-term Treasury yields. While verbal intervention from Scott Bessent initially sparked a brief sigh of relief, the market's... Show More
Ju Fen Kuo
July 2026 Market Monthly Report As we navigated through July 2026, the macroeconomic landscape shifted noticeably as South Korea initiated a heavy deleveraging cycle, triggering a severe sell-off in the semiconductor sector. What initially appeared to be an isolated draw-down in tech soon began showing... Show More
Ju Fen Kuo
Monthly update As we navigate through June 2026, I found myself adopting a decidedly risk-off posture right at the beginning of the month. The market opened with an unsettling gap down, and the price action highlighted a stark divergence: the Russell 2000 (IWM) was performing significantly worse than... Show More
Ju Fen Kuo
Dear followers and investors, I am frequently asked about that New investors currently are not able to copy my invest. Unfortunately, it is because the AUC already hit the limit of my level and which is ruled by Etoro. I don't know if that will be changed in the future. I will try to share my thougts... Show More
Ju Fen Kuo
Monthly Update As we navigate through May 2026, the US stock market continues to exhibit relentless strength, defying any lingering bearish narratives. Geopolitical tensions and regional conflicts, which might have previously triggered sharp corrections or panic selling, have definitively been relegated... Show More
Ju Fen Kuo
Monthly Update The US stock market is experiencing a dynamic recalibration. After a period of significant geopolitical turbulence, the market has largely priced in the ongoing war. Equities have absorbed the initial macro shockwaves, and the risk premiums associated with the conflict have stabilized.... Show More
Ju Fen Kuo
Monthly update As we review the US stock market landscape this month, the overarching narrative is one of severe turbulence, driven by a complex intersection of international conflict and shifting monetary policy. The broader equities market has taken a noticeable hit, fundamentally hampered by the... Show More
Ju Fen Kuo
January 2026 Market Summary: The Great Sector Rotation January 2026 was defined by a massive shift in capital, characterized by broadening market participation and a stark departure from the tech-heavy dominance of the past few years. 1. The Great Divide: SaaS Plummets While Energy Surges The divergence... Show More
Ju Fen Kuo
monthly update 1. Breadth Improvement & Small Cap Outperformance January 2026 marked a decisive shift in market character, often described by analysts as "The Great Rotation." While the S&P 500 (SPY) and Nasdaq 100 (QQQ) posted modest gains of roughly 1.8% through January, the Russell... Show More

About Ju Fen Kuo
Taiwan
Strategy: Growth

Invest high growth companies with reasonable valuation X : @kuo081342211
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