(Part 2) 🔮 Future expectations for H2 2026 🎯
A few data points worth weighing, from multiple independent sources:
📈 Wall Street's median year-end S&P 500 target sits around 7,850, implying roughly 5% further upside from current levels. Goldman Sachs has gone further, raising its target to... Show More
As a follow-up to the MTD results, let's lay out some further insights
💰 Income Side of the Portfolio
Beyond price return, the portfolio is generating a 0.62% dividend yield across 12 holdings. It's a modest yield consistent with a growth-tilted allocation as previously mentioned, but it's... Show More
🗓️ Mid-Year Portfolio Review — H1 2026 (PART 1)
YTD Return: +8.13%💹 | 2-Year Return: +34.61%💹 | Profitable Weeks: 55.56% 💹| Avg. Risk Score: 4/10✅
Six months down. Here's an honest look at how the portfolio moved, what actually drove those moves, and where I think we're headed into year-end... Show More
Americans Are Falling Behind on Their $ 1.25 Trillion Credit-Card Bill!!
a) The percentage of credit-card balances at least 90 days delinquent rose to 13.12% in the first quarter, the highest level in 15 years.
b) America’s total credit-card balance reached $ 1.25 trillion in the first quarter, the... Show More
📊 Market Update
A few notable developments from today's macro data and market action:
📈 Treasury Yields Moving Higher
• The U.S. 10-year Treasury yield rose to 4.49%
• The 2-year Treasury yield climbed to 4.08%
• Rising yields suggest investors are reassessing inflation and growth expectations... Show More
🇨🇳 🇯🇵 China and Japan, historically among the largest foreign holders of U.S. Treasuries, have been gradually reducing their holdings.
📈 10-Year Treasury Yield, back above 4.5%, increasing borrowing costs across the economy.
🛢️ Oil Prices rising sharply amid renewed Middle East tensions and uncertainty... Show More
📬 Checking back in — May 2026
Hey everyone, it's been a while. Let's start with an explanation rather than jumping straight to numbers.
The past year or so has been genuinely busy on a personal level. We had our first newborn👶;
I finished my MBA 🎓; and
Passed CFA Level 1 📘.
A lot is happening... Show More
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