Subject: Market Update
Dear investors,
The portfolio was roughly flat this week, down around -0.3%, while the $SPX500 gained +0.2%. YTD we're sitting at approximately -14%, compared to the S&P 500 up around +13.4%.
The financials were the bright spot - $BAC (Bank of America Corp) gained +2.7%,... Show More
Subject: Market Update
Dear investors,
The portfolio was down approximately 3% this past week while the $SPX500 gained around +0.4%. YTD we're sitting at roughly -14% versus the S&P 500 up around +11%.
This week we rotated out of $CAT (Caterpillar) and $GS (Goldman Sachs Group Inc) — both... Show More
Subject: Market Update
Dear investors,
The portfolio gained +2.5% this week, outperforming the $SPX500 which was broadly flat at +0.4%. We're now YTD at -14% versus the S&P 500 up +14% - still a very challenging year, but this week was a step in the right direction.
Semiconductors led the... Show More
Subject: Market Update
Dear investors,
This week has been one of the better weeks for the portfolio in what has been a really difficult year. The portfolio gained approximately +5.4% over the week, outperforming the $SPX500, which gained +3.5%, our first meaningful outperformance in a while.
That... Show More
Weekly Market Update
Dear Investors,
Unfortunately, this has been another very disappointing week for the portfolio.
Year-to-date we are now down approximately 24%, compared to the S&P 500 which is up around 6%. There’s no way to dress that up - the performance this year has fallen well below... Show More
Subject: Market Update
Dear investors,
It’s been another difficult week for the portfolio. We’re now down 14.0% YTD, compared to the S&P 500 up 8.5%. I know this isn’t where any of us wanted to be, and I completely understand the frustration.
The main driver last week was another sharp move lower... Show More
Subject: Market Update
After a strong June where the portfolio gained +2.6%, July has so far been much weaker. The portfolio is currently -10.9% YTD, compared to the S&P 500 at +9.1% YTD. The underperformance is frustrating, and it’s certainly not where I wanted us to be at this stage of the year.
The... Show More
Subject: Market Update
Dear Investors,
Posting a midweek update due to the increased volatility we’ve seen.
At the start of the week, markets continued their rally, led once again by AI and semiconductor stocks. However, this proved to be short-lived, with a sharp pullback on Tuesday and Wednesday.... Show More
Subject: Market Update
Dear Investors,
The last week has seen the $SPX500 gain around 1.2%, bringing its YTD performance to +9.4%. In comparison, the portfolio currently sits at -5.5% YTD.
At the start of the week, markets were supported by falling oil prices and continued optimism surrounding the... Show More
Subject: Market Update
Dear Investors,
The last week has highlighted just how quickly sentiment can shift in the current market environment.
The wider market rallied strongly, with the $SPX500 now up approximately +10.2% YTD, while our portfolio sits at -5.5% YTD. The main driver of this week’s move... Show More
110
92
0
Join Millions of Traders
Find a trader you like and click copy. When they trade, you trade.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.