Tautvydas Valatka
πŸ‘œ 𝐌𝐲 𝐏𝐨𝐫𝐭𝐟𝐨π₯𝐒𝐨 𝐯𝐬. 𝐆π₯π¨π›πšπ₯ 𝐈𝐧𝐝𝐒𝐜𝐞𝐬 β€” ππ¨π―πžπ¦π›πžπ« πŸπŸŽπŸπŸ“ Here’s the latest update comparing my investment strategy to major global stock indices from September 2024β€”when I first started using this strategyβ€”up to today. Out of the 19 indices I track, 15 improved their performance, which is impressive given the challenging market environment. On average, the indices gained around +2.3 percentage points over this period. πŸ”Ή My own portfolio didn’t fare as well this time, dipping –1.23 percentage points since the last update. The downturn could have been steeper, but a ~5% rebound over the past week helped soften the slideβ€”another reminder that there’s no point in panicking when investing; positive trends tend to return. And even with this slight lag, my strategy still clearly outperforms all of the tracked indices since inception, leading the closest follower by roughly 8%. πŸ”Ή Japan’s $JPN225 was the standout performer. It gained about +6.7 p.p., pushing its total return close to 30%. The last 30 days were especially strong thanks to improved political and fiscal expectations in Japan. Investors reacted positively to shifts in policy direction and prospects of additional economic stimulus, driving stock pricesβ€”and the index as a wholeβ€”higher. πŸ”Ή Singapore’s $SGX index also saw a notable jump, climbing four spots to reach 4th place. Its performance improved by +5.24 p.p., supported by a stable regional macro environment and rising investor interest in lower-volatility, dividend-oriented Asian markets. This gave the STI a solid push upward this month. πŸ”Ή The weakest performance came from Australia’s $AUS200 , which fell -4.67 p.p. Its total return since September 2024 now stands at +6.5%. This was the biggest drop among all tracked indices, knocking the ASX 200 down three positions to 17th place. The decline was driven by growing market uncertainty: tech shares were pressured by cooling expectations around AI valuations and a more cautious risk appetite, while lackluster results in the banking and commodities sectors added further weight. πŸ”Ή The widely followed U.S. $SPX500 had a relatively calm month. Its return for this period was almost identical to the average of all tracked indices. While it’s not among the top performers right now, the S&P 500 remains stable and continues to serve as a reliable benchmark for investors. It currently sits around the middle of the ranking with a total return of roughly 20.6% since the inception of my strategy. Its steady performance was supported by the diversified makeup of major U.S. companies and market expectations around future interest-rate moves.
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