Thomas Roddy @ThomasRoddy: "📈 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲! 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲..."

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📈 𝗪𝗲𝗲𝗸𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲! 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗡𝗲𝘄𝘀, 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 📰 📊 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 📉💼 Thomas Roddy: +5.73% YTD (-0.5% this week) $SPX500 (SPX500 Index (Non Expiry)) 500: +4.11% YTD (+1.5% this week) While our portfolio experienced a slight dip of 0.5% this week, we remain solidly ahead for the year with a 5.73% YTD gain. This temporary underperformance relative to the S&P 500’s 1.5% weekly gain can largely be attributed to a few short-term factors: 𝗞𝗲𝘆 𝗙𝗮𝗰𝘁𝗼𝗿𝘀 𝗕𝗲𝗵𝗶𝗻𝗱 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 🔍 1️⃣ Tech Volatility Created Near-Term Headwinds • Twilio (TWLO) faced a challenging earnings report, leading to a 16% drop. While this impacted our weekly performance, we remain focused on its long-term potential. • Despite strength in the broader tech sector, some individual stocks faced turbulence, a reminder of the importance of diversification. 2️⃣ Defensive Positions Held Steady in a Growth-Driven Market • Holdings like Philip Morris (PM) and British American Tobacco (BTI) remained stable, providing a strong foundation for our portfolio even as the market chased high-growth stocks. • While defensive stocks didn’t participate in this week’s rally, their value remains evident in providing consistency and downside protection. 3️⃣ S&P 500 Rally Driven by a Few Mega-Cap Stocks • The broader index’s gains were largely concentrated in big tech names (Apple, Microsoft, NVIDIA, Amazon), which saw increased investor interest due to AI enthusiasm. • Our portfolio remains well-balanced, and we continue to evaluate selective opportunities in high-growth areas to enhance future performance. 4️⃣ Sector Rotation & Market Sentiment • Markets temporarily rotated into riskier assets, with investors brushing off inflation concerns. • Our more stable, conservative holdings didn’t benefit as much from this shift, but they remain well-positioned for the long-term. 📰 𝗠𝗮𝗿𝗸𝗲𝘁 & 𝗡𝗲𝘄𝘀 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀🌍📊 📌 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗖𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 📈💰 Despite inflation data coming in above expectations, markets remained resilient, rallying on optimism for a soft landing. The Consumer Price Index (CPI) reflected continued price pressures, yet investors maintained confidence in the economic outlook. The 10-year Treasury yield rose to 4.64%, suggesting potential volatility ahead, but overall sentiment stayed positive: ✅ $NSDQ100 (NASDAQ100 Index (Non Expiry)) Composite up 2.2% ✅ S&P 500 up 1.5% ✅ Dow Jones up 0.7% 📌 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗥𝗲𝗽𝗼𝗿𝘁𝘀 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 📊💼 📉 $Twilio Inc. (TWLO): -16% This Week • Reported $1.12B in revenue, with slight softness in customer data platform Segment (-1%). • Some near-term accounting adjustments impacted results, but long-term growth opportunities remain intact. • Guidance for next quarter was more conservative than expected, leading to a short-term pullback. 📈 $Pilgrim’s Pride Corp. (PPC): +3.5% This Week • Reported 74% EPS growth, slightly missing estimates ($0.99 vs. $1.15 expected), but overall trends remain strong. • Benefited from steady demand in consumer staples, reinforcing the importance of diversification. 📉 $British American Tobacco (BTI): -2% This Week • Revenue grew 1.3%, though short-term market dynamics led to minor underperformance. • With defensive stocks taking a backseat to high-growth names this week, BTI remains a solid long-term holding. 📌 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 & 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 🔮📈 🔹 Short-Term: Market sentiment continues to favor growth stocks. If this trend persists, we may look for strategic adjustments to optimize our sector exposure. 🔹 Long-Term: Our defensive holdings provide crucial stability, ensuring we are well-prepared for any future market shifts. Our commitment to balancing risk and reward remains unchanged. 📌 Next Steps: 📌 Continue monitoring high-growth tech names for selective opportunities. 📌 Evaluate defensive positions to ensure they align with evolving market conditions. 📌 Maintain a disciplined approach—short-term fluctuations do not dictate long-term strategy. 🚀📈 Staying the course while making strategic enhancements will position us well for future success! 💪

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