Thomas Roddy
Edited
๐Ÿ“ˆ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ! ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—ฃ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ก๐—ฒ๐˜„๐˜€, ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐Ÿ“ฐ ๐Ÿ“Š ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—ฃ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐Ÿ“‰๐Ÿ’ผ 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 500โ€™s 1.5% weekly gain can largely be attributed to a few short-term factors: ๐—ž๐—ฒ๐˜† ๐—™๐—ฎ๐—ฐ๐˜๐—ผ๐—ฟ๐˜€ ๐—•๐—ฒ๐—ต๐—ถ๐—ป๐—ฑ ๐—ฃ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐Ÿ” 1๏ธโƒฃ Tech Volatility Created Near-Term Headwinds โ€ข 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. โ€ข Despite strength in the broader tech sector, some individual stocks faced turbulence, a reminder of the importance of diversification. 2๏ธโƒฃ Defensive Positions Held Steady in a Growth-Driven Market โ€ข 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. โ€ข While defensive stocks didnโ€™t participate in this weekโ€™s rally, their value remains evident in providing consistency and downside protection. 3๏ธโƒฃ S&P 500 Rally Driven by a Few Mega-Cap Stocks โ€ข The broader indexโ€™s gains were largely concentrated in big tech names (Apple, Microsoft, NVIDIA, Amazon), which saw increased investor interest due to AI enthusiasm. โ€ข Our portfolio remains well-balanced, and we continue to evaluate selective opportunities in high-growth areas to enhance future performance. 4๏ธโƒฃ Sector Rotation & Market Sentiment โ€ข Markets temporarily rotated into riskier assets, with investors brushing off inflation concerns. โ€ข Our more stable, conservative holdings didnโ€™t benefit as much from this shift, but they remain well-positioned for the long-term. ๐Ÿ“ฐ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ก๐—ฒ๐˜„๐˜€ ๐—›๐—ถ๐—ด๐—ต๐—น๐—ถ๐—ด๐—ต๐˜๐˜€๐ŸŒ๐Ÿ“Š ๐Ÿ“Œ ๐—œ๐—ป๐—ณ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—–๐—ผ๐—ป๐—ฐ๐—ฒ๐—ฟ๐—ป๐˜€ ๐—ฎ๐—ป๐—ฑ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ฒ๐˜€๐—ถ๐—น๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐Ÿ“ˆ๐Ÿ’ฐ 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: โœ… $NSDQ100 (NASDAQ100 Index (Non Expiry)) Composite up 2.2% โœ… S&P 500 up 1.5% โœ… Dow Jones up 0.7% ๐Ÿ“Œ ๐—˜๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜๐˜€ ๐—ข๐˜ƒ๐—ฒ๐—ฟ๐˜ƒ๐—ถ๐—ฒ๐˜„ ๐Ÿ“Š๐Ÿ’ผ ๐Ÿ“‰ $Twilio Inc. (TWLO): -16% This Week โ€ข Reported $1.12B in revenue, with slight softness in customer data platform Segment (-1%). โ€ข Some near-term accounting adjustments impacted results, but long-term growth opportunities remain intact. โ€ข Guidance for next quarter was more conservative than expected, leading to a short-term pullback. ๐Ÿ“ˆ $Pilgrimโ€™s Pride Corp. (PPC): +3.5% This Week โ€ข Reported 74% EPS growth, slightly missing estimates ($0.99 vs. $1.15 expected), but overall trends remain strong. โ€ข Benefited from steady demand in consumer staples, reinforcing the importance of diversification. ๐Ÿ“‰ $British American Tobacco (BTI): -2% This Week โ€ข Revenue grew 1.3%, though short-term market dynamics led to minor underperformance. โ€ข With defensive stocks taking a backseat to high-growth names this week, BTI remains a solid long-term holding. ๐Ÿ“Œ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ข๐˜‚๐˜๐—น๐—ผ๐—ผ๐—ธ & ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜† ๐Ÿ”ฎ๐Ÿ“ˆ ๐Ÿ”น Short-Term: Market sentiment continues to favor growth stocks. If this trend persists, we may look for strategic adjustments to optimize our sector exposure. ๐Ÿ”น 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. ๐Ÿ“Œ Next Steps: ๐Ÿ“Œ Continue monitoring high-growth tech names for selective opportunities. ๐Ÿ“Œ Evaluate defensive positions to ensure they align with evolving market conditions. ๐Ÿ“Œ Maintain a disciplined approachโ€”short-term fluctuations do not dictate long-term strategy. ๐Ÿš€๐Ÿ“ˆ Staying the course while making strategic enhancements will position us well for future success! ๐Ÿ’ช
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