๐ ๐ช๐ฒ ๐ฎ๐ฟ๐ฒ ๐ผ๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ถ๐ป๐ด ๐ต ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ผ๐ฝ ๐ญ๐ฌ ๐ฃ๐ผ๐ฝ๐๐น๐ฎ๐ฟ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐ ๐ผ๐ป ๐๐๐ผ๐ฟ๐ผ !
April was marked by significant market volatility, primarily driven by geopolitical tensions and policy shifts. Despite these challenges, my portfolio demonstrated resilience, recording a -1% return YTD, which outperformed major indices and 9 of the top 10 Popular Investors on eToro over the last 3 months and the SP500 YTD of -9%
๐ Key Highlights:
โข Strategic Factor Exposure: Emphasizing value, low beta, and momentum factors helped mitigate losses.
โข Geographic Diversification: Allocations in European and UK markets provided stability amid U.S. market turbulence.
โข Risk Management: Maintained low correlation across sectors and regions, cushioning the portfolio against sharp declines.
๐ Market Context:
โข Trade Tensions: The U.S. administrationโs announcement of sweeping tariffs on April 2 led to a sharp market sell-off, with the S&P 500 dropping over 10.5% in two days.
โข Policy Uncertainty: President Trumpโs fluctuating stance on Federal Reserve leadership and trade policies contributed to investor anxiety.
โข Global Impact: European markets also felt the strain, with indices like Franceโs CAC 40 and Germanyโs DAX experiencing declines.
๐ก Looking Ahead:
While the market remains unpredictable, the portfolioโs defensive positioning and diversified strategy aim to continue delivering relative stability. Continuous monitoring of macroeconomic indicators and policy developments will guide future adjustments.
If you have any questions feel free to ask!... Show More
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Sun Jul 13 2025 23:01:09 GMT+0000 (Coordinated Universal Time)
