Thomas Roddy
๐Ÿ“Š ๐—ช๐—ฒ ๐—ฎ๐—ฟ๐—ฒ ๐—ผ๐˜‚๐˜๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ถ๐—ป๐—ด ๐Ÿต ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐˜๐—ผ๐—ฝ ๐Ÿญ๐Ÿฌ ๐—ฃ๐—ผ๐—ฝ๐˜‚๐—น๐—ฎ๐—ฟ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ ๐—ผ๐—ป ๐—˜๐˜๐—ผ๐—ฟ๐—ผ ! 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% ๐Ÿ” Key Highlights: โ€ข Strategic Factor Exposure: Emphasizing value, low beta, and momentum factors helped mitigate losses. โ€ข Geographic Diversification: Allocations in European and UK markets provided stability amid U.S. market turbulence. โ€ข Risk Management: Maintained low correlation across sectors and regions, cushioning the portfolio against sharp declines. ๐Ÿ“‰ Market Context: โ€ข Trade Tensions: The U.S. administrationโ€™s 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. โ€ข Policy Uncertainty: President Trumpโ€™s fluctuating stance on Federal Reserve leadership and trade policies contributed to investor anxiety. โ€ข Global Impact: European markets also felt the strain, with indices like Franceโ€™s CAC 40 and Germanyโ€™s DAX experiencing declines. ๐Ÿ’ก Looking Ahead: While the market remains unpredictable, the portfolioโ€™s 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!
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