Disruptive Stocks Strategy @II-Disruptive: "II-Disruptive portfolio review Successful portfolio adjustments..."

Smart Portfolio

II-Disruptive portfolio review Successful portfolio adjustments and a momentum shift in late April turned the @II-Disruptive portfolio's monthly performance positive. May has also started on a strong note. As a result, the portfolio’s year-to-date return is now at breakeven — a solid outcome compared to the Nasdaq-100 (QQQ), which remains down by 4 % YTD. The beginning of 2025 has offered investors an unusually eventful and polarized market environment. Trump’s unexpected tariff decisions triggered a sudden correction in equities, accompanied by a sharp rise in interest rates and a weakening dollar. The VIX spiked to levels higher than during the COVID crisis. The markets’ reaction forced Trump to back down, freeze the tariffs, and later grant exemptions for certain tech companies. These moves, combined with a calming bond market and a solid earnings season, restored investor confidence. The SPX500 has since rebounded from its trade war lows and is approaching the key 200-day moving average. From a technical analysis perspective, the S&P 500 index remains in a downtrend until a confirmed breakout above the 200-day SMA. Markets are closely watching the Fed’s May decision amid the ongoing trade war environment. However, the Fed is unlikely to provide support just yet in the form of rate cuts. While recession fears have eased after Trump froze the tariffs, equity markets remain highly volatile in 2025 — offering selective buying opportunities. Trade deal between the U.S. and China could act as the next catalyst for further gains. Investors should remain alert, diversify thoughtfully, and monitor market signals and trade war decisions. The largest holdings in the II-Disruptive portfolio are $MSFT (Microsoft) $MELI (MercadoLibre Inc) $AAPL (Apple) $GOOG (Alphabet) and $FTNT. Microsoft delivered a solid Q1 earnings report, accelerating growth with strong profitability — reaffirming its leadership position. Apple, on the other hand, has been negatively impacted by trade war tensions, especially in China. Google (Alphabet) posted a stable first-quarter performance, but investor sentiment remains cautious, which is reflected in its notably low valuation.

Not investment advice. The author may have financial interests in the mentioned instruments.