Global Nuclear Value Chain
Smart Portfolio
Dear Investors, Here is your monthly update for October 2025 ✨ Global equities extended their rally in October, hitting record highs as tech strength, easing U.S.-China tensions, and expectations of lower interest rates supported investor optimism. Nvidia reached a record $5 trillion valuation, fueling excitement around AI, while major partnerships across the sector—from AMD to Google and Microsoft—kept innovation and earnings in focus. The Fed cut rates by 0.25% and the ECB held steady, while gold and copper hit new highs and oil weakened. Bitcoin’s rally faded late in the month amid profit-taking. 💭 Find out more about what happened in October with eToro's Smart Portfolios Monthly summary here: etoro.turtl.co/story/etoros-investment-office-performance-report-oct25 Performance Stats: NuclearFuture-> October: 5.74% , QTD: 5.74% YTD: - Benchmark (MVNLRTR - MVIS Global Uranium & Nuclear Energy (TR Net)) -> October: 14.64% , QTD: 14.64% YTD: 90.45% Best Performer: $SMR (NuScale Power Corporation) 24.64% Worst Performer: $GEV (GE Vernova LLC) -4.80% Portfolio Indicated Dividend Yield: 1.37% Some of the assets inside the @NuclearFuture Smart Portfolio are: $PWR (Quanta Services Inc) , $VST (Vistra Corp) , $XEL (Xcel Energy Inc) , $ETR (Entergy Corp) , $CCJ (Cameco Corp) , $CW (Curtiss-Wright Corporation) , $J (Jacobs Engineering Group Inc) , $BWXT (BWX Technologies Inc.) , $ACM (AECOM) , $KAP.L (Nac Kazatomprom Jsc-Gdr Regs) , $PNW (Pinnacle West Capital Corporation) ❓ Check out the portfolio fact sheet by clicking the following link: bullaware.com/factsheet/NuclearFuture This Smart Portfolio is a long-term investment vehicle. Therefore, since market trends can change over time, you should set realistic goals and assess your investment performance over a prolonged period. Please remember past performance is not indicative of any future performance.