EWachenheim-CF
Smart Portfolio
Dear Investors, Here is your monthly update for August 2025 ✨ Global markets saw record highs during the month as strong earnings, solid economic data, and tech giants fueled optimism. Artificial intelligence dominated the spotlight, with companies like Nvidia and Palantir reporting booming revenues on the back of massive AI investments. While excitement around AI grew, performance across sectors was mixed, with some areas struggling, central banks signaling potential rate cuts, and crypto markets swinging between sharp gains and steep pullbacks. 💭 Find out more about what happened in August with eToro's Smart Portfolios Monthly summary here: etoro.turtl.co/story/etoros-investment-office-performance-report-aug25 Performance Stats: @EWachenheim-CF-> August: 11.94% , QTD: 17.04% YTD: 18.56% Benchmark (SPX - S&P 500 INDEX) -> August: 1.91% , QTD: 4.11% YTD: 9.84% Best Performer: $DHI (D.R. Horton Inc) 18.96% Worst Performer: $TEX (Terex Corporation) -1.46% Portfolio Indicated Dividend Yield: 1.47% Some of the assets inside the @EWachenheim-CF Smart Portfolio are: $LEN.B (Lennar Corporation) , $PHM (PulteGroup Inc) , $TOL (Toll Brothers Inc) , $OSK (Oshkosh Corp) , $ARW (Arrow Electronics Inc) , $LEA (Lear Corp) , $MTH (Meritage Homes Corp) , $MRP (Millrose Properties Inc) , $NOV (NOV Inc) , $AVT.US (Avnet Inc) ❓ Check out the portfolio fact sheet by clicking the following link: bullaware.com/factsheet/EWachenheim-CF 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.