Couguar @Couguar: "Staying Ahead in 2025 Volatility..."

Belgium

Staying Ahead in 2025 Volatility 📈 Despite choppy markets in 2025 – with escalating trade tensions, interest rate uncertainty, and geopolitical events adding volatility – my portfolio has stayed on course. Since Jan 1, 2025, my portfolio has modest positive returns and has outperformed the $SPX500 (SPX500 Index (Non Expiry)) (which is down roughly 5% year-to-date ) 💪. This resilience in a tough environment underlines our focus on consistency over hype. We maintain a medium risk level (balanced risk score) ⚖, guided by a disciplined, data-driven risk-return optimization approach. In practice, this means using analytics to optimize our mix of assets for the best return per unit of risk, and diversifying smartly across sectors and regions (as detailed on InvestmentTales.com, our methodology blog). The goal is steady growth without taking on excessive risk – a strategy built for the long term. Recent Moves 📌 $BTC (Bitcoin) Initiated exposure to crypto with Bitcoin, leveraging its relative strength as a diversifier outside traditional equities. This move adds an uncorrelated asset to the mix, boosting diversification while riding a positive momentum trend in crypto. $ORK.OL (Orkla) Added Orkla, a Norwegian conglomerate, to increase European equity exposure. Orkla was chosen for its strong relative performance in the consumer/industrial space and to tap into European market trends, providing stability and diversification away from U.S. market swings. Chinese equities: Increased positions in select Chinese stocks. These were picked to capitalize on sector trends in China’s economy (e.g. tech and consumer sectors) and to diversify geographically. Despite global trade noise, certain Chinese equities showed relative strength and long-term value, aligning with our strategy. $NETD (Nabors Energy Transition C-A) Took a position in Nabors (oil & gas services) as a strategic play in the energy sector. This decision was driven by sector trend analysis – Nabors demonstrated strong relative momentum within energy and adds exposure to a commodity-driven segment, balancing our high-tech and consumer holdings. Each of these moves follows our core methodology of focusing on relative strength, diversification, and sector trends. We continuously analyze data to ensure every addition aligns with these principles and our long-term vision. Bottom line: We’re navigating the volatility with a steady hand and a clear strategy. The portfolio remains well-diversified and tuned for an optimal risk-reward balance. 👍 No hype – just consistent, strategic execution. I appreciate the trust of all my copiers and remain committed to transparency and performance. You can track live performance anytime here 👉 bullaware.com/factsheet/Couguar. Thank you for your support and let’s keep pushing forward together! 🙏

4 Mentioned

SPX500

BTC

Bitcoin

ORK.OL

Orkla

NETD

Nabors Energy Transition C-A

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