Superrome77 @Superrome77: "📰 Market Update – July..."

Ireland

📰 Market Update – July 2025 Copper prices are soaring on tariff tensions, while tech is taking a breather after a red-hot Q2. With macro risks rising and elections looming, I’ve started rotating into sectors that tend to outperform during high-volatility cycles. 🔹 Trimmed some exposure to overextended growth names 🔹 Added to materials and industrials—watching $FCX (Freeport-McMoRan Inc) and $BHP (BHP Group Ltd ADR) closely 🔹 Keeping dry powder ready in case $TSLA (Tesla Motors, Inc.) or $NVDA (NVIDIA Corporation) dip further I’m also watching $XLF (State Street Financial Select Sector SPDR ETF) and $XLV (State Street Health Care Select Sector SPDR ETF) as defensive plays heading into August. Sticking to a low-risk, fundamentals-driven strategy with selective opportunistic entries. July could be choppy—but volatility = opportunity.