CapitalRock @CapitalRock: "Weekly Portfoglio update > The portfolio..."

Italy

Weekly Portfoglio update > The portfolio ended the week by containing losses to -0.7%, despite the S&P 500 dropping by -1.6%. > Strategy: (1) The equity component represents 46% of the portfolio, which is historically low for this project. Moreover it is entirely hedged through the hedging position weighted 5% x 10 leveraged. (3) The bond portion has reached the maximum weight expected at 26%. (4) The cash component is quite substantial at 23%. (5) The sector composition is also defensive, with an overweight in the Communication Services, Consumer Defensive, and Energy sectors, while underweighting Cyclical Consumer and Utilities sectors. (6) I will gradually increase investments in equity during the retracement phase while simultaneously working with hedging operations. > Trades of the week: $WFC (Wells Fargo & Co) I closed the residual portion of the investment (+16.1%) as the stock lost momentum recently. > New Positions Opened During the Week: none. > Portfolio Big Movers: (1) $INFA (Informatica Inc) rose +5.1% last week. Salesforce is in advanced talks to acquire data-management software provider according to people familiar with the matter. (2) $CVS (CVS Health Corp) dropped -8.0% following the losses from the previous week, caused by the U.S. government's decision to finalize a lower-than-expected 3.7% payment rate increase for the 2025 calendar year. (3) $PCOR (Procore Technologies Inc.) pulled down by the sell-off in the stock market (-5.7%) . (4) $HIG (The Hartford Financial Services Group Inc) lost -5.4% due to the particular weakness in the financial sector following the quarterly reports of some major banking groups, which experienced a reduction in net interest margins. Cheers Traders!

5 Mentioned

WFC

Wells Fargo & Co

INFA

Informatica Inc

CVS

CVS Health Corp

PCOR

Procore Technologies Inc.

HIG

The Hartford Financial Services Group Inc