Mentioned
iShares $ Treasury Bond 0-1yr UCITS ETF
IB01.L
0 (0%)
120.72
120.74
NASDAQ100 Index (Non Expiry)
NSDQ100
161.43 (0.54%)
30131.93
30136.47
Russell 2000 Index (Non Expiry)
RTY
9.950 (0.34%)
2951.500
2952.000
SPX500 Index (Non Expiry)
SPX500
23.31 (0.31%)
7532.32
7533.46
Joseph Greenwood
Joseph Greenwood
United Kingdom
2mo
Edited
Great day today with the portfolio +3.9% bringing us to over 5% profit for the year so far. (At the time of writing) Turns out de-risking before the Trump announcement (closing some positions to free up cash) didn't pay off, but no regrets there since it could easily have gone the other way. That probably cost us about 0.4% in extra profit today, but if Trump had come out aggressively or negatively, that 10% cash would've been extremely useful in a drop and mitigated the downside risk. This aspect of the strategy is what helped us lose less than the indices in the recent downtrend, so I can't complain. For now that 10% equity has been put into $IB01.L (iShares $ Treasury Bond 0-1yr UCITS ETF) It looks like we may approach profit taking time soon, when some overbought positions will be gently trimmed, but we're not quite there yet. I'm happy with the performance since the start of 2025, outperforming all indices and with significantly lower risk and lower volatility in downtrends. This shows that the stocks I've had have performed exceptionally on average. This also shows that the switch from the more aggressive and higher risk strategy in 2024 has been successful, and I intend to stick to this method as I manage the bulk of my savings on this account. Good luck all, Joe $NSDQ100 $RTY $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
4 Mentioned
iShares $ Treasury Bond 0-1yr UCITS ETF
IB01.L
iShares $ Treasury Bond 0-1yr UCITS ETF
NASDAQ100 Index (Non Expiry)
NSDQ100
NASDAQ100 Index (Non Expiry)
Russell 2000 Index (Non Expiry)
RTY
Russell 2000 Index (Non Expiry)
SPX500 Index (Non Expiry)
SPX500
SPX500 Index (Non Expiry)
null
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