Subject: Market Update
After a strong June where the portfolio gained +2.6%, July has so far been much weaker. The portfolio is currently -10.9% YTD, compared to the S&P 500 at +9.1% YTD. The underperformance is frustrating, and it’s certainly not where I wanted us to be at this stage of the year.
The... Xem thêm Dịch
Subject: Market Update
Dear Investors,
Posting a midweek update due to the increased volatility we’ve seen.
At the start of the week, markets continued their rally, led once again by AI and semiconductor stocks. However, this proved to be short-lived, with a sharp pullback on Tuesday and Wednesday.... Xem thêm Dịch
Subject: Market Update
Dear Investors,
The last week has seen the $SPX500 gain around 1.2%, bringing its YTD performance to +9.4%. In comparison, the portfolio currently sits at -5.5% YTD.
At the start of the week, markets were supported by falling oil prices and continued optimism surrounding the... Xem thêm Dịch
Subject: Market Update
Dear Investors,
The last week has highlighted just how quickly sentiment can shift in the current market environment.
The wider market rallied strongly, with the $SPX500 now up approximately +10.2% YTD, while our portfolio sits at -5.5% YTD. The main driver of this week’s move... Xem thêm Dịch
Market Update
Dear Investors,
The last week has been a good example of just how disconnected short-term market movements can be from the underlying risks. Over the last week, the $SPX500 fell 2.6%, bringing its YTD performance to +7.7%, while the portfolio currently sits at -6.6% YTD.
At the start... Xem thêm Dịch
Subject: Summary Market Update
Dear Investors,
Over the last week the portfolio has remained relatively flat, down 0.8%, bringing our total YTD return to -6%. In comparison, the wider market has continued to rally and is now up +10.5% YTD.
This move higher has been driven largely by technology and... Xem thêm Dịch
Subject: Market update
Dear investors,
The last week has brought much of the same. We saw oil correct heavily on yet more ceasefire headlines, but as nothing materialises, $OIL has moved back above $100/bbl over the weekend following responses from Trump and Netanyahu.
We’re staying cautious as the... Xem thêm Dịch
Subject: Market Summary Update
Dear Investors,
We started the week with headlines that the US would escort ships through the Strait, sending oil lower. However, as of this morning, this has now stopped - the administration saying this is due to progress in talks and have come out with terms they would... Xem thêm Dịch
Subject: Gold & Silver Positioning
Dear investors,
I wanted to provide some insight into my larger gold and silver positions as the current situation continues to unfold.
Historically, gold and silver have acted as safe havens during geopolitical escalation. However, over the past month, despite... Xem thêm Dịch
Subject: Market Summary Update
Dear investors,
The market remains volatile and difficult to read. Over the past week, we saw the US administration continue to push ceasefire rhetoric, following a weekend of erratic commentary from Trump. Iran also appeared more engaged than previously, and despite... Xem thêm Dịch
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