October started off pretty well with the stock market rebounding from its decline in September. However, the rally was short-lived and reversed course around mid month. We got a brutal
Tag: portfolio
September was a dreadful month for markets, with S&P 500 and Nasdaq both down ~5% for the month. Fortunately, our portfolios were more resilient, with the Family Portfolio falling less
In August, the fate of the so-called “Magnificent Seven” has begun to diverge. Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOOG) have far outperformed Apple (AAPL), Microsoft (MSFT), Meta Platforms (META),
After strong June, both portfolios have taken a bit of a breather in July. However, the S&P 500 and Nasdaq 100 continued to power on, rising 2.8% and 3.6% respectively,
Will this new bull market continue to rally? Or will we go into recession caused by high inflation and high interest rates? In this video, I share about how I’m
June has been another good month for the portfolios, both of which outperformed the S&P 500 and Nasdaq 100. Looking at the 1-month S&P 500 heat map from Finviz, the
What a difference a month makes. After a flattish and uninspiring April, May was a blast especially for tech stocks and consequently the portfolio. Markets seemed to have put the
Markets have been taking a bit of a breather last month, ending April relatively flat. The S&P 500 outperformed the Nasdaq 100 though. The Family Portfolio performed in line with
It’s the end of the Q1 already! Markets raced upwards to end the quarter strong, especially for the tech-heavy Nasdaq. Family portfolio performed largely in line with S&P 500, but
Time flies and it’s already March but I thought I’d share my stocks portfolio strategy for the year ahead anyway. Let’s talk about the macroeconomic situation to set the stage.