Portfolio Performance - Jan 2025
Market Performance Amid Trade Tensions
Despite ongoing trade concerns, the S&P 500 rose by 2.7%, the Nasdaq by 1.7%, and the Dow by 4.7%, showing cautious optimism among investors.
President Trump proposed that the U.S. take long-term control of the Gaza Strip, aiming to transform it into a thriving economic area without deploying American troops. This plan includes resettling Palestinians to safer areas and creating jobs, but it may complicate Middle East relations.
Trump also signed an order to create a U.S. Sovereign Wealth Fund to boost long-term economic growth. Details on its structure and investments will be revealed in 90 days, but it needs Congressional approval and may face funding challenges.
Trade Tensions and Tariffs
Trump announced new tariffs: 25% on imports from Canada and Mexico, and 10% from China. These tariffs aim to boost U.S. manufacturing but risk escalating trade tensions. China retaliated with tariffs on U.S. goods, raising fears of a trade war. China's manufacturing PMI fell to 50.1, signaling weak foreign orders and impacting Asian markets.
Economic Highlights
The Federal Reserve kept interest rates steady at 4.25%-4.50%.
Core PCE inflation is projected at 2.49%, above the Fed's 2% target.
The labor market showed resilience with low unemployment and strong wage growth.
Our Portfolio's Performance
Amid this dynamic market landscape, our portfolio experienced impressive returns with a CAGR of 27.2% since inception.
Total Returns
Growth Picks - 182% vs S&P 500 - 86%
Compiled Annual Growth Rate
Growth Picks - 27.2% vs S&P 500 - 13.9%
30 out of 35 picks generating positive returns
19 out of 35 picks outperforming S&P 500Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any form. Please do your own research and seek advice from a qualified financial advisor. From time to time, I have positions in all or some of the mentioned stocks when publishing this article. This is a disclosure - not a recommendation to buy or sell stocks.