𝐖𝐞𝐞𝐤𝐥𝐲 𝐒𝐮𝐦𝐦𝐚𝐫𝐲: 𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲
Transparency is a core principle of our strategy, so let's start with the facts: this was a challenging week for the portfolio. We closed at +𝟭.𝟱𝟰%, trailing the $NSDQ100 (+2.44%) and $SPX500 (+1.66%) amid broad market volatility.
To see the bigger picture, it's helpful to zoom out slightly. Our Month-to-Date performance remains strong at +𝟮.𝟱𝟵%, significantly outpacing both indices and showing resilience over a slightly longer timeframe.
But the real story is told by our long-term performance, which is the ultimate test of our "picks and shovels" strategy:
🔹 𝗬𝗲𝗮𝗿-𝘁𝗼-𝗗𝗮𝘁𝗲: We are at +𝟯𝟮.𝟮𝟯%, crushing the $NSDQ100's +18.34%.
🔹 𝗟𝗮𝘀𝘁 𝟭𝟮 𝗠𝗼𝗻𝘁𝗵𝘀: Our return is +𝟰𝟵.𝟮𝟮%, again, far ahead of the index's +25.87%.
These results are a direct reflection of our disciplined approach: investing in the essential infrastructure of the tech revolution and holding through volatility.
It's humbling to see this strategy resonating with more and more of you. This week, our community grew from 35 to 𝟱𝟮 𝗳𝗼𝗹𝗹𝗼𝘄𝗲𝗿𝘀—a +𝟰𝟴% increase! Thank you for your trust and interest.
Next week, the market will be watching the earnings reports from giants like $MSFT, $META, and $AMZN. It will be a key test of sentiment, and we are well-positioned for it.
If this transparent, long-term, and data-driven approach is what you're looking for, I invite you to follow the strategy to see how we navigate the weeks ahead.