📈 𝗪𝗲𝗲𝗸𝗹𝘆 𝗥𝗲𝗰𝗮𝗽 20th April 2025

Week Ending 20th April 2025

Hello everyone! 👋 Another week has flown by, and I wanted to share my thoughts on the market’s performance and how the Santiago1000 portfolio navigated it. Despite the broader market volatility we saw, we stuck to our long-term vision — and I believe that consistency continues to pay off.

Whether you’re already copying my strategy or still watching from the sidelines, my aim is always to give you value and clear insights. And with a proven 5-year performance of +149.32%, I’m genuinely proud to say this strategy continues to outperform the S&P 500 Index by over 80%. 🚀

🌍 𝗔 𝗪𝗲𝗲𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗨𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆

This past week, global markets were particularly focused on the continued implications of rising tariffs and digesting cautious corporate outlooks ahead of key earnings reports. This certainly contributed to some choppiness, with the S&P 500 falling -1.5%, the Dow Jones down -2.7%, and the Nasdaq off -2.6%.

It’s precisely in these volatile periods that a well-thought-out, diversified strategy proves its worth. While some sectors felt the pinch from these macroeconomic headwinds, others showed resilience. This is why I maintain a balanced portfolio across various areas, not just focusing on one trend or region. My portfolio held relatively solid, rising +0.4% for the week, demonstrating this resilience.

✅ 5-Year Return: +149.32%

📈 Outperforming the S&P500 by over 80%

⚖️ Twin Momentum Strategy with quarterly rebalancing

Our commitment to smart diversification and active risk management continues to be key in delivering consistent results, even in challenging environments.

💼 𝗪𝗲𝗲𝗸𝗹𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼

Despite broader market weakness, the portfolio held strong, reflecting our sector and geographic diversification, combined with a focus on quality stock selection. Let’s take a closer look at some of the key players and developments this week:

JPMorgan Chase & Co. (JPM): Reported a strong Q1, beating expectations with an EPS of $5.07 (versus an estimated $4.65) and robust revenue of $46.01B. The bank also raised its Net Interest Income forecast — a bullish sign for our finance holdings, including Berkshire Hathaway B (BRK.B) and the Financial Select Sector SPDR Fund (XLF).

Alphabet (GOOG), Meta Platforms (META), Apple (AAPL), Microsoft (MSFT): Tech remains a core part of our allocation. While these giants saw a slight pullback, I view it largely as healthy profit-taking after their recent strong run. Their long-term growth trajectories remain compelling.

Netflix (NFLX): Added 3.5 million subscribers this quarter, which was slightly below some analyst expectations, but I’m still very optimistic! Crucially, the streaming giant beat earnings forecasts and is projecting solid 15.4% revenue growth next quarter, clearly showing its strength in a competitive market. I firmly believe in its unmatched content moat and long-term growth potential.

Nvidia (NVDA): News regarding potential AI chip export restrictions to China certainly led to a sell-off in the stock. However, I view this as short-term noise impacting sentiment. Nvidia’s positioning at the forefront of AI technology is unmatched in my opinion, and I’m holding onto our position.

General Electric (GE), Rolls-Royce Holdings (RR.L), Leonardo S.p.A (LDO.MI), Howmet (HWM): Our exposure to the Aerospace and related Transportation sectors saw mild pressure this week, but the fundamental outlook remains attractive as global travel demand continues its recovery.

Bitcoin (BTC), Hedera (HBAR), Sui (SUI): The crypto market traded relatively flat this week. While volatility is a given in this space, the long-term fundamentals and potential for asymmetric upside are why I maintain our modest allocation here.

🧠 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗲𝗱 𝗚𝗿𝗼𝘄𝘁𝗵 𝘄𝗶𝘁𝗵 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺

My strategy is built on a few core principles:

✅ Diversification: Over 30 assets spread across key sectors like Tech, Financials, Healthcare, Aerospace, Consumer Staples, Consumer Discretionary, Utilities, Basic Materials, Business Services, and ETFs.

✅ Focus on Market Leaders: Investing in established companies with strong competitive advantages.

✅ Global Exposure: Positions not just in the US, but also Europe (UK, Italy – Poste Italiane (PST.MI), Spain, Germany), providing exposure to different economic cycles and opportunities. We even have some Asian exposure through holdings like CTT – Correios De Portugal (CTT.LS) (Portugal, but international operations) and Xiaomi (1810.HK).

This is all aligned with my Twin Momentum approach – balancing growth potential by entering strong trends while actively managing risk through diversification and careful timing.

𝗠𝘆 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 & 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝗶𝗼𝗻

Personally, I’m very pleased with the portfolio’s performance this week, particularly its ability to weather the market downturn better than the major indices. Despite the short-term volatility driven by macro factors, the overall strategy has proven solid. I believe that diversification—across sectors, geographies, and asset classes—provides the essential insurance needed to navigate uncertain times like these.

I remain optimistic about the long-term prospects. The fundamentals behind our key holdings are strong, and I’m confident that maintaining a disciplined, long-term approach will continue to pay dividends for copiers. While the global economic outlook suggests some challenges ahead, there are also plenty of opportunities for those who are patient and strategically invested.

📢 𝗡𝗼𝘁 𝗬𝗲𝘁 𝗖𝗼𝗽𝘆𝗶𝗻𝗴?

If you haven’t yet copied the Santiago1000 portfolio, I encourage you to consider taking advantage of its proven track record. With a five-year performance of +149.32% and a significant outperformance of the S&P500 by over 80%, I believe the investment thesis remains compelling. It’s a balanced approach combining strong performance aspirations, clear communication, and prudent risk management.

You can find my eToro profile and the option to copy me directly here: https://etoro.tw/46ogtDS

I encourage you to reach out with any questions or comments below—I’m here to help foster a community of engaged and informed investors. Let’s keep the conversation going and work together towards smarter investing.

Cheers,

𝗦𝗮𝗻𝘁𝗶𝗮𝗴𝗼