Weekly Update: Santiago1000
Hello everyone, and welcome back to my weekly update on the Santiago1000 portfolio! It’s been another exciting week in the markets, and I’m thrilled to share how we’ve performed. As always, my goal is to give you a clear, honest insight into what’s happening within the portfolio, demonstrating why I believe Santiago1000 is a fantastic choice for those looking for robust, long-term growth with sensible risk management.
A Strong Week for Santiago1000
I’m really pleased to report that this past week, the Santiago1000 portfolio rose a solid +1.81%. This is particularly encouraging when you consider that the broader S&P 500 Index ($SPX) also had a good week, advancing by +1.5%. Outperforming the market, even by a small margin, consistently adds up over time and is a testament to our diversified approach.
Why My Risk-Averse Strategy Works
For those who are new here, or perhaps still considering copying, I want to reiterate a core principle of the Santiago1000 portfolio: risk management. My portfolio maintains an average Risk Score below 5 over the last 12 months. This isn’t just a number; it’s a commitment. It means I’m actively working to ensure the portfolio attracts and retains conservative investors who prioritise security alongside growth. We aim for steady, sustainable gains, not wild, speculative swings. This balance is key to long-term success and attracting those who truly understand the value of capital preservation.
Speaking of attracting investors, it’s been incredibly rewarding to see the Santiago1000 gain significant traction recently. I’m delighted to share that upon publishing my latest analysis, the portfolio saw an increase of more than 10% in the number of copiers in just 15 days! This kind of growth is incredibly motivating and speaks volumes about the confidence you all place in my strategy.
Building Our Community: Your Questions Fuel Our Success
I truly believe that strong social proof is built on transparency and engagement. That’s why I dedicate time every day to answering your questions and interacting with followers both here on eToro and on X (Twitter). Your insights and curiosity help me refine my approach and ensure we’re all on the same page. This collaborative spirit is a cornerstone of the Santiago1000 community, and I wholeheartedly encourage you to reach out with any questions or comments you might have. Let’s keep the conversation going!
Santiago1000’s Long-Term Trajectory: Performance That Speaks Volumes
Now, let’s talk numbers because, ultimately, performance is what we’re all here for. And on that front, I’m genuinely proud of what we’ve achieved together:
- Accumulated return over 5 years: A remarkable +148.45%
- Accumulated return in 2025 (YTD): A solid +9.44%
- Average annual return: Approximately +29.69% per year
- Average monthly return: Approximately +2.47% per month
Let those figures sink in for a moment. Over the past five years, the Santiago1000 portfolio has consistently outperformed the S&P 500 Index by over 60%. This isn’t just about beating a benchmark; it’s about delivering significant real returns to my copiers. This long-term track record of outperformance, combined with our disciplined risk management, truly sets Santiago1000 apart.
Weekly Stars: Driving Our Performance
Every week, certain holdings shine, contributing significantly to our overall gains. This past week, I was particularly pleased with the performance of:
- DAVE Inc. ($DAVE): Surging by a fantastic +10.32%. This business services holding continues to show strong potential.
- Amplify Transformational Data Sharing ETF ($BLOK): An impressive +8.27% gain. As an ETF focused on blockchain technology, $BLOK offers exposure to an exciting and rapidly evolving sector.
- Vistra Corp. ($VST): Rising by a robust +8.13%. This utilities holding continues to demonstrate its resilience and value.
These individual successes, alongside the steady performance of our broader holdings, are what contribute to the consistent growth of the portfolio.
A Look at the Portfolio: Diversification is Key
Our portfolio is carefully constructed to include a diverse range of sectors and asset classes, aiming to mitigate risk while capturing opportunities. Here’s a glimpse of some of our current holdings, demonstrating our commitment to diversification:
- Technology & Computing: $META, $TMUS, $NVDA, $GOOG, $AMZN, $MSFT, $1810.HK, $AAPL (These giants continue to be cornerstones of innovation and growth).
- ETFs: $ARKW, $XLF, $BLOK, $EWG, $VOO, $XLU, $QQQ (Providing broad market exposure and diversification across various themes and sectors).
- Aerospace & Transportation: $RHM.DE, $GE, $HWM, $LDO.MI, $PST.MI, $CTT.LS, $RR.L (Exposing us to global industrial strength and recovery trends).
- Financials: $JPM, $BRK.B (Solid institutions providing stability and exposure to the financial sector).
- Consumer Discretionary: $LRN, $NFLX, $TSLA (Tapping into evolving consumer spending habits and innovation).
- Utilities: $VST, $IBE.MC (Offering defensive characteristics and steady dividends).
- Other Key Holdings: $DAVE (Business Services), $EXEL (Medical), $RGLD (Basic Materials), $UK-III (Private Equity), $BTC (Cryptocurrency – a calculated, smaller allocation to a high-growth asset class).
This broad mix helps us navigate different market conditions and ensures we’re not overly reliant on any single sector.
Weekly Financial News & My Outlook
This week, market sentiment continued to be influenced by ongoing discussions around interest rates, inflation figures, and geopolitical developments. Earnings season, while not in full swing, saw some key reports that provided insights into various sector health. I’m closely monitoring global economic indicators, particularly from the US and Europe, as these will significantly impact future monetary policy decisions.
Looking ahead to next week, I anticipate continued focus on central bank rhetoric and any new inflation data. My strategy remains unchanged: I will continue to identify high-quality companies and assets that offer strong fundamentals and growth potential, always with an eye on managing risk. I expect volatility to remain a factor, but I am confident in our diversified approach to navigate it effectively. I will be reviewing our positions diligently and making adjustments where necessary to ensure we’re best positioned for the weeks and months to come.
A Personal Reflection and An Invitation
This past week truly underscored the power of consistency and the value of a well-managed, diversified portfolio. The growth in copiers is an incredible validation, and it motivates me even further to deliver outstanding results for all of you. My commitment to transparent communication, robust performance, and diligent risk management remains unwavering.
For those of you who haven’t yet joined the Santiago1000 journey, now is the time to act! You can immediately start taking advantage of this five-year portfolio’s impressive performance, which has consistently outperformed the S&P 500 Index by over 60%. Don’t miss out on the opportunity to be part of a growing community focused on long-term wealth creation.
Ready to gain control of your investments?
- Learn more about Santiago1000 and my strategy: https://bullaware.com/etoro/Santiago1000
- Copy the Santiago1000 portfolio on eToro: https://etoro.tw/46ogtDS
I’m here for you! Please feel free to reach out with any questions or comments. Your engagement makes this community stronger.
Warm regards,
Santiago
