Santiago1000 Weekly Portfolio Review
Ending July, 27
Hello, everyone, and welcome to my weekly portfolio review. It’s been another fantastic week on Wall Street, with the benchmark S&P 500 index hitting its 14th record close of the year at 6,388.64 points. This positive sentiment was largely fuelled by solid quarterly reports and favourable trade developments.
For me, this week was a powerful reminder of the importance of a disciplined, long-term investment approach. My portfolio has not only navigated this bullish environment but has also significantly outperformed the S&P 500 index by over 80% year-to-date. This performance is a direct result of my focus on robust, innovative companies, all while maintaining an average Risk Score below 5, which is ideal for those seeking security and consistent growth.
If you are a new investor, I encourage you to take control and start benefiting from this performance. By copying my portfolio, you can immediately align your strategy with a proven, low-risk approach designed for long-term asset accumulation.
Defining Asset Accumulation: My Philosophy 💡
For my audience, I want to be clear about what we are doing here. Asset accumulation is the steady process of building wealth over time. It’s not about quick wins, but rather about earning (compounding), saving, and investing money in financial assets that generate income or appreciate in value. This is the core of my strategy, and it’s why I focus on companies with strong fundamentals and a clear path to future growth.
Top Performers of the Week: A Closer Look 🌟
This past week, several of my holdings demonstrated remarkable strength, contributing to our overall success:
- $GEV (+12.19%): GE Vernova had a phenomenal week, driven by its Q2 earnings report. The company exceeded both earnings and revenue expectations, and management raised its full-year guidance. This is a clear signal that the demand for power and grid infrastructure solutions is exceptionally strong. Their strategic focus on electrification and decarbonisation is positioning them perfectly for a long-term “investment supercycle.” This is exactly the kind of disruptive, forward-looking company I seek.
- $GOOG (+4.38%): Alphabet’s Q2 results were a standout, demonstrating robust growth across the board, particularly in Google Cloud and Search. The company’s significant investment in artificial intelligence is clearly paying off, with their new AI-powered features driving strong momentum. For me, this shows that Google is not just adapting to the AI revolution but leading it, and its diversified revenue streams provide a strong foundation for future growth.
- $PLTR (+3.44%): Palantir continued its strong momentum, building on a stellar year. While their Q2 earnings report is still to come, the positive sentiment from their growing commercial business and strategic partnerships with major firms like Accenture is driving the stock higher. My recent detailed analysis on Palantir confirmed its position as a leader in operational AI, and this week’s performance validates that thesis.
- $GE (+3.16%): GE Aerospace’s performance is a testament to the strength of the aerospace sector. Following the separation of its energy business, GE is now fully focused on its high-margin aerospace and defence segments. Their strategic investments and recent contract wins, such as the one with Kratos to develop propulsion systems for unmanned aerial systems, showcase the company’s commitment to innovation and market leadership.
- $EXEL (+2.54%): Exelixis performed well as the market anticipates a strong Q2 earnings report next week. The company’s lead oncology drug, Cabometyx, continues to show strong sales growth, and analysts are optimistic about the company’s ability to beat consensus estimates. This positive sentiment and a strong product pipeline make it a valuable holding in my portfolio.
My Portfolio: A Diversified and Resilient Approach 🛡️
My portfolio is meticulously constructed to offer broad exposure while mitigating risk. In addition to the top performers, it includes a variety of assets across different sectors, such as:
- Aerospace: Holdings like $HWM, $GE, $RR.L and $LDO.MI provide exposure to a vital sector with long-term government and commercial contracts.
- Technology: Key tech giants like $META, $NVDA, and $MSFT balance out my exposure to innovative newcomers like $PLTR, creating a powerful blend of stability and high-growth potential.
- Finance and Utilities: $JPM, $IBE.MC, and $VST offer stable returns and diversification against market volatility.
- ETFs: My use of ETFs like $ARKW, $VOO, and $QQQ provides broad, low-cost exposure to market trends and thematic growth.
- Cryptocurrency: A small, strategic allocation to assets like $BTC, $HBAR, and $SUI is included to provide exposure to the future of digital finance without compromising the portfolio’s overall low-risk profile.
This diversification is the cornerstone of my risk management, ensuring that no single asset or event can derail our long-term strategy.
A Personal Reflection on the Week ahead 🙏
I was truly pleased to see the market’s positive reaction to a strong earnings season and encouraging economic news. The recent increase in the number of copiers on my portfolio, following the publication of my latest analysis, is a clear signal that my transparent and disciplined approach is resonating with a discerning audience. Building a strong social proof, by answering questions and interacting with my community on eToro and X (Twitter), has always been a priority. It’s a genuine pleasure to help my followers and copiers understand the logic behind my investment decisions.
Looking ahead, the market will be keenly watching for further earnings reports from major players. While the overall outlook remains positive, I will continue to be prudent, closely monitoring any shifts in macroeconomic trends that could impact our holdings. My strategy remains unchanged: identify high-quality assets with robust fundamentals and allow them the time to compound our returns.
Thank you for your continued trust and support. If you’ve not yet copied my portfolio, I encourage you to do so and join a growing community of investors focused on long-term, low-risk growth. Feel free to reach out with any questions or comments—I’m always here to help.
Santiago
