May 25 Review – Surging Ahead & Seizing Opportunities!

Hello everyone,

It’s Santiago here, and I’m thrilled to bring you my monthly update for May 2025. It’s been an absolutely cracking month for the portfolio, and I’m excited to share the insights, performance highlights, and my outlook as we move into June.

First things first, let’s talk numbers because, ultimately, that’s what we’re all here for. The Santiago1000 portfolio delivered an impressive +8.58% in May 2025. What’s even more pleasing is that this performance has helped solidify our long-term trajectory, with the portfolio now boasting a staggering +143.96% over the past five years. To put that into perspective, we’ve comfortably outperformed the S&P500 Index by over 60% over that same period.

And here’s a statistic I’m particularly proud of this year: Year-to-Date, the Santiago1000 portfolio has grown more than 14x the S&P500 Index! While the $SPX is up +0.51% YTD, Santiago1000 has surged to +7.50% YTD. This isn’t just outperformance; it’s a clear demonstration of our strategy’s ability to generate significant alpha, even in varied market conditions. Now, that’s what I call consistent, powerful growth!

May’s Standout Performers: Riding the Wave 📈

May was a fantastic month, largely driven by some stellar individual performances from key holdings within the portfolio. This really underscores the power of our diversified yet focused approach.

Here are some of the stars that shone brightest:

• DAVE Inc. ($DAVE): What a month for $DAVE! This stock absolutely soared, delivering an incredible +111.79%. This remarkable surge reflects the strong momentum in the business services sector, particularly for companies focused on consumer financial services. I’ve been confident in its potential, and seeing it deliver like this is immensely gratifying.
• Vertiv ($VRT): Our investment in $VRT saw a solid gain of +26.41%. As data centres and digital infrastructure continue to expand globally, Vertiv’s solutions are becoming increasingly critical. This performance highlights their strong position in a booming industry.
• NVIDIA ($NVDA): No surprise here, $NVDA continued its impressive run, climbing by +24.06%. The demand for AI and high-performance computing components remains relentless, and NVIDIA is undoubtedly at the forefront of this revolution. It’s a cornerstone of our tech allocation.
• Vistra ($VST): Our utilities holding, $VST, also had a fantastic month, up +23.87%. This demonstrates that even in traditionally stable sectors, there are significant opportunities for growth if you pick the right players with strong operational performance and strategic initiatives.
• Tesla ($TSLA): Rounding out our top performers, $TSLA saw a healthy rise of +22.79%. Despite the broader market noise, Tesla’s innovation in auto and energy continues to impress, and its long-term growth story remains compelling.

Navigating the Market: My Approach

As always, my strategy revolves around balancing growth potential with diligent risk management. I firmly believe in holding a diversified portfolio that taps into robust sectors and innovative companies. Therefore, you’ll see a blend of Computer and Technology ($META, $GOOG, $TMUS, $MSFT, $NVDA, $AAPL, $1810.HK), Aerospace ($RHM.DE, $LDO.MI, $HWM, $RR.L), Finance ($JPM, $BRK.B, $XLF), and other key areas like Transportation ($GE, $PST.MI, $CTT.LS), Utilities ($IBE.MC, $VST, $XLU), and Consumer Discretionary ($LRN, $NFLX).

May was a particularly interesting month in the financial news cycle. We saw ongoing discussions around inflation figures, with central banks signalling a more cautious approach to rate cuts. However, the market, particularly the tech sector, demonstrated resilience, partly due to strong earnings reports. The focus on AI development continued to dominate headlines, providing tailwinds for companies like NVIDIA. Moreover, supply chain optimisations and strong consumer spending, especially in certain discretionary areas, played a role. These broader economic trends, along with company-specific news, are always on my radar, informing my portfolio adjustments.

Earnings Season Insights & Looking Ahead

The earnings season in May offered some crucial insights. Many of our tech holdings demonstrated robust growth, confirming the strength of their underlying businesses. While some sectors faced headwinds, the overall picture from earnings pointed towards a resilient corporate landscape, particularly for companies with strong competitive advantages and clear growth pathways.

Looking ahead to the upcoming week and indeed, the rest of June, I remain cautiously optimistic. We’ll be keeping a close eye on inflation data and any new signals from central banks. Geopolitical developments are, as always, a factor to monitor. My strategy remains consistent: identify high-quality businesses with strong fundamentals and hold them for the long term, while being agile enough to seize shorter-term opportunities that align with our core investment philosophy. I’ll continue to monitor market sentiment, global economic indicators, and company-specific news to ensure the Santiago1000 portfolio is well-positioned for continued success.

Ready to Join the Journey?

If you’ve been following my progress and are looking for a portfolio that has consistently outperformed the market over the last five years, now is the perfect time to get involved. The Santiago1000 portfolio’s five-year performance of +143.96% speaks for itself – outpacing the S&P500 by over 60%. And with our YTD growth of +7.50%, outperforming the $SPX by more than 14x, the value is clear. Don’t miss out on the potential for continued strong growth.

You can learn more here: https://bullaware.com/etoro/Santiago1000

And to start copying immediately and take advantage of our proven strategy, simply click here: https://etoro.tw/46ogtDS

I’m always keen to hear from my copiers and followers. If you have any questions or comments about the portfolio, the market, or anything at all, please don’t hesitate to reach out. Building this community and sharing our success is what it’s all about.

Warm regards,

Antonio Santiago