Weekly Market Review
Hello everyone, and welcome to another weekly update on the Santiago1000 portfolio. It’s been a dynamic week in the markets, underscored by geopolitical shifts and some interesting individual stock movements. My aim, as always, is to provide you with clear insights and demonstrate how a thoughtful, risk-managed approach can yield robust results, even in turbulent times.
A Look at the Numbers: Consistent Outperformance
First and foremost, let’s talk performance. I’m truly pleased to report that the Santiago1000 portfolio continues its impressive trajectory. For the year to date, my portfolio has risen +8.05%, a truly significant outperformance when compared to the S&P 500 Index ($SPX500), which advanced by +1.62%. This means we’ve outperformed the S&P 500 by over 5 times YTD. This isn’t just a fleeting success; it’s a testament to the consistent strategy I employ.
Looking at the broader picture, over the last five years, the Santiago1000 portfolio boasts an accumulated return of a phenomenal +145.21%. To put that into perspective, this translates to an average annual return of approximately +19.64%, and a consistent average monthly return of about +1.5%. This long-term track record, outpacing the S&P 500 by over 60% over five years, truly highlights the resilience and growth potential within a diversified, risk-controlled framework.
Navigating Volatility with Santiago1000
This Week’s Key Movers & Market Dynamics
This past week, global markets faced a significant tremor as Israel launched strikes on Iran’s nuclear program and military leadership. Naturally, this ratcheted up geopolitical tensions in the Middle East, leading to a surge in oil prices and a general flight to safety.
However, even within this volatility, certain holdings in my portfolio showed remarkable strength. Tesla ($TSLA) rallied an impressive +10.22% this week. While the broader market was digesting geopolitical news and facing headwinds from policy changes (specifically, the US President eliminating California’s ability to regulate air emissions, which has implications for EV makers like Tesla), the company seems to have found some renewed momentum. I believe this could be a reflection of underlying demand resilience or specific positive catalysts that outweighed the macro concerns for now. Analysts currently have a ‘Hold’ consensus on Tesla, but the price targets vary, indicating differing perspectives on its future trajectory given recent developments. I remain confident in its long-term innovation and market positioning.
Furthermore, Royal Gold ($RGLD) saw a healthy gain of +3.62%. In times of geopolitical uncertainty, gold and precious metal streamers often act as safe havens, and this move validates that sentiment. As an investor with a diversified perspective, having exposure to such assets helps cushion the portfolio during periods of market stress. Analyst consensus on Royal Gold is currently a ‘Hold’, with various price targets reflecting the volatile nature of commodity markets, but many are upgrading their views given the current geopolitical landscape.
Finally, Microsoft ($MSFT) continued its steady ascent, adding +0.97%. As a core holding within my portfolio, Microsoft exemplifies stability and consistent growth, particularly with its continued strength in cloud computing and artificial intelligence. This is a testament to its robust business model, and analysts largely maintain a ‘Strong Buy’ consensus on Microsoft, projecting continued growth in earnings and revenue.
Conversely, we saw some pressure on sectors sensitive to rising oil prices and geopolitical fears, such as airlines and cruise lines. My portfolio’s strategic diversification helps mitigate these sector-specific headwinds.
Balancing Performance with Prudence: My Approach
You’ll notice that the Santiago1000 portfolio consistently maintains an average Risk Score below 5 over the last 12 months. This is a deliberate part of my strategy. For capital preservation is often as crucial as growth. A lower risk score signifies a more conservative approach, aiming for steady, reliable returns rather than chasing speculative surges. This philosophy, coupled with transparent communication on eToro and X (Twitter), has allowed me to build strong social proof and attract discerning investors seeking security alongside attractive performance.
Looking Ahead: My Outlook
As we move into the next week, the geopolitical landscape in the Middle East will remain a critical factor influencing market sentiment. We’ll need to monitor any further escalation or de-escalation of tensions. On the corporate earnings front, the Q2 2025 earnings season is certainly gaining momentum. Early indications from Zacks suggest an expected +5.1% earnings growth for Q2, a deceleration from Q1, with some sectors seeing estimate cuts. However, individual strong performers like Oracle ($ORCL) – not a top mover this week but certainly a strong recent performer – highlight that company-specific fundamentals can still drive significant value. My focus remains on identifying companies with strong underlying businesses and robust balance sheets, capable of navigating macro challenges.
I anticipate continued volatility, so a disciplined, long-term approach with a focus on quality assets will be paramount. I will continue to monitor the interplay between global news, economic data, and individual company performance, making tactical adjustments as needed to protect and grow your capital.
Take Control of Your Investments
For those of you who haven’t yet copied the Santiago1000 portfolio, I invite you to review my track record and consider the benefits of a strategy that has consistently outperformed the S&P 500 Index over five years. Don’t miss out on the opportunity to immediately take advantage of this proven performance.
You can learn more and copy my portfolio here:
🔗 https://bullaware.com/etoro/Santiago1000
I truly value the engagement within our community. Please feel free to reach out with any questions or comments you may have. Your insights are always welcome!
Warm regards,
Santiago
