Hello, fantastic ๐ฐ๐ผ๐ฝ๐ถ๐ฒ๐ฟ๐ and ๐ณ๐ผ๐น๐น๐ผ๐๐ฒ๐ฟ๐! ๐ It’s Santiago here, and I’m thrilled to bring you this week’s portfolio update. Your trust and support mean the world to me, so let’s get into the details! ๐๐
๐ ๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
โข ๐ช๐ฒ๐ฒ๐ธ๐น๐ ๐๐ฎ๐ถ๐ป: +0.85%
โข ๐ฌ๐ฒ๐ฎ๐ฟ-๐๐ผ-๐๐ฎ๐๐ฒ: +39.41%
โข ๐๐ฎ๐๐ ๐ญ๐ฎ ๐ ๐ผ๐ป๐๐ต๐: +57.16%
This week, our Santiago1000 portfolio showed solid growth, especially compared to the broader market. ๐ช๐ฐ
๐ ๐ง๐ผ๐ฝ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ:
$TSLA (Tesla Motors, Inc.): +9.32% ๐
$VST (Vistra Corp): +9.12% ๐
$AMD (Advanced Micro Devices Inc): +5.39% ๐ฅ
$NVDA (NVIDIA Corporation): +4.66% ๐ค
$SMH: +4.14% ๐ป
๐ ๐ช๐ฒ๐ฒ๐ธ๐น๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ข๐๐ฒ๐ฟ๐๐ถ๐ฒ๐:
The Santiago1000 portfolio rose by +0.85%, beating the S&P 500 (+0.6%), Nasdaq (+1.0%), and the Dow (+0.6%).
This weekโs portfolio rise of +0.85% is a result of strong tech performance. ๐ง๐ฒ๐๐น๐ฎ remains one of the strongest players in the electric vehicle market, and I see ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐ด๐ฟ๐ผ๐๐๐ต ๐ฝ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น there despite the short-term volatility. ๐ก๐๐ถ๐ฑ๐ถ๐ฎ continues to dominate in the AI chip space, and their growth outlook remains robust.
On the energy side,๐ฉ๐ถ๐๐๐ฟ๐ฎ ๐๐ป๐ฒ๐ฟ๐ด๐ also had a standout week with a +9.12% gain, benefitting from strong fundamentals and a steady demand for renewable energy solutions.
Iโm confident that the ๐ฑ๐ถ๐๐ฒ๐ฟ๐๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป in our portfolio is paying off and helping us navigate through the volatility in global markets.
๐ ๐ฆ๐ฒ๐ฐ๐๐ผ๐ฟ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
Information Technology: +1.1% ๐
Consumer Discretionary: +1.8% ๐๏ธ
Real Estate: -0.2% ๐ข
๐ ๐๐น๐ผ๐ฏ๐ฎ๐น ๐๐ป๐ฑ๐ถ๐ฐ๐ฒ๐:
London: +1.1% ๐ฌ๐ง
France: +3.9% ๐ซ๐ท
Germany: +4% ๐ฉ๐ช
China: +12.8% ๐จ๐ณ
๐ข๏ธ ๐๐ผ๐บ๐บ๐ผ๐ฑ๐ถ๐๐ถ๐ฒ๐:
Crude Oil WTI: -5.2% ๐ข๏ธ
Gold: +1.3% ๐ช
๐ช ๐๐ฟ๐๐ฝ๐๐ผ:
Bitcoin: +4.3% โฟ
Ethereum: +3% ๐
๐ง ๐๐ถ๐ป๐ฎ๐น ๐ง๐ต๐ผ๐๐ด๐ต๐๐:
Overall, itโs been a good week for the Santiago1000 portfolio. Iโm particularly pleased with our ๐ด๐ฎ๐ถ๐ป๐ ๐ถ๐ป ๐๐ต๐ฒ ๐๐ฒ๐ฐ๐ต ๐๐ฒ๐ฐ๐๐ผ๐ฟ, and I believe this momentum will carry into next week. As always, Iโm keeping an eye on broader market trends, especially with Chinaโs new stimulus efforts.
Feel free to reach out with any questions or thoughts on the portfolio. Letโs ๐ธ๐ฒ๐ฒ๐ฝ ๐ด๐ฟ๐ผ๐๐ถ๐ป๐ด ๐๐ผ๐ด๐ฒ๐๐ต๐ฒ๐ฟ! ๐๐
Untill next time,
๐ฆ๐ฎ๐ป๐๐ถ๐ฎ๐ด๐ผ
