In a week marked by volatile market movements, The Numbers portfolio showcased its adept navigation through the financial seas by clocking an impressive overall gain of 1.55%. This is especially noteworthy when compared to the S&P 500’s performance, where the index rose by a more modest 1.32%. This outperformance by 0.22% is a testament to well-calibrated decisions regarding sector rotation and asset selection.
Leading the charge for The Numbers was the decision to go long on the Silver Trust iShares ETF, which emerged as a shining star with a stellar return of 7.88%. Recently, silver’s appeal as a hedge against inflation and its industrial demand in tech and green energy applications have boosted investor sentiment. This strategic long position capitalized on these supportive dynamics, affirming the ETF’s role in delivering robust returns.
Not far behind, our long position in the Vaneck Semiconductor ETF yielded a solid 4.41% return. The semiconductor industry has been on an upswing, driven by relentless global demand for chips across industries—from automotive to artificial intelligence. This ETF captured those sector-wide tailwinds beautifully, providing a well-deserved uplift to our portfolio’s performance.
The Gold SPDR ETF also contributed positively, gaining 1.32% over the week. Gold’s traditional status as a safe haven asset continued to attract investors amidst global geopolitical tensions and fluctuating market sentiments, justifying our confidence in this precious metal.
Energy stocks, represented by the S&P 500 Energy Sector SPDR ETF, delivered with a 2.08% return. With oil prices remaining elevated, the energy sector has been a hotbed of activity, benefiting from supply-side constraints and strong demand recovery. Our timely long position in this sector ETF was well-placed to ride these trends.
Similarly, the S&P 500 Financials Sector SPDR ETF added 1.59% to our portfolio’s returns. The financial sector enjoyed tailwinds from expectations of higher interest rates, which promise to expand net interest margins for banks and lending institutions. This macroeconomic backdrop underpinned the ETF’s gains.
On a more subdued note, the S&P 500 Consumer Staples Sector SPDR ETF saw a smaller return of 0.14%. While consumer staples generally exhibit resilience and stability, this sector has seen mixed performances amidst rising costs and changing consumer habits post-pandemic, resulting in a moderate gain.
Overall, The Numbers achieved a high success rate this week with 83% of its trades resulting in positive returns. This performance underscores a strategically diversified approach with an acute awareness of sectoral trends and macroeconomic dynamics—providing a clear demonstration of how calculated foresight can turn market opportunities into tangible returns.