The Numbers portfolio demonstrated a decisive edge over the S&P 500 this past week, outpacing the benchmark by 0.74% and delivering a cumulative gain of 0.47%, as strategic investments in select ETFs proved prudent.
Leading the charge was our position in Silver Trust Ishares ETF, where a spike in the precious metal’s allure resulted in a stellar 15.04% gain. This rally can be attributed to increasing market uncertainty and investors’ typical flight to safety, bolstering silver prices and, consequently, our holdings.
Meanwhile, riding the tech wave paid off significantly with our long position in Vaneck Semiconductor ETF, which climbed 6.88%. Semiconductor stocks continue to attract attention due to sustained demand in emerging technologies and ongoing supply chain recalibrations post-pandemic, boosting this ETF’s performance.
Our decision to go long on Gold SPDR ETF was validated with a 3.08% increase. Gold’s enduring status as a hedge against inflation—a recurrent theme in today’s monetary policy landscape—remained appealing to investors, further reinforcing its value.
We maintained a positive trajectory with our Emerging Markets Ishares MSCI ETF, capturing a 2.07% upswing. Emerging markets are perceived to offer attractive growth prospects as economies recover, enhancing their appeal to global investors seeking diversification.
While our bet on the Brazil Ishares MSCI ETF eked out a modest 0.55% gain, it reflects the broader sentiment of caution yet optimism in the country’s market due to political and fiscal reforms aimed at catalyzing growth.
Conversely, our position in China Largecap Ishares ETF sustained a slight setback with a 1.18% decline, as regulatory pressures and economic growth concerns weighed on market sentiment. Nevertheless, China remains an economic powerhouse, suggesting that this could be a mere blip in an otherwise compelling growth narrative.
Overall, the portfolio demonstrated a high success rate, with 82% of trades yielding positive results. This strategic alignment and astute choice of sectors—capitalizing on metals, tech, and potential growth regions—enabled The Numbers to outperform the S&P 500, which faltered with a -0.27% downturn this week. This broad success underscores the importance of targeted, informed investing in navigating volatile market waters.