Category: Capital Commentary
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Capital Commentary, 5/31/2025
In an eventful week for The Numbers’ portfolio, ten equities were traded that captured the market’s volatility and trending sectors. The bullish stance on technology and financial sectors proved to be strategic, spearheading a commendable overall portfolio return of 2.59%, significantly outperforming the S&P 500’s decline by a robust 2.89%. Leading this charge was the…
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Capital Commentary, 5/17/2025
In a bustling week of market activity, The Numbers portfolio demonstrated a keen sense for navigating the complex world of equities, yielding a commendable overall gain of 2.24%. This placed it slightly ahead of the S&P 500, which climbed 1.92% during the same period, and marked The Numbers’ performance as 0.32% superior to the benchmark.…
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Capital Commentary, 05/10/2025
Over the past week, The Numbers executed trading strategies involving 26 equities, demonstrating both adept insight and a few missteps. While the overall gain was 2.22%, the portfolio lagged behind the S&P 500 by 0.67%. The performance provides an intriguing snapshot of the diverse forces at play in the market. Our long position in Wells…
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Capital Commentary, 5/3/2025
Over the past week, The Numbers executed trading strategies involving 26 equities, demonstrating both adept insight and a few missteps. While the overall gain was 2.22%, the portfolio lagged behind the S&P 500 by 0.67%. The performance provides an intriguing snapshot of the diverse forces at play in the market. Our long position in Wells…
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Capital Commentary, 4/19/2025
In the past week, The Numbers had a stellar performance, deftly navigating a turbulent market and making astute investment decisions in the gold sector while strategically shorting corporate bonds amidst a downturn. Let’s delve deeper into why these trades might have been favorable plays for investors. Initiating a long position in the Gold SPDR ETF…
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Capital Commentary, 4/5/2025
The Numbers navigated through a turbulent financial week, trading 39 equities with a keen eye on global and sector-specific shifts. The portfolio outperformed the S&P 500, which dipped by 9.67%, by managing a smaller decline of 3.78%. A closer look into the trades reveals both strategic successes and some bumps along the way. Top performers…
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Capital Commentary, 3/29/2025
Turning the spotlight on the recent performance by The Numbers, it’s clear that even within a volatile week, some strategic long positions proved fruitful. Leading the charge was Tesla, surging by an impressive 9.40%. The electric vehicle titan’s strong performance could be attributed to bullish sentiment surrounding its innovative strides in the automotive sector. Advanced…
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Capital Commentary, 3/22/2025
In an impressive pivot from prior weeks, The Numbers demonstrates a strategically diverse approach in its portfolio management, with a fruitful venture into international markets and sector-specific ETFs. Significantly, we saw our bets on global market ETFs pay off, notably with the China Largecap Ishares ETF. Embracing optimism around China’s macroeconomic growth prospects, our long…
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Capital Commentary, 3/8/2025
In a week marked by market volatility, The Numbers skillfully navigated the ebbs and flows to achieve a modest triumph amidst the turbulent financial seas. Out of 17 boldly ventured investments, the portfolio managed to eke out a 0.52% gain while outperforming the S&P 500, which languished with a -1.34% return over the same period.…
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Capital Commentary, 2/22/2025
In the latest whirlwind week for The Numbers’ portfolio, the firm tactically positioned itself to ride the waves of varying market opportunities, achieving a series of impressive returns despite an overall negative net result across its trades. With carefully selected assets, the portfolio made strides that surpass the S&P 500’s less-than-stellar week, which saw a…