Category: Capital Commentary
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Capital Commentary, 2/15/2025
In an eventful week for The Numbers’ portfolio, our strategic moves across nine equities yielded notable returns, outpacing the broader market comfortably. Our savvy investments were mainly buoyant with the gleam of precious metals and a strategic dab into equities and bonds, painting a diverse investment narrative. Leading the charge was our long position in…
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Capital Commentary, 2/8/2025
In the fast-paced world of financial trading, The Numbers showcased a noteworthy performance by engaging with 11 equities over the past week. Highlighting the portfolio’s deft maneuverability, let’s dive into the trades that defined this period. Gold proved to be shining brightly once again, as evidenced by strong performances from several gold-related assets in the…
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Capital Commentary, 2/1/2025
In a turbulent week marked by dynamic shifts in the financial markets, The Numbers’ portfolio navigated these changing tides with a mix of gains and losses, ultimately outperforming the S&P 500 by a margin of 0.48%. The portfolio showed a modest overall gain of 0.89%, with 56% of its trades proving successful over the period.…
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Capital Commentary, 1/25/2025
In an action-packed week for The Numbers’ portfolio, a diverse mix of equities and strategies produced engaging outcomes across its 12 monitored positions. The stars of the week were our long positions in Caterpillar, which rallied impressively by 10.16%, and Raytheon Technologies Corporation, posting a robust 8.87% gain. Caterpillar’s performance might be attributed to ongoing…
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Capital Commentary, 1/11/2025
In a high-turbulence week for global markets, The Numbers portfolio grappled with mixed results across its diverse range of investments, ultimately closing with a 1.06% loss. Despite this negative mark, the portfolio notably outperformed the S&P 500, which slid 2.50% over the same period. The strategy saw its brightest spot with NVIDIA Corporation, delivering a…
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Capital Commentary, 12/28/2024
In a mixed bag of results from the last week, The Numbers portfolio saw 12 equities traded, resulting in a razor-thin gain of 0.01%. The net performance was just shy of matching the S&P 500’s 0.05% rise, highlighting the challenge of outperforming the market benchmark in a week filled with variable outcomes. Taking a closer…
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Capital Commentary, 12/21/2024
In a week marked by market turbulence, The Numbers Fund grappled with a mixed bag of performances from its 27-equity portfolio. Despite some setbacks, however, strategic choices in specific securities helped the fund outperform the S&P 500. Leading the week’s highlights, our long position in Apple soared with an impressive 7.97% gain. This surge can…
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Capital Commentary, 11/30/2024
In an eventful week of trading, The Numbers took calculated positions in a diverse range of equities, leading to mixed outcomes. Here’s a concise wrap-up of our portfolio’s performance over the past week. Starbucks Corporation stood out as the week’s clear winner, juicing up our returns with a robust 7.39% gain. Investors were likely buoyed…
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Capital Commentary, 11/23/2024
The past week has presented a whirlwind of activity for The Numbers, unveiling a diverse array of performances across its equity positions. With 12 stocks under its belt, this week was characterized both by strategic wins and some surprising setbacks, ultimately leading to a modest overall gain of 1.03%. However, this was slightly below the…
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Capital Commentary, 10/25/2024
In an eventful week of trading, The Numbers’ portfolio ventured through a strategic mix of long and short trades across 11 equities, culminating in a slight portfolio decline of -0.71%. Interestingly, despite this net loss, our performance outpaced the broader S&P 500, which dipped by -0.79%, indicating a relative triumph in navigating this turbulent market.…