Category: Capital Commentary
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Capital Commentary, 8/10/2024
The financial landscape over the past week presented a mixed bag of results for The Numbers portfolio, illustrating the dynamic and sometimes unpredictable nature of the stock market. Starting on a high note, the portfolio saw commendable gains from strategic positions in several large-caps. Notable among these was Eli Lilly and Company, which soared by…
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Capital Commentary, 8/3/2024
This week in the world of finance, The Numbers fund experienced a nuanced journey with mixed outcomes in its equity portfolio. Engaging in strategic plays, the fund went long on shares from two significant sectors, defense and healthcare, through Raytheon Technologies Corporation and Bristol-Myers Squibb Company, both of which painted a contrasting picture in the…
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Equity Risk Management: How The Numbers Safeguards Your Investments
At The Numbers, we prioritize the safety and growth of your investments by employing comprehensive equity risk management strategies. Our meticulous approach to capital allocation ensures that every decision we make is backed by thorough analysis and proven methodologies. Here’s a closer look at how we manage risk to maximize your returns. Informed by Market…
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Capital Commentary, 7/27/2024
This week, The Numbers portfolio showcased a mixed bag in its equity trades, resulting in an overall balance between gains and losses, maintaining a steady 0.00% net change. Despite this apparent stillness, the portfolio outperformed the S&P 500, which dipped by 1.84%, underscoring a relatively robust strategy amidst market fluctuations. Diving into the specifics, Caterpillar…
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Capital Commentary, 7/20/2024
The Numbers certainly had an eventful week on the stock market, trading in a diverse portfolio of 6 equities. Let’s break down the action. Taking the helm with Tesla, it was a wild ride as our long position soared by a remarkable 12.42%. The electric vehicle giant clearly revved up its performance, likely driven by…
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Capital Commentary, 7/13/2024
In a week full of market twists and turns, The Numbers navigated through 2 trades in its portfolio. Let’s dive into the performances of these selected equities. Bullish on Tesla, The Numbers rode the electric vehicle wave, resulting in a dazzling return of 12.42%. As Tesla continues to dominate the EV market with innovative technology…
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Capital Commentary, 7/6/2024
In the past week, The Numbers has been actively trading a diverse portfolio of 8 equities, showcasing some interesting developments that are worth diving into. Let’s start with the star performer of the week – Tesla. Our decision to go long on Tesla paid off handsomely, delivering a stellar return of 9.73%. The electric vehicle…
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Capital Commentary, 6/29/2024
It was a mixed week for The Numbers portfolio, with a blend of losses and gains across 7 equities. Despite a rough patch for NVIDIA Corporation, experiencing a 7.83% loss, the tech sector seemed to be balanced by Oracle Corporation’s solid return of 2.90%. Meanwhile, Broadcom faced a minor setback with a 0.44% loss. The…
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Capital Commentary, 6/22/2024
In the past week, The Numbers were actively trading a portfolio of 7 equities, keeping things exciting in the financial realm. Starting with NVIDIA Corporation, unfortunately, our decision to go long on this stock led to a 3.97% loss. Perhaps market volatility played a role in this unexpected turn. On the bright side, our long…
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Capital Commentary, 6/15/2024
In the past week, The Numbers’ portfolio saw action in 6 equities that provided an exciting ride. NVIDIA Corporation, one of the leading companies in the semiconductor industry, saw its shares climb 4.60% following our decision to go long on the stock. This exceptional performance could be attributed to the company’s strong financials and its…