📉 Weekly Portfolio Update | -4.6% vs S&P 500 +1.3%

A frustrating week, but one that highlights why short-term volatility is the price of long-term investing.

What drove the underperformance?

🌍 Geopolitical uncertainty: Markets continued digesting elevated tensions across the Middle East and Ukraine, while renewed focus on US–China trade, AI, and Taiwan kept investors cautious.

🏦 Higher-for-longer rates: Sticky inflation and elevated bond yields continued to pressure growth and high-multiple stocks, creating headwinds for software and AI names.

⛽ Energy & inflation: Although oil prices eased later in the week, energy markets remain fragile, keeping inflation expectations and overall market volatility elevated.

Portfolio thoughts

💻 INTU & ORCL — Software & Enterprise AI

❤️ CVS — Defensive Healthcare

🏗️ ACM — Infrastructure & Engineering

⚡ VST — Power & Electricity Demand

📱 APP — AI-Powered Ad Tech

☀️ FSLR — Long-Term Clean Energy

No single theme dominates the portfolio, which helps reduce concentration risk as market leadership rotates between growth, defensives, infrastructure, and energy.

Outlook: Staying patient. If rates begin to stabilize and geopolitical tensions ease, quality businesses with durable earnings could regain momentum. Until then, diversification and disciplined investing remain the priority.

#Investing #StockMarket #Portfolio #LongTerm #AI #Macro #Geopolitics #Diversification

$INTU $ORCL $VST $ACM $CVS $FSLR $APP