April 2025 Year in Review

Notable Picks

Over the past year, my portfolio has gained 5.14%, which is a solid return but lags behind the S&P 500’s 8.94% gain. This tells me that my holdings have been more volatile or less efficient compared to the broader market.

Here are a few takeaways from my performance:

  • Risk Exposure: My portfolio has shown more volatility than the S&P 500, which makes me wonder if I’m holding higher-beta stocks or concentrated positions.
  • Diversification: Since my portfolio isn’t tracking the S&P 500 closely, I may have sector-specific exposure. Am I overweight in certain industries?
  • Investment Strategy: If my goal is to outperform, I need to assess whether I’m focusing on growth stocks, value stocks, or a thematic approach. Fine-tuning my allocations could improve results.

Overall, I’m pleased that I’m in positive territory, but I see room for optimization. Moving forward, I’ll be analyzing my holdings more closely to refine my strategy

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