Category: Capital Commentary
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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.…
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Capital Commentart, 10/19/2024
In an action-packed week on the markets, The Numbers navigated through a kaleidoscope of performances with its portfolio of eight equities, leading to a marginal overall gain of 0.18%. While the S&P 500 posted a mere 0.05% return, The Numbers managed to edge out a slight outperformance of 0.13% above the broad benchmark. The portfolio…
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Capital Commentary, 10/11/2024
In the past week, The Numbers showcased a spectrum of strategies across its 20-stock portfolio, navigating through an eddy of market ebbs and flows to land a modest overall gain of 0.52%. Notably, this placed the portfolio’s performance at 0.66% ahead of the S&P 500, which experienced a slight contraction of -0.14%, highlighting the astute…
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Capital Commentary, 10/7/2024
In the past week, The Numbers showcased a spectrum of strategies across its 20-stock portfolio, navigating through an eddy of market ebbs and flows to land a modest overall gain of 0.52%. Notably, this placed the portfolio’s performance at 0.66% ahead of the S&P 500, which experienced a slight contraction of -0.14%, highlighting the astute…
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Capital Commentary, 9/28/2024
This past week, The Numbers portfolio demonstrated a robust strategy with an impressive 80% success rate on its trades, outperforming the S&P 500 by a margin of 0.54%. Let’s delve into the vibrant dynamics of the equities that shaped our week. Starting on a strong note, PayPal Holdings surged with a remarkable 5.59% return. This boost can be attributed…