Category: Capital Commentary
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Capital Commentary, 9/23/2024
In the whirlwind week that just wrapped up, The Numbers portfolio made some bold moves with mixed results, closing the period with a total gain of 1.82%. The performance subtly trailed that of the broader S&P 500 index, which edged up by 1.27%. Notably, half of the trades executed by The Numbers turned a profit,…
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Capital Commentary, 9/14/2024
Over the past week, a mixed bag of results shook up the portfolio of The Numbers, reflecting both the dynamic nature of the market and the selective gambles taken by the fund. Amid this period, we saw a general tilt towards gains in some sectors like technology and retail, though not without significant setbacks in…
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Capital Commentary, 9/7/2024
In a testing week for equities, The Numbers engaged with a triad of significant stocks, navigating through a turbulent market environment with discerning albeit challenging positions. Firstly, the portfolio took a bullish stance on Meta Platforms, despite it undercutting expectations with a modest retreat of 1.48%. This descent might be linked to concerns over advertising…
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Capital Commentary, 8/31/2024
In a whirlwind week for The Numbers portfolio, 22 diverse equities were actively traded with a mix of triumphs and setbacks. Among the frontrunners, JPMorgan Chase & Company emerged as a banking powerhouse, with shares soaring to secure a 6.18% gain. This leap could be attributed to robust fundamentals or potentially favorable sector news, positioning…
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Capital Commentary, 8/24/2024
This past week, The Numbers fund exhibited a keen eye for the tech sector, orchestrating trades across five key stocks and achieving an absolute performance enhancement compared to broader market indices. Starting with the star performers, NVIDIA Corporation rode the wave of enthusiasm in AI and gaming sectors, soaring to a 9.58% return. The company’s…
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Capital Commentary, 8/17/2024
This past week was lively for The Numbers’ portfolio, encompassing a wide array of sectors, from tech titans to traditional banking, with selective strategic plays that have yielded intriguing results. Highlights from our trades included a notable 6.12% return on NVIDIA Corporation, buoyed by the continued demand for their GPUs amidst the AI and gaming…
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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…