📈 Portfolio Update – January 2025

A look at our portfolios, top performers, and key moves in January.

The first month of 2025 is behind us! How did our portfolios perform in January? Which stocks soared, which companies faced challenges, and what moves did we make? Dive into our full January recap!

Portfolio performance: how did we do?

Let’s first take a look at how the major indexes performed in January. Overall, the markets showed strong results, with one standout performer:

• S&P 500: +2.7%

• Nasdaq: +1.6%

• Dow Jones: +4.7%

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