July is in the books, and markets continued to climb, hitting new all-time highs 📈
With earnings season in full swing and meme stocks making a comeback, it was another eventful month.
Which of our stocks outperformed? Which ones struggled? And what moves did we make this month? 👇 Check out our full July review for all the key insights!
What Moved the Markets in July?
It was another strong month for the markets, with all three major indexes hitting all-time highs again.
On the macro side, it was all about tariffs again. The U.S. made a new deal with the EU for a 15% tax on most European goods, and raised tariffs for countries like Canada (35%), Brazil (50%), and Taiwan (20%). Other countries quickly made last minute deals — and Mexico got a 90-day delay.
The Fed also got plenty of attention this month. Trump ramped up the pressure on Jerome Powell to cut rates, and even a fake resignation letter went viral on social media. But Powell didn’t give in and kept rates at 4.25–4.50%. A rate cut in September is still uncertain.
At the end of the month, there was a wave of deal activity. Palo Alto Networks announced it's buying CyberArk for $25 billion, and Synopsys finalized its acquisition of Ansys. In the meantime, Big Tech earnings impressed — especially Microsoft and Meta. Figma went public and jumped over 250% on its first day, making it one of the biggest IPO surprises of the year.
Meme stocks made a comeback too. Opendoor and Kohl’s surged, not on fundamentals, but simply because they were trending on X and Reddit.
There was plenty going on in the markets. Let’s take a look at how the major indexes performed this month:
S&P 500: +1.0% (+7.8% YTD) 📈
Nasdaq: +3.7% (+9.4% YTD) 📈
Dow Jones: +0.1% (+3.7% YTD) 📈
Portfolio Performances: How Did We Do?
Curious how our portfolios performed this month?
Let’s dive in — see how we stacked up against the S&P 500, Nasdaq, and Dow Jones, which stocks were the top performers, and what moves we made last month!
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