📈 Portfolio Update – May 2025
A look at our portfolios, top performers, and key moves in May.
May is behind us – and what a strong month it was for our portfolios! 📈 Let’s take a look back: which stocks stood out, which ones underperformed, and what changes did we make to our portfolios? Check out our May recap for all the highlights and key insights from the past month!
Portfolio performances: how did we do?
Where April was a tough month for the markets, May brought a strong and welcome recovery. The biggest turning point came on May 12, when the U.S. announced a 90-day pause on new tariffs for China and the EU. That helped ease tensions and gave the markets a clear boost.
Not long after, more good news followed: the Producer Price Index (PPI) for April came in at just 2.3%, lower than expected. It was a clear sign that inflation is cooling, something investors have been hoping for.
Toward the end of the month, Trump once again spoke about new tariffs, including a possible 50% rate on EU imports. But the markets barely reacted. After months of strong statements that often lead to little action, most investors aren’t giving it much weight anymore.
May turned out to be a very strong month for the markets — the best since November 2023, and the strongest May since 1990. 📈
Let’s start with a quick look at how the major indexes performed this month:
S&P 500: +6.2% (+0.5% YTD)
Nasdaq: +9.6% (-1.0% YTD)
Dow Jones: +3.9% (-0.6% YTD)
Now, let’s take a look at how our portfolios performed compared to the three main indexes and what our top performers are.
The interesting thing is that we’ve tipped our No. 1 and No. 3 best performers from last month multiple times as the best buys over the past few months!🎯
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