Portfolio Performance - June 2025
This month brought a mix of central bank decisions, heightened geopolitical tensions, and market volatility. Amid the drama, cautious optimism persisted as investors sought opportunities in a turbulent landscape. Here's a breakdown of the key events and market trends shaping the markets
Summary Highlights
Central Banks Hold Rates Steady: The Federal Reserve and Bank of England maintained their benchmark rates, while internal divisions on future rate cuts widened.
Geopolitical Tensions in Focus: Escalating Iran-Israel conflict drove market volatility, with oil prices surging before stabilizing.
Central Banks Hold Steady
Central banks across major economies opted to hold interest rates steady this week, reflecting a cautious approach amid economic uncertainties. The Federal Reserve left its benchmark rate unchanged at 4.25%–4.50% for the fourth consecutive meeting. However, the June dot plot revealed growing divisions, with some officials advocating no rate cuts this year, while others anticipate two reductions.
Fed Chair Jerome Powell emphasized the need for patience. Meanwhile, Federal Reserve Governor Christopher Waller hinted at the possibility of rate cuts as early as July, citing positive inflation trends.
Geopolitical Tensions Drive Volatility
The Iran-Israel conflict escalated sharply, with an Iranian missile attack on a hospital in southern Israel leaving hundreds wounded. In response, President Trump announced that a decision on potential U.S. military intervention would be made within two weeks, signaling a move toward negotiation. European officials, meeting with Iran in Geneva, described the situation as “perilous” but saw a narrow window for peaceful resolution.
Global markets reacted to the rising tensions, with oil prices initially spiking before settling at $73 per barrel by week's end. The heightened geopolitical risks added to market volatility, reinforcing the appeal of safe-haven assets like the U.S. dollar.
Our Portfolio's Performance
Amid this dynamic market landscape, our portfolio experienced impressive returns with a CAGR of 23% since inception.
Total Returns
Growth Picks - 165% vs S&P 500 - 84%
Compiled Annual Growth Rate
Growth Picks - 23% vs S&P 500 - 11.8%Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any form. Please do your own research and seek advice from a qualified financial advisor. From time to time, I have positions in all or some of the mentioned stocks when publishing this article. This is a disclosure - not a recommendation to buy or sell stocks.