Tag: Vistafolio
Portfolio Update: June 2025 — 12.55% in 6 Months and Still Hungry for Value
This past month has given us a burst of geopolitical volatility. But look past the media hysteria. For gutsy investors, this was a ‘sliding door’ moment to deploy cash.
Portfolio Update: May 2025 — TACO or AJAX? Up 3.14%
We have just experienced our best monthly performance in May since 2021. Here’s how we captured outstanding value by going against the grain.
Portfolio Update: April 2025 — Goodbye Black Monday
April was a month filled with breathtaking price swings. But heightened volatility also gave us heightened opportunity. Here’s how we captured the upside.
Portfolio Update: March 2025 — Holding Against the Grain
Beware the Ides of March. This past month has given gave us a plenty of menacing headlines. Here’s why we’re looking beyond the fear and seizing opportunity.
Portfolio Update: February 2025 — Up 6.15% in 2 Months
The Great Rotation is here. A bold new cycle is happening. Here’s how we’re preparing to catch this wave of exceptional opportunity.
Portfolio Update: January 2025 — The New World Order
A new presidential transition. A new balance of power. Here’s why a strong start to 2025 is giving us a unique opening to invest for greater value.
Portfolio Update: December 2024 — Opportunity from Venice
It’s been a extraordinary 12 months. As we wrap up the final investment stretch of 2024, let’s take a bird’s-eye view of the global opportunities ahead.
Portfolio Update: November 2024 — The Yo-Yo
A momentous US election gave us our fair share of volatility this month. Here’s why we used it as a golden opening to capture value.
Portfolio Update: October 2024 — Opportunity Gap
October has a reputation for being the most volatile month for investors. Here’s why we used it as a springboard to capture and consolidate value.
Portfolio Update: September 2024 — A Month to Remember
Surprise, surprise. We’ve just experienced our strongest September in five years. Here’s why courageous investors have reaped the benefits of ploughing in.
Portfolio Update: August 2024 — Rout, Recovery, and Opportunity
For savvy investors, this August proved to be one of the most fascinating months on record. Here’s how the smart money took advantage of this opportunity.
Portfolio Update: July 2024 — Bull Market Builds…Up 7.9%
Like a breath of fresh air, we are seeing a new rejuvenation in the market. Here’s why our clients are now reaping the benefits of being courageous.
Portfolio Update: June 2024 — A Defensive Vision
Last month gave us a generous surge of fear in Europe. Here’s why it actually turned out to be a rare chance to buy into value.
Portfolio Update: May 2024 — Bobbing Up
The interest-rate outlook for the Eurozone is starting to move the markets. For forward-looking investors, this final stretch could be a great time to capture value.
Portfolio Update: April 2024 — Opportunity Dip
After five straight months of positivity, we saw a sharp drawdown in April. Was this a chance for cunning investors to lock in some bargain buys?