Quarter One Lookback

Midweek Update

Introduction

Hello all, and welcome in to yet another midweek update. As many of you know from my previous posts, I have not touched my portfolio through this turbulent time, and have been adamant about the trouble in the middle east being another blip in the road on this great bull run. This sentiment has kept me well protected from chop, as the majority of my exposure resides in datacenter equipment and legacy machine manufacturing names. This basket has been exceptional to start the year, with my portfolio standing versus the index looking like this:

YARTONDEX: +16%
Nasdaq: -5.16%
S&P 500: -3.74%
DJI: -3.21%

My portfolio is stock only, no leverage (including leveraged ETFs), and is comprised of 8 holdings. Blowing the indexes out of the water through what many are calling the most turbulent start to a year since covid feels good, but it’s not without its tribulations. In this article, I will be discussing market bottoms, my holdings (and why I hold them), expected outcomes in the middle east, and more. You’ll want to stick around and check out this action packed piece.