DiscoverNorbert’s Wealth DomeMarket Update & Portfolio Strategy – July 2025 Edition
Market Update & Portfolio Strategy – July 2025 Edition

Market Update & Portfolio Strategy – July 2025 Edition

Update: 2025-06-29
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In this blog post, I’m breaking down the latest market news, geopolitical shifts, economic data, and my updated portfolio strategy including high-conviction stocks like Visa, Apple, AMD, Mastercard, and more. Plus, I’ll share key earnings takeaways and how I’m trading oil and bonds right now.

📰 Market Recap

The S&P 500, Nasdaq, and Dow Jones all hit new all-time highs as geopolitical tensions eased and trade optimism resurged. Major catalysts include:

* Ceasefire between Iran & Israel

* Reports of potential trade deals with China and India

* Dovish Fed comments and high expectations of rate cuts

* Explosive performance in AI and tech sectors (e.g. Nvidia, Oracle)

📊 Index Weekly Performance:

* S&P 500: +3.4%

* Nasdaq: +4.25%

* Dow Jones: +3.8%

🛢️ Oil Trade Breakdown

Tensions in the Middle East initially drove oil prices higher, but once de-escalation occurred, WTI crude dropped 13% to ~$65/barrel.

💼 My Trade:

* Bought a short on WTI on Monday (sold shortly after)

* Target buy range: $55–$60/barrel

* Preferred oil stock: Exxon Mobil (XOM) – decent dividend but still waiting for better technicals

💰 Economic Data & Fed Outlook

* Core PCE inflation rose slightly

* Consumer inflation expectations dropped

* Durable goods orders surged (especially aircraft)

* Fed rate cut probability: 92% chance by September

📉 Rate cuts would boost borrowing and market momentum.

📊 Earnings & Stock Picks

✅ Nike (NKE)

* Popped +20% on solid earnings

* MACD shows buy signal, RSI overbought

* Exiting this small position in my portfolio

🆕 Circle IPO

* Small starter position: 0.85% of my portfolio

* Down ~18%

* Watching for a potential re-entry after summer correction

💳 Mastercard (MA) & Visa (V)

* Re-entered Visa after its June breakout

* Bought 7 shares of MA at $468

* Bullish on both companies for the long term

📈 Portfolio Highlights

StockPosition %NotesLong-Term Bonds12%Waiting for rate cuts; yield ~4.31%Apple (AAPL)11.5%Expecting late-year rallyAMD9.3%Down currently, strong long-term playASML–Monopoly in lithography chipsGoogle (GOOG)–Bullish on AI + Gemini rolloutNovo Nordisk–Still holding; litigation ongoingUnitedHealth–Down but potential 30%+ annual returnBerkshire Hathaway–Long-term conviction buy

🧪 Watchlist

* Intel – Potential acquisition target

* Realty Income (O) – Oversold, watching for bounce

* Truist Financial (TFC) – Will exit on RSI overbought



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
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Market Update & Portfolio Strategy – July 2025 Edition

Market Update & Portfolio Strategy – July 2025 Edition

Norbert B.M.