Welcome back to this month's update of the Moby Flagship Technology Portfolio!
If you're familiar with this strategy please skip down to the section labeled, "Performance Overview".
If you're new to this portfolio strategy, its goal is to outperform the market by primarily investing in tech companies that are undervalued, while also taking on less risk!
We do this by building algorithms that use Artificial Intelligence (AI) to find companies with above-average earnings and revenue growth but at normal or undervalued valuations.
That's so important right now because, it’s been several months since our last portfolio update, and in that time, the market has gone through significant shifts. When we last reviewed this portfolio in May 2024, our focus was on balancing high-growth tech with stable industrial and energy plays.
Since then, the broader market has faced volatility from interest rate uncertainty, sector rotations, and shifting investor sentiment. While some of our holdings have faced headwinds, our core investment thesis remains intact, and we’ve made adjustments to position the portfolio for the next leg of the cycle.
Past that, if you want a more in-depth explanation of how this strategy works, just read this post!
Therefore, today we're going to cover:
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The portfolio's performance.
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The stocks that performed well and the stocks that didn't.
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Trading updates.