Monthly Portfolio Review | Jan, 2025

U.S. Stocks Surge in January - Broad Gains Reflect Economic Optimism

In January 2025, U.S. stock markets experienced notable gains, driven by investor optimism and strong earnings reports. The Dow Jones Industrial Average led with a 4.7% increase, while the S&P 500 and Nasdaq Composite rose by 2.7% and 1.6%, respectively. The rally was broad-based, with sectors such as healthcare, financials, and consumer staples showing significant strength. Notably, the Invesco S&P 500 Equal Weight ETF outperformed, indicating that gains were not limited to major tech companies. Overall, January 2025 marked a positive start to the year for U.S. equities, reflecting investor confidence in economic growth and corporate profitability.

January 2025 was a highly successful month for the portfolio, generating a profit of $18,577.63 and boosting the total portfolio value to $153,082.60, a 12.3% increase for the month and contributing to a remarkable 53.08% return over the last three months. This strong performance was driven by a combination of successful options and share trades, with 12 wins and 8 losses, demonstrating an effective trading approach despite some inevitable setbacks. Key winning trades included IBM (Bull Call, 102% return), NFLX (Bear Put, 75.56% return), and WMT (Bull Call, 56.35% return). While losses occurred, notably in LLY, AVGO, and AMD due to directional stock movements or early trade closures, the overall gains significantly outweighed these losses, resulting in a substantial net profit for the month

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