Global equities have done very well over the past three months, Friday’s drubbing notwithstanding. The S&P 500 has returned 4.5%, the Russell 2000 is up 6.5%, and the global ex-US index sports a 4.5% advance. Lagging (badly, I might add) is the S&P MidCap 400 Index. The SPDR S&P MIDCAPFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms ...

Investment Philosophy - The investment philosophy focuses on owning high-quality U.S.-based growth stocks, low-cost diversified index funds, and select alternative assets such as gold, silver, and cryptocurrency [1] - The portfolio is designed for long-term compounding, balancing conviction in individual companies with broad market exposure [1] Professional Background - The individual works in the IT and data space for a large private Consumer Packaged Goods (CPG) firm, specializing in analytics, data governance, and technology-driven problem-solving [1] - This background provides an edge in understanding large-cap technology companies, which are a core part of the equity holdings [1] Educational Foundation - The passion for finance began while earning an MBA in Finance, providing a strong foundation in fundamental analysis, accounting, and portfolio construction [1] - Engagement with the Seeking Alpha community has led to contributions of research and perspectives aimed at younger investors [1]

Core Insights - The S&P 500 index has reached all-time highs in 2025, benefiting investors significantly [1] Group 1 - The index's performance has been strong over recent years, indicating a positive trend for index investors [1]