Portfolio Returns for Jul 2024 - New All-Time Highs

I felt it would be good to track the returns regularly since they fluctuate occasionally depending on the stock market.

Here are the movements for this month. USA and SPY funds dropped a bit, but BCIP (STI ETF), CPFIS (also STI ETF),  and S-Reit ETF reached all-time highs. 

                                

For the Robo-Advisors, most retraced a bit from all-time highs. Syfe Reit bounced back a bit but remains the weakest of the weak. 

                                

Additionally, I think it will be interesting to see the breakdown of my portfolios in percentages (below). There is a component 'X' which I do not want to disclose for now. The concentration of 'X' over the last month has dropped from 15.6% to now 13.8% but is still too high. 

                                    

Market events over the last month: 

News says the odds of a rate cut in Sep 2024 by the Fed is at 100%! We will see, it will be laughable if they got it wrong.

https://www.cnbc.com/2024/07/16/traders-see-the-odds-of-a-fed-rate-cut-by-september-at-100percent.html

Anyway, my REITs and bonds portfolio is positioned for an anticipated rate cut. 

Once the Fed announces, I imagine it will be something like this:

Beast Titan Scream GIFfrom Beast Titan GIFs

Be patient.