Portfolio Returns for May 2026

I felt it would be good to track the returns of my portfolios regularly since they fluctuate frequently depending on the stock market.

Here are the movements for this month. USA portfolio went up sharply, because I took advantage of the SP500 all-time highs to sell off some of my bad-performing stocks. So as to do rebalancing. 

Movement for the Robo-Advisors:

                                            

Below are the time-weighted returns of the Income Funds. 

Additionally, I think it will be interesting to see the breakdown of my portfolios in percentages (below). 

Market trends from the last 30 days: 

• Equities rallied strongly, led by AI and tech

• U.S. indices like the S&P 500 and Nasdaq climbed sharply, powered by enthusiasm around AI infrastructure and semiconductor demand.
• Mega-cap tech companies such as NVIDIA, AMD, and Microsoft were key drivers.
• However, gains became increasingly concentrated in a small group of stocks, which can make markets more fragile.
• SP500 reached all-time highs

• Inflation fears returned

• Stronger-than-expected inflation data caused markets to worry that central banks may delay interest-rate cuts.
• Investors began repricing the “higher for longer” interest-rate scenario.

• Oil prices surged due to geopolitical tensions

  • Crude oil prices jumped above $100/barrel amid Middle East supply concerns.
  • Rising oil prices increase inflation pressure and can slow consumer spending.
  • Energy stocks outperformed while broader markets weakened late in the month.