Portfolio Returns for July 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. Surprisingly (or maybe not), BCIP and CPFIS portfolios, which consist of STI ETF rose quite a bit this month. Perhaps due to inflows with the restart of the US-Iran war.

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: 

• A chipmaker selloff gathered pace through the week, pushing the semiconductor group toward a bear market on worries that AI infrastructure spending is becoming hard to justify — the worst week for the sector since the April 2025 tariff meltdown, with the industry gauge down 20% from its record. Bloomberg

• A new AI model from Chinese startup Moonshot further spooked investors, with its "Kimi K3" launch seen as evidence China's AI capabilities are advancing quickly, pressuring U.S. tech valuations. BloombergThe Motley Fool

• Netflix also plunged on a disappointing revenue forecast, adding to tech-sector weakness. TheStreet

• US-Iran war restarted, with Trump saying the peace deal is off

• Geopolitical tension escalated, with U.S. Central Command striking Iran for a seventh consecutive night, and WTI crude rose 3.7% to $81.88/barrel on Middle East risk. TheStreetThe Motley Fool