Portfolio Returns for Jan 2025

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

Here are the movements for this month. My cryptocurrency portfolio is unstoppable. Too bad it only represents 1.6% of my total portfolio.

                                

Same chart as above but converted to a column chart.

For the Robo-Advisors, it did go up again this month. However, Syfe Reit+ is still negative :( This is because Trump is re-elected as US President, and his policies are thought to be inflationary. As such, the Fed will likely have to maintain high interest rates for longer period of time, which is bad for REITs. 

Same chart as above but converted to a column chart.

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' is now 7.3% but is still too high. 

In terms of market events, recent inflation reports have been mixed, with some data indicating persistent inflationary pressures. This has led to a reassessment of the Fed's potential rate-cutting trajectory, with some analysts suggesting that the central bank may pause or even consider rate hikes if inflation remains above desired levels.

https://finance.yahoo.com/news/fed-may-halt-interest-rate-123742607.html

Also recently there was a downturn in my portfolio. But following my past practice, I just did nothing until it recovers. Recovered it did, with this piece of news coming out, which indicates inflation is coming down:

https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html

With that, the stock market surged:

https://www.reuters.com/markets/us/futures-flat-caution-ahead-bank-earnings-key-inflation-data-2025-01-15/

I am reminded of the verse in Sun Zi's Art of War:

不动如山，动如雷震 （Unmoving like a mountain, moving like thunder）

I guess now is not the time to move yet.