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Weekly Portfolio Review: Key Trades, Market Risks, and Strategies for Mid-January
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Weekly Portfolio Review: Key Trades, Market Risks, and Strategies for Mid-January

Mid-January Market Insights: Portfolio Updates and Risk Analysis

Explore last week’s market highlights, key trades, and risk assessment for the upcoming week. Learn about my latest portfolio moves, including positions in ExxonMobil, CrowdStrike, and Treasury Bonds, and gain insights into market strategies as we approach January’s economic events and presidential inauguration.

Watch it on YouTube:

Complete Portfolio Report: https://menyhartmedia.com/2025/01/11/auto-draft/

00:00 - Start

00:21 - What happened in the markets last week

00:54 - Exxon mobile (XON) Stock Analysis

01:49 - CrowdStrike (CRWD) Stock Analysis

03:03 - Uber (UBER) Stock Analysis

03:41 - GE Vernova (GEV) Stock Analysis

04:13 - Visa (V) Stock Analysis

05:15 - Nvidia (NVDA) Stock Analysis

06:06 - Constellation Software (CSU) Stock Analysis

08:45 - US Treasury Bonds (TLT) Stock Analysis

10:26 - Adobe (ADBE) Stock Analysis

11:33 - What will the markets do next week

14:33 - Next week economic events preview

15:54 - Outro

Another week in the markets has passed, bringing exciting developments and portfolio adjustments. From economic events to strategic trades, here’s a detailed review of what happened, the rationale behind my decisions, and a market outlook for the coming week.

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