Hello Copiers, Followers, and eTorians!
Welcome to my portfolio update for August 2025.
Performance Overview
- August: +2.99%
- YTD: +7.49%
- 2024 Performance: +46.68%
- Risk Score: 5
- Active Copiers: 17
August 2025 – Market Recap
August was a positive month for U.S. equities.
- S&P 500: +1.91%
- Dow Jones Industrial Average: +3.20%
- Nasdaq Composite: +1.58%
Earnings season was a highlight. Apple and Amazon both exceeded revenue expectations, but cautious forecasts and rising cost pressures raised some investor concerns. Apple faces potential $900M in tariff costs and trimmed $10B from buybacks, while Amazon’s profit outlook pointed to higher spending. Despite this, AI-driven growth and capital investment remain the long-term focus.
Geopolitics also weighed on sentiment. As Trump’s tariff deadline loomed, only limited trade deals were secured, keeping uncertainty high for autos, semiconductors, and agriculture. Relief came when the U.S. extended tariff talks with China until November, preventing immediate escalation.
On the macro front, inflation eased slightly, with July CPI at 2.7%. Markets welcomed Fed Chair Jerome Powell’s Jackson Hole remarks, which strongly hinted at a September rate cut. This fueled optimism across equities.
Cryptocurrency Market
August was another milestone month for crypto, led by Ethereum’s 10-year anniversary and a fresh all-time high above $4,950. The rally was driven by expectations of U.S. rate cuts, ETF inflows, and institutional adoption. ETH is increasingly seen as the backbone of tokenised finance, attracting major players like BlackRock and Robinhood.
Bitcoin, however, showed weaker momentum, sliding back toward $112K after failing to hold its recent rally.
Portfolio Snapshot
Current Asset Allocation:
- 31% Stocks
- 41% ETFs
- 17% Crypto
- 11% Cash
My risk score has been 5 throughout the month, and it has been reduced from the previous months.
Outlook
Historically, September has been the weakest month for stocks, and seasonal caution is warranted. Markets will closely watch U.S. inflation data and the Fed’s policy decision. A confirmed rate cut could provide support, but lingering trade uncertainties and earnings revisions may add volatility.
My strategy remains the same: monitor the markets daily, make strategic adjustments, and maximise returns while keeping a medium-risk profile.
Recommendations for Copiers
If you’re considering copying my portfolio, here’s how to make the most of it:
- Invest a minimum of $2,000: This ensures proper diversification and mirrors my portfolio effectively.
- Focus on the long term: Keep the copy open for an extended period to benefit from compounding and market recoveries.
- Starting smaller? Begin with a lower amount and add funds later to build your investment.
Now is still an excellent time to start copying my portfolio or to add more funds if you’re already a copier.
Goals for 2025
- Outperform the S&P 500: Aim for another year of market-leading performance.
- Maintain a medium risk score: Balance risk and reward effectively.
- Achieve Champion Popular Investor status: Grow and strengthen our investment community.
Thank You
I want to take this opportunity to thank all my copiers for your trust and support.
Get started now
If you haven’t started investing in my portfolio yet, now is a great time to join.
Simply create an eToro account using this link and visit my eToro profile to get started.
Warm regards,
Federica Montella