Investing Update: Hedge Fund Buys & Holdings
What I'm buying, selling & watching
Stocks had a good week. The S&P 500 gained 1.1% and the Nasdaq surged 1.5%. It was the best week for both indexes since January 9th, with the Nasdaq snapping a five-week losing streak. Small caps quietly led the pack, with the Russell 2000 up 1.8% on the week and now the clear YTD winner at +6.5%. The Dow lagged but still managed a modest 0.3% gain.
The catalyst? A Friday surprise from the Supreme Court, which struck down President Trump’s tariff program and gave investors a reason to buy. Trump responded quickly with a new 10% global tariff, but markets held their gains. Gold hit $5,130, up 17.4% on the year and a reminder that plenty of investors are still hedging against uncertainty rather than fully embracing the rally.
Market Recap
Weekly Heat Map Of Stocks
S&P 500 Top Performers YTD
