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

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 - OutroAnother 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe