Insider Portfolio: Volatility Hedge Pays Off as TMC Surges Again
Weekly Inside Portfolio Update
Portfolio delivered 5.76% return amid rising volatility
VIX hedging paid off as markets tumbled and TMC extended its rally
1️⃣ Portfolio Performance
The equity market stumbled last week, battered by spiking Treasury yields and renewed trade tensions. President Trump’s tariff threats and a controversial tax bill sent shockwaves through Wall Street, with the S&P 500 falling over 2%. In contrast, our Insider Portfolio posted a robust 5.76% gain, significantly outperforming the benchmark.
The portfolio’s resilience came from two key sources: a sharp rise in our VIX hedge, and another strong week from The Metals Company (TMC). As volatility returned, we benefited from defensive positioning and selective exposure to key growth stories.
2️⃣ VIX Hedging Delivered as Fear Returned
The VIX—Wall Street’s famous “fear gauge”—jumped 13% last week, including a 6% spike on Friday, as investor anxiety surged.
🔍 What triggered the volatility?🔍
Trump Tariff Threats
25% tariffs on non-U.S. iPhones
50% tariffs on EU imports, effective June 1
Technology stocks were hit hard, as 🍎Apple dropped 3% and the Nasdaq recorded a 2% weekly loss.⬇️
Deficit Concerns
Trump’s proposed tax plan stirred concern over ballooning U.S. debt.
30-year Treasury yields spiked above 5%, a level not seen since 2008
Earnings Uncertainty
Multiple companies pulled or delayed their guidance, citing policy risks
📉All three major indices dropped over 2% for the week. While the market struggled, our allocation to VIX played a pivotal role in protecting and lifting our portfolio. The 13% surge in volatility not only offset equity risks but also helped us stay in positive territory—highlighting the strength of our diversified risk strategy🎉.
3️⃣ TMC Extends Rally on Milestone News
Following last week’s 17% gain, shares of The Metals Company (TMC) continued their strong momentum, rising another 27%.
💡 Why the surge?💡
Historic Milestone: Submitted the first-ever U.S. commercial permit for deep-sea mineral recovery.
Q1 Highlights: Lower exploration costs and a shift to long-term capital planning.
Media Attention: Wall Street Journal spotlighted TMC in a piece on deep-sea mining's $20T potential.💰
Analyst Boost: H.C. Wainwright rated the stock a “Buy” with a $5.50 target.
📈 Result: Investor confidence surged, with fundamentals, media narrative, and analyst support all aligning to drive price action.
Curious about the stocks we hold? Wondering how much weight we’ve placed in each one? Don’t miss this Friday’s premium edition — all will be revealed!
💡 For just $6/month (or £5/month), we’ll help you stay ahead of the trends that matter most.
👉 Thanks for being part of our growing investor community. Join 36,000+ savvy investors who believe: "Your money deserves better."
This information is for guidance purposes and may become out of date at any given time. It is not investment advice. Investments can rise and fall in value. Genuine Impact won’t make any assessment of whether the investments you choose are appropriate or suitable for you. If you are unsure of the suitability of any investment, investment service or strategy, you should seek independent financial advice. Past performance does not indicate future results. Your capital is at risk.
Love what you’re reading? Share this newsletter with your network and help them stay ahead of market trends. 💼📈 Let’s build a community of savvy investors who are always in the know!
Instagram | X/Twitter | LinkedIn
Created by Genuine Impact