June has been another good month for the portfolios, both of which outperformed the S&P 500 and Nasdaq 100. Looking at the 1-month S&P 500 heat map from Finviz, the outperformance might’ve come from Tesla (TSLA), Nvidia (NVDA) and Apple (AAPL) among portfolio holdings. Hope the party continues in July. Markets seem to be brushing off the prospects of 2 more rate hikes, after an initial knee-jerk reaction. I think many now realise that the Fed pausing and reaching terminal interest rate level soon is probably bullish for stocks. Recessionary fears seem to have faded into the background for now. That said, the market might just be continuing to rally in absence of any bad news. A lot of focus has been on how narrow the bull market has been so far, with the ‘Magnificent Seven’ stocks – Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Tesla, and Meta Platforms – accounting for the bulk of the S&P 500 YTD performance so far. That said, both portfolios are...