May 2025 Investment Report

Market has recovered much of losses, but still stocks significantly off their peaks to be found.


Well, the SP500 index is up over 12% in the last month, and the ASX200 is up over 6%, both now with modest gains since the new year, though still a few points below the mid-February peak. Imagine if you had sold on the way down!

POTUS has walked back the Chinese tariffs another 3 months, giving markets an indication that he really is making it up as he goes along with little planning nor understanding of how all the economic factors are connected; interest rates, currencies, share valuations, bond yields and debt.

There are however still quality companies trading at a significant discount to their 12 month peaks. On the other hand, market volatility could return and some cash kept on the sidelines in a high interest savings account ETF might allow further volatility to be exploited. This ETF is not a recommendation, just one we found after much searching. In USD, it is currently paying 4.22% pa. It was surprisingly difficult to find a capital secure ETF with a reasonable interest rate and low fees. You’re welcome, but please do your own research to be sure it meets your needs.