How Our Market Analysis Helped Investors Avoid Major Losses in the Recent Market Drawdown

While March often signals a beautiful renewal in nature, it was anything but beautiful for the stock market. In just one month, the S&P 500 index and Nasdaq 100 Index dropped 6% - 8 %, and many technology stocks plunged more than 20%.

But if you had followed the Hoperation Fund’s Market Analysis over the past two months, you could have significantly reduced your losses—and protected your capital.

What We Recommended Before the Market Drawdown

In the Market Analysis of Hoperation Fund Meeting on March 2, we suggested the following position size:

• Stocks: 30%–40%

• Cash/Short-Term Bonds: 30%–40%

• Gold: 5%–10%

If Follow Our Suggestions in Hoperation Fund’s Market Analysis

Let’s look at how your portfolio would have performed in March if you followed our March 2nd position size suggestion. Assume you made the following capital allocation based on our suggestion:

• 40% in S&P 500 ETF (SPY)

• 40% in short-term bonds (BIL)

• 10% in Gold ETF (GLD)

• 10% in cash

Your portfolio performance as of March 28 is -1.77%.

Compare that to the broader market:

• S&P 500 Index: -6.27%

• Nasdaq 100 Index: -7.69%

• TSLA: -10.05%

• NVDA: -12.20%

• AAPL: -9.90%

• MSFT: -4.58%

• GOOGL: -9.26%

By adjusting your stock exposure in time, you would have avoided the brunt of the correction. This strategic shift not only helped protect your portfolio—it also gave you the flexibility to invest in high-quality stocks at better prices moving forward.

Want to Know How We Do It?

If you're curious about how we develop our market outlooks and make asset allocation decisions, check out our blog here: The Quant Model Behind Hoperation Fund’s Market Outlook