US Tech Remain Strong with the Expense of US Consumers

Recording of 12th Community Meetup; The US has won the tariff war, what is next when China is not giving in?

The tariff war started on 2 April 2025, when Donald Trump declared a national emergency and announced a universal 10% tariff on imports from all countries, plus reciprocal tariffs on every country.

The S&P500 crashed -19% in 2 months, everyone panicked.

Now that we are 5 months into the tariff war, it seems like the US has won the game against the whole world, except China. The S&P500 recovered 31% in 5 months to hit all time high, bringing the S&P500 10.8% YTD return in 2025. A roller coaster ride indeed.

This is a strong reminder of the Enhanced DCA strategy we shared with you, and if you implemented it with discipline, your YTD return will be 11.2%, slightly higher than the YTD return of S&P500.

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