In 2025 U.S. equities delivered another strong year, with the S&P 500 rising +16.4%, its third straight year of gains above 15%. Solid consumer spending, a resilient economy, and rapid advances in artificial intelligence fueled the rally, particularly in the technology sector. Yet even in… Read More »Everest Formula 2025 Performance Report
In 2025 U.S. equities delivered another strong year, with the S&P 500 rising +16.4%, its third straight year of gains above 15%. Solid consumer spending, a resilient economy, and rapid advances in artificial intelligence fueled the rally, particularly in the technology sector. Yet even in… Read More »Everest Formula 2025 Performance Report
In 2024, the U.S. stock market experienced robust growth, with the S&P 500 achieving a +23.3% gain, marking its second consecutive year of over 20% returns. This performance was driven by strong consumer spending, a resilient economy, and significant advancements in artificial intelligence (AI), which… Read More »Everest Formula 2024 Performance Report
In 2024, the U.S. stock market experienced robust growth, with the S&P 500 achieving a +23.3% gain, marking its second consecutive year of over 20% returns. This performance was driven by strong consumer spending, a resilient economy, and significant advancements in artificial intelligence (AI), which… Read More »Everest Formula 2024 Performance Report
Gli ultimi mesi sono stati caratterizzati da uno slancio ancora maggiore rispetto alla già impressionante prima metà dell’anno. Analizzeremo l’andamento della Everest Formula rispetto agli indici statunitensi e le prospettive di mercato per i prossimi mesi.
The last few months have been characterized by even more momentum than the already impressive first half of the year. We will look at how the Everest Formula has performed relative to the U.S. indices and the market outlook for the months ahead.
For the first time since the beginning of its operational phase, the Everest Formula underperformed the S&P500, registering +6.5% and +0.7% in the 3- and 10-stock strategies, respectively, caused by the boom of mega caps and growth factor for the six-month period. The S&P500 returns +14.7% in the same period.
Per la prima volta dall’inizio della sua fase operativa, la Everest Formula ha sottoperformato l’S&P500, registrando un +6,5% e un +0,7% rispettivamente nelle strategie a 3 e 10 azioni, a causa del boom delle mega-cap e del fattore growth in questo semestre. Nello stesso periodo, l’S&P500 ha registrato un rendimento del 14,7%.
Everest Formula ha ottenuto una solida performance, battendo leggermente l’indice S&P500, nonostante l’indice abbia di per se registrato un’ottima performance. La strategia a 3 titoli ha registrato un guadagno consistente del +13,5%, mentre quella a 10 titoli ha guadagnato un più limitato +11,3%, ma con una minore volatilità.
Everest Formula had a solid performance, slightly beating the S&P500 index even though the index itself performed very well. The 3-stock strategy had a consistent gain of +13.5%, while the 10-stock strategy gained a more limited +11.3%, but with less volatility.
