Q1 2025 – What a Quarter!

Portfolio Returns Update

What an interesting three months we’ve had. Trump, Bitcoin, VAT hikes... crazy times!

The world has been anything but predictable lately - the markets have certainly echoed that sentiment, showing sharp volatility and mixed investor confidence.

Thankfully, we always take a long-term view. Our philosophy remains unchanged: zoom out, ignore the noise, and be consistent. Time in the market always beats timing the market.

Sentient Wealth: Investor Portfolio Updates

Below are your portfolio updates for the year so far. Asset Allocation for reference:

  • Conservative: 0% Equity, 100% Cash & Bonds

  • Cautious: 25% Equity, 75% Cash & Bonds

  • Moderate: 50% Equity, 50% Cash & Bonds

  • Aggressive: 75% Equity, 25% Cash & Bonds

  • Unconstrained: 100% Equity, 0% Cash & Bonds

Paul’s Personal (High-Risk) Portfolio

What a mixed bag! Despite its volatility, I remain bullish on Bitcoin — short, medium, and long-term. Let's see what Q2 brings.

As always, this is not financial advice, just my personal view on the future of the asset class. If you are looking for advice on traditional investments, such as stocks and bonds, feel free to reach out to me for a consultation.

Disclaimer: This is not financial advice.

Short-term Insurance

Exciting news! We’ve onboarded a short-term insurance expert as part of the Sentient Wealth team.

Short-term insurance covers everything from your car to your home and more. Whether you're looking to review your existing cover or take out a new policy for the first time, simply click below and we'll be in touch to assist you.

Thank you for trusting us with your wealth. If you have any questions, want to review your portfolio, or just want to chat about what’s happening in the markets, feel free to reach out anytime.

Warm regards,
Paul & Ingrid
Wealth Managers
Sentient Wealth

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