A Bountiful Harvest

Hello everyone! Welcome to the November, 2025 edition of the boodle blog. If you’re a new member, we welcome you to the boodle family. If you are a returning member, we thank you for your faith in our company.
At boodle we believe that the person best qualified to manage and grow your money is you, and we act as your guide on the road to financial enlightenment and wisdom.
Before we offer our opinion on what you should expect from the market in the coming days & weeks of November, we will take a look back at October’s results and see if the market delivered our members tricks or treats.

Looking at the indexes, the market performed very well last month. The DOW rose 1.72% while the S&P 500 added 1.85% and the NASDAQ took the win with a 4.15% gain. No tricks in those gains, just treats for our members.
Since January 2 of 2025 the DOW is ahead by 11.80%, while the S&P 500 is up 16.30% for the year. The tech-heavy NASDAQ continues to lead the pack with an impressive year-to-date return of 22.86% ; a very impressive return!
During the month of October, we saw several large-cap tech companies add to their trillion dollar market cap size. Microsoft, Apple, and NVIDIA are all multi-trillion dollar companies.
Meanwhile, in Washington D.C. Congress remains hopelessly deadlocked on a deal to open up the government. We are now in day 32 of the shutdown, and neither Democrat nor Republican are showing signs of backing down. President Trump has been visiting counties in Asia, making trade deals with countries like Japan and South Korea and China.
Also, President Trump has made good on his promise to add a “big, beautiful ballroom to the White House, the problem for some Americans is, he destroyed the East Wing of the White House.
The Federal Reserve cut interest rates by a quarter of a point. The response from the market was muted at best. Boodle believes that future rate cuts are on the horizon, and we believe these cuts will help to underpin the bull market, thus keep the market heading in its current upward trajectory.
With all of this being said, we believe our members should maintain their current asset allocation and adhere to dollar-cost-averaging their way into the market. We thank you again for your choosing to be a member of boodle, and we wish you all a Happy Thanksgiving!