This report shares the details on all 40 positions in the Disciplined Growth Portfolio. Not only were there several big wins this past week, we could see fireworks in the week ahead as 5 of the Mag 7 are scheduled to report earnings (which will have dramatic impacts on the entire market).
For starters, here is a PDF of the portfolio.
The Week That Was (Big Wins)
The week ended strong after a midweek selloff. Inflation came in slightly lower than expected (a good thing, especially for growth stocks) and Trump’s meeting with Chinese President Xi is back on (the market likes it).
SoFi Technologies' (SOFI) stock surged impressively over the past week climbing approximately 12% amid broader fintech optimism and company-specific catalysts. Key drivers included analyst upgrades from firms like Mizuho, which raised its price target to $31 citing SoFi's sensitivity to anticipated Federal Reserve rate cuts that could boost lending margins and consumer borrowing. Recent product launches, such as an AI-focused ETF and Level 1 options trading for investors, alongside a blockchain partnership with Lightspark for faster international transfers, highlighted SoFi's innovation edge in digital finance. These moves deepened engagement among its rapidly growing 10+ million member base, fueling cross-selling in banking, investing, and lending segments. With Q3 earnings looming on October 28—the rally reflected investor confidence in SoFi's trajectory toward $370 million in full-year adjusted net income, capitalizing on a softening rate environment and expanding ecosystem.
Albemarle Corporation's (ALB) stock also surged (approximately 14%) over the week, propelled by a wave of bullish analyst coverage amid signs of a lithium market recovery. Rothschild & Co initiated coverage on October 24 with a "Buy" rating and $135 price target, arguing that lithium prices are nearing a bottom and an impending supply crunch will boost the sector, benefiting Albemarle as the world's largest producer. RBC Capital's "Buy" initiation (on October 17) reflects optimism over stabilizing prices and EV battery demand rebounding with 18% global production growth in H1 2025. Also, heightened U.S.-China tensions over critical minerals further underscored Albemarle's strategic U.S.-based assets, positioning it for upside with positive free cash flow in Q2 marking a turnaround from prior losses.
The Week Ahead (The Biggest Earnings Week for the Rest of the Year)
Looking ahead, as the stock market closes out a “resilient” October (amid ongoing U.S. government shutdown disruptions and simmering U.S.-China trade tensions) the week of October 27-31, 2025, promises heightened volatility driven by blockbuster Big Tech earnings reports, including Alphabet (GOOGL), Microsoft (MSFT) and Meta (META) on Wednesday, and Amazon (AMZN) and Apple (AAPL) on Thursday, which together represent about a quarter of the S&P 500's weighting and could dictate the index's trajectory toward a potential push above 7,000 by year-end. Be ready for sharp swings if results underscore AI-driven growth or expose vulnerabilities in consumer spending, especially as supply chain frictions from tariffs linger despite economic realities tempering their immediate bite.
Also, a pivotal Federal Reserve meeting mid-week may signal further rate cuts—markets now pricing in two more 25-basis-point reductions in 2025—bolstering rate-sensitive stocks (i.e. growth and AI).
The Bottom Line:
Stay prudently diversified, disciplined, and focused on your own personal long-term goals—it continues to be a winning strategy. You’ve got to do what is right for you based on your own personal situation.