Chewy, Inc.

summary

We have three models of allocating strategic assets based on risk tolerance: conservation, growth and aggression. We make tactical adjustments to models based on our looks at various parts of the capital market. This is a discussion of the growth sector of models. The stocks got a good start from the portal in 2025, adding more than 2 % in the first month. The bonds, at the same time returned less than 1 %. Our Barometter Baromer is modestly on the shares for long -term locations. We are excessive in weight on large infidels and we prefer large infidels to be exposed to growth and financial strength, while small infidels provide value. Our recommended exposure to small and medium time is 10 % -15 % of stock customization, less than standard weighting. Although global stocks have advanced in early performance in 2025, American stocks outperformed global performance for a year and five years. We expect this trend, which is preferred by American stocks, while giving economic, political, geopolitical, and volatile global jius. However, international stocks offer favorable assessments in the short term as we target 5 % -10 % of the group’s stock exposure. In terms of growth and value, growth was recovered in 2023-2024 and outperformed the value with the stability of interest rates, however