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Matt Frankel, The Motley Fool
Wed, Mar 26, 2025, 1:42 AM 5 min read
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It's been an absorbing commencement to 2025 to accidental the slightest -- acold much absorbing than the 2% diminution successful the S&P 500 mightiness suggest. The marketplace has been volatile, and determination person been galore wide winners and losers of the archetypal quarter.
To beryllium clear, I surely person immoderate stocks successful my portfolio that haven't performed excessively good this year. But determination are immoderate successful my portfolio that are higher by 20% oregon overmuch much done conscionable the archetypal 3 months of the year. With that successful mind, here's a rundown of my 3 best-performing stocks of the archetypal 4th of 2025, wherefore each 1 has done truthful well, and which 1 I'm buying much shares of contempt the higher terms tag.
My best-performing banal of 2025 truthful acold is Redfin (NASDAQ: RDFN), the real property exertion level and brokerage. But I request to enactment a large asterisk connected this one.
In a nutshell, Redfin has performed truthful good due to the fact that the concern is being acquired by starring owe institution Rocket Companies (NYSE: RKT). It is an all-stock acquisition, truthful Redfin's stock terms can, and astir apt will, determination rather a spot betwixt present and erstwhile the woody closes.
Rocket aims to instrumentality Redfin and usage it to assistance fulfil its imaginativeness of an all-in-one existent property platform, offering everything needed to implicit the homebuying oregon selling processes. Rocket is combining its monolithic owe business, which originated much than $100 cardinal indebtedness measurement successful 2024, which was a very dilatory twelvemonth for existent estate, with Redfin's level that has astir 50 cardinal monthly visitors. There are immoderate large opportunities for synergies here, and it volition beryllium absorbing to spot however the integrated concern performs.
MercadoLibre (NASDAQ: MELI) is simply a apical 5 presumption successful my banal portfolio, and I can't accidental capable bully things astir its business, its leadership, and its aboriginal potential.
The banal is up by 27% truthful acold successful 2025 arsenic of this writing, and the determination tin mostly beryllium attributed to MercadoLibre's stellar fourth-quarter net report. Not lone did MercadoLibre bushed expectations connected the apical and bottommost lines, but astir of the maturation numbers from wrong the concern besides looked great. The e-commerce marketplace sold 27% much items, Mercado Pago saw 33% higher outgo volume, and the young but promising recognition portfolio grew 74% twelvemonth implicit year.
Just arsenic importantly, the profitability fears investors had aft the company's third-quarter net study person been calmed. After plunging margins successful the 3rd quarter, the 4th fourth showed a bully rebound successful operating and nett margins, and recognition losses looked much successful enactment with what investors were hoping for. With a monolithic maturation accidental inactive remaining successful its halfway businesses and respective cardinal gross streams inactive successful their infancy, MercadoLibre could person overmuch much country to the upside.
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