US stock market in sector rotation mode....

 US stock market in 2026 is your " Daddy's market "

NIFTY FIFTY is ruling again.....

Industrials are IN...

Energy in vogue

Financials are hot

Semiconductors are hot again....

Metals are surging

What a change in profile of this market.....

Some of us including me are having tough time adjusting to this new reality.....

All of the above look overbought as I write.....

Maybe a better entry point may come I hope....

Here is how my last week ended :

Last week  Down 2.15%

YTD                UP 3.53%

Here is my weighting on 60% exposure :

GGLL          36.93%

AAPL.NE    31.22%

TSLL           22.54%

HOOD.NE   9.31%

BLOG does NOT give buy or sell.

Saleem

US stock market no more frenzied trading....

 US stock market in 2026 is like a "normal market "

What is a normal market, It IS like 8%+- gain for the year

YES some stocks will be above range  which may be news driven

No more frenzied doubling by many ideas stocks, It IS all in the stocks now

SO....

IF you have a well researched, balanced portfolio you should end the year in 8% +++ range

Make sure you show " conviction & patience "

NO  more " reactive switching daily "

Reduce your stress level by sticking to your ideas.....

Here is how my week ended :

Last week UP 5.27%

YTD          UP 5.68%

Here is my weighting on 54% exposure :

GGLL             40.54%

AAPL.NE      34.95%

TSLL            13.61%

HOOD.NE   10.90%

BLOG does NOT give buy or sell.

Saleem

Added 120% TSLL @ $17.43....

 Added 120% TSLL @ $17.43...

Sold UBER.NE @ $12.55

Sold ZEQT.TO @ $20.85

BLOG does NOT give buy or sell.

Saleem

2026 US stock market leaders & laggards.....

 US stock market has started its 2026 run......

Old stocks are new....

New stocks  are old...

New & Old are ideas....

2026 looks like a mixed bag of laggards are going to be leaders

2025 leaders may be totally news driven and may trade in a narrow range

2026 US stock market may turn out to be " most frustrating " for formula driven trading...

Technicals may rule " daily trading "

SO 2025 has ended....

Good to review " reasons for NOT matching indices results "

BE CRITICAL of your OWN trading style....

LEARN & CHANGE.....

Here is how my 2025 ended :

2025       UP 83.35%

1 day 2026 UP .41%

Here is my weighting on 58.8% exposure :

GGLL          34.53%

AAPL.NE    20.55%

ZEQT.TO    18.19%

UBER.NE   10.88%

HOOD.NE  10.17%

TSLL           5.68%

BLOG does NOT give buy or sell.

Saleem

Added 500% TSLL @ $19.32...

 Added 500% TSLL @ $19.32....

BLOG does NOT give buy or sell.

HAPPY 2026 & profitable trading $$$$

Saleem

US stock market in 2026....

 US stock market in 2026 will be challenging & difficult....

The way 2025 is ending, US stock market is giving a clear signal that " technology stocks are taking a back seat and barely moving "

What IS moving.....many sectors except Technology/ AI/ Data center/ Security

Silver is the new king.....

Gold remains in high gear...

Copper moving on UP

Platinum here I come

Financials strong

I am sure everyone knows about strong stocks.....BUT is afraid to come out of their " own comfort level "

Being comfortable is not a trading strategy or Investment philosophy

Bottom line IS...IF you are not going to adapt to new thesis, brace for a losing year....

Here is how my last week ended :

Last Week UP 1.52%

YTD         UP 84.45%

Here is my weighting on 56.29% exposure :

GGLL         35.70%

AAPL.NE  21.82%

ZEQT.TO  19.13%

UBER.NE 11.19%

HOOD.NE11.14%

TSLL         1.02% 

BLOG does NOT give buy or sell.

Saleem

US stock market staging " oversold bounce "

 US stock market is in bargain hunting mode, all beaten down stocks are seeing buying for year end.

Even ORCL, NVDA, AMD, AVGO saw good buying.....

How long this will last is anyone guess.

Sooner or later every stock finds its trading range, It IS important to keep an eye on this technical range.

US stock market is NOT a bargain anymore, other International markets are much more of a bargain.

Silver is becoming more interesting, there is a shortage for its Industrial application.

Crypto is very unpredictable even @ current bargain level, who knows where the support is Bitcoin $60K maybe...

GOOG remains a solid AI play going into 2026

AAPL maybe the-biggest winner in AI race, slow & steady did it...

UBER is beaten down.....

TSLA defies logic most of the time...It IS the ROBOTS...I hear.....

Here is how my last week ended :

Last week UP 6.03%

YTD          UP 82.93%

Here is my weighting on 44.6% exposure :

GGLL          43.53%

AAPL.NE   27.31%

HOOD.NE 14.13%

UBER.NE 13.70%

TSLL          1.13%.....from dividend distribution

BLOG does NOT give buy or sell.

Saleem