Added 30% AAPL.NE @ $36.87.....
Added 100% SHOP.TO @ $230.48....
YES....they were all averaged UP... a strategy which IS working for me lately.....
All trades in Toronto....
BLOG does NOT give buy or sell.
Saleem
Stocks100
Monday, October 6, 2025
Sunday, October 5, 2025
US stock market & wait for pullback....
US stock market is on a tear, reasons are many, but majority waits for pullbacks which seems to be further away....
What has guided me is, that momentum is the key....IF market keeps going UP & keeps making new highs, who are we to tell markets what to do....
US stock market has been UP for 3 straight years....BUT....
IF we look back in US stock market history, we can get guidance about current market....
In my opinion, we are almost like 1996.....AI, Quantum computing is bigger than Y2K....
Even Gold, Silver & crypto are sensing wealth making environment....
BUT some are wasting precious moment of " wealth creation " by " fighting this incredible TAPE "
Here is how my last week ended :
Last week UP 6.23%
YTD UP 53.83%
Here is my weighting on 87% exposure :
AMD 39.05%
AAPL 37.43%
SHOP 12.51%
CRCL 11.01%
BLOG does NOT give buy or sell.
Saleem
Wednesday, October 1, 2025
Sunday, September 28, 2025
US stock market in rotation mode.....
US stock market is going through " rotation cycle " on a daily basis...
Perfect environment for swing trading....
This gives time to everyone to figure out which sectors will do well in 2026....
ETF may be a better way to benefit from 2026 stock market....
US stock market is broadening out " big time "
2026 will not be a year of MAG 7 @ all
That theme has been played out and should " underperform 2026 "
SO
Lot of adjustment to be made in our trading style going forward....
Here is how my last week ended :
Last week UP 2.47%
YTD UP 47.60%
Here is my portfolio weighting on 66% exposure :
AMD 45.98%
AAPL 42.76%
CRCL 11.26%
BLOG does NOT give buy or sell.
Saleem
Monday, September 22, 2025
Sunday, September 21, 2025
US stocks got MOJO.....
US stocks are entering a " major momentum " which may propel this market higher & higher....
Too many have missed this rally and ARE feeling left out......
FOMO taking hold....
All the talk about this market has peaked....are missing from CNBC....
All the talking heads are choosing their words carefully.....
Many are using words like " Financials & Rotation " as new thesis.....
When Financials move...you can tell lot of room left for Technology ideas.....
SO
Stick with AI, Quantum & techs in general.....
Tech ETF is a great idea.....
Time to get behind this huge rally.....
Here is my last week results :
Last week UP 5.12%
YTD UP 45.13%
Here is my portfolio weighting with 89% exposure.....high concentration:
GDXJ 35.34%
AAPL 30.74%
AMD 24.47%
CRCL 9.45%
BLOG does NOT give buy or sell.
According to AI based tabulation by Feedspot
This BLOG has been described as " 100 best Stock Blogs and Websites in 2023 for Stock Traders "
This BLOG is featured on lists of recommended stock market blogs....AI
Now getting as high as 9000 daily visitors to this BLOG.....since 2006....
Saleem
Monday, September 15, 2025
Sold SHOP.TO @ $204.00....
Sold SHOP.TO @ $204.00 in Toronto....
BLOG does NOT give buy or sell.
Saleem
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