Friday, January 10, 2025

Bought MU.NE @ $22.65....

 Bought MU.NE @ $22.65 in Toronto...

BLOG does NOT give buy or sell.

Saleem

Tuesday, January 7, 2025

Sold MU.NE @ $24.35......

 Sold MU.NE @ $24.35 in Toronto.....

Portfolio GOOG AAPL AVGO MSFT BTCC TSLA RIOT GDXJ SMCI

BLOG does NOT give buy or sell.

Saleem

Sunday, January 5, 2025

US stock market to be extremely selective.....

 2024 US stock market performance is in history books....

DOW UP 13% went UP the-least, S&P 500 +23.31% ( 25% with dividend reinvested ) was the second best while Nasdaq 29% went UP the-most.....

5 years average return 11.33% for entire stock market

Where you invest matters, returns were almost TRIPLE IF you compare with small cap IWM which was UP 10.03%.....to almighty Nasdaq.....29%.....

BUT many investors / traders prefer to focus on small cap over & over....hoping to hit many home runs...BUT history does NOT support that thesis...generally in the end small cap crash & burn to horror of many traders.....

Actual performance proves with history of Wall Street that Nasdaq has been a " much stronger & SAFER bet than other Indices " with almost AUTO PILOT mode....BUY IT & leave it alone......BUT so hard to follow this winning formula.....

AGAIN for 2025 Nasdaq should beat even in a much more challenging environment.....

Please DO NOT take 2025 as easy to beat and make easy money....It IS going to be " MUCH MUCH TOUGHER "

Earnings are not supporting expectations of OPTIMISTIC traders....

TOO MANY " EUPHORIA PUNDITS " making outlandish targets about many " super speculative stocks "....which by end of 2025....may shock believers....

Making money requires " realistic expectations "

Making money requires " diversified strategy in many sectors "

Making money requires " PATIENCE & CONVICTION "

Changing strategies on " so called opinion " does not work out

REACTING to near term issues also hurts.....

Think of quarterly expectations, instead of " ticker reaction "

Try to RELAX with your portfolio.....It IS NOT KENTUCKY DERBY...not a horse race either...

SO WHAT...IF you are behind after week 4.....think end of 2025 which IS what really matters.....

SO take a good look @ your strategy & composition of your portfolios, generally " TRENDS DO NOT CHANGE OVERNIGHT "

In any portfolio of 10, 4 will exceed your expectations while 6 will lag.....nothing wrong with that as long as you stick to your winners and do not over trade.....sometimes laggards becomes strong by end of the year.....

HOMEWORK MATTERS......

GAME PLAN MATTERS.......

No matter what you do, good luck in 2025.....

Here is my 2 day result of 2025 :

UP 5.77%

Here is my portfolio weighting :

AVGO         16.04%

GDXJ         15.29%

MSFT         12.34%

TSLA         12.29%

MU               9.24%

AAPL           8.88%

GOOG         8.00%

SMCI           7.64%

BTCC          6.37%

RIOT           3.91%

Next post when I buy or sell or my usual " Sunday full report "by 6 PM EST...

BLOG does NOT give buy or sell.

Saleem



Wednesday, January 1, 2025

2024 ......

 Here is how my 2024 ended.....

Last week down 4.50%

YTD UP 62.45%

Good luck to all in 2025.....

Saleem