2025 is proving to be much tougher than downwardly revised expectations....
US trade war with rest of the world " must have other hidden agenda "
Stock market have not discounted " daily derailment of any progress which CAN be made IF dealing with integrity or credibility " which IS badly lacking ....
Please take US stock market daily gyrations as an Indicator of " major uncertainty " going forward....
Even in this crazy investment climate, AI related stocks are the only good bet which should be traded as & when necessary....
Here is my last week :
Last week UP 3.35%
YTD UP 13.51%
Here is my weighting :
SHOP 18.11%
GOOG 14.62%
ABX 13.54%
AAPL 12.61%
TSLA 11.19%
AVGO 8.55%
NVDA 7.99%
MSFT 6.83%
MU 3.31%
SMCI 3.25%
BLOG does NOT give buy or sell.
Saleem
8 comments:
Hi Salem,
Thank you for the market update.. I would like to ask about your health update as we continue to pray for full health recovery🙏🙏
Simon
Hi Simon,
Thanks for your prayers for my health, YES it is much better.
Have an appointment with my Cardiologist on July 4th, it’s working day in Canada as July 1 is our Independence Day.
They have scheduled Echocardiogram plus other test to get an update on my heart health.
Life has been extremely challenging being alone with all chores for the house…but life goes on…
I have reduced stressful situations to managing levels
Saleem
Hi Salem,
Glad to hear it's getting better and to continue to pray for the positive results in July sir!
Simon
Hi Saleem,
Last week: +1.16% (YTD: -21.32%)
Portfolio Leaders: LFMD AVAV TTMI UPST
Portfolio Laggards: FATN RZLV PSNL
It was a big Tuesday and quiet rest of week while the market digested gains. Most of the portfolio names did well, but a few of the smallest stocks suffered bringing down performance a little. We are entering the traditionally less liquid time in the market (summer), and I wonder how this will play given the backdrop of major headlines driving price action. I think there will be opportunities and so having some cash available is likely wise here.
Portfolio: LFMD AVAV FEIM TTMI UPST III SNAP RZLV PSNL SSYS PONY FATN, cash 0%
RZLV FATN and SSYS are the weakest price action in this latest market run and so I am watching carefully. RZLV FEIM and PSNL are being added to the Russell 2000 later this month so I will likely let that catalyst play out at least. A have a new idea also but I'm not sure if I have room or want another low liquidity stock, so stay tuned.
Stocktrader
Hi Saleem,
I hope the appointment next month goes well and I'm glad you've been able to reduce the amount of stress in your life - good advice for anyone!
Stocktrader
Hi Saleem,
Sold LFMD @ 12.97 to take profits and have cash available for a new opportunity.
Stocktrader
Hi Stocktrader,
Booking profit IS a WINNING strategy....
Good luck with next pick$$$$
Saleem
Hi Saleem,
Added to PONY @ 14.23 on this dip
Stocktrader
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