Sunday, July 20, 2025

US stocks performance last 3 years.....

 Last 3 years US stocks have performed well against 30 years average of 10.17% for S&P 500...

Nasdaq last 3 years back to back are as follows :

2023       Gain of 53.81%

2024       Gain of 24.88%

2025       Gain of 9.77% YTD

IF we add UP 3 years gain ....88.46%......

Last 3 years was the year of AI....where many companies excelled and was well publicized....

Traders were too wrapped up in their old trading ways instead of " daily monitoring of their "thesis "

Traders need to be their " own biggest critic " and make changes / adjust quickly IF results do not match / exceeds benchmarks

It has been easiest 3 years in markets.....

I believe, we are entering much tougher US stock market going forward.....

Markets may pullback in a hurry as many " bullish news are priced IN "

Just for the-record...here is 3 worst year for Nasdaq back to back :

2000 DOWN 36.84%

2001 DOWN 32.65%

2002 DOWN 37.58%

Total loss of 107.07% in 3 straight years......

History is a great wake UP call for " COMPLACENCY "

Here is my result for last week :

Last week UP 10.05%

YTD          UP 36.96%

Here is my weighting on 46% exposure :

AAPL         33.87%

GOOG       33.80%

UBER        21.22%

SMCI         8.96%

CRCL        2.15%

BLOG does NOT give buy or sell.

Saleem


1 comment:

Stock Rookie said...

Hello Salem,

Congrats on another stella week!

Simon