Sold SLV @ $43.15
Added 250% SHOP.TO @ $208.49
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
Sunday, September 14, 2025
US stocks momentum driven on rate cut....
US stock market is in high gear momentum on AI, Quantum & rate cut nirvana....
Cannot ask for better September when stocks were suppose to tumble based on historical stats, REVERSE is happening....
New all time highs on a daily basis....
New all time highs begets more highs as FOMO takes hold...
Perfect trading environment where ROTATION is in HIGH GEAR...
Here is how my last week was :
Last week UP 1.80%
YTD UP 40.01%
Here is my portfolio weighting based on 95% exposure :
AAPL 27.51%
AMD 23.08%
SHOP 22.69%
GDXJ 18.99%
CRCL 7.73%
BLOG does NOT give buy or sell.
Saleem
Friday, September 12, 2025
Tuesday, September 9, 2025
Sold GOOG.NE @ $39.00 in Toronto....
Sold GOOG.NE in Toronto @ $39.00...
BLOG does NOT give buy or sell.
Saleem
Sunday, September 7, 2025
US stocks are behaving ERRATIC.....
US stock market keeps making new all time highs, BUT all is not well below the curtain....
Same sectors have huge winners and huge potential losers.....
Survival of the fittest seems to be the " motto "
Extremely news driven TAPE we got...
Stock picking has taken a " key role NOW "
NO theme driven strategy seems to work...
Go with the flow or go with the news is the only game in town....
On Friday....AVGO was IN
NVDA & AMD was out of favor....
My strategy is to wait it out till its all sorted out by forces to be....
Here is my last week results :
Last week UP .41%
YTD UP 38.21%
Here is my weighting based on 85% exposure :
SHOP 26.03%
GOOG 23.37%
AAPL 21.02%
AMD 17.10%
CRCL 7.90%
SLVU 4.58%
BLOG does NOT give buy or sell.
Saleem
Friday, September 5, 2025
Wednesday, September 3, 2025
Added 150% LULU.NE @ $8.86.....
Added 150% LULU.NE @ $8.86 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Tuesday, September 2, 2025
Sold SMCI.NE @ $13.32 in Toronto....
Sold SMCI.NE in Toronto @ $13.32.....
BLOG does NOT give buy or sell.
Saleem
Sunday, August 31, 2025
US stock market in challenging stage....
US stock market is facing challenges from Chinese AI chip makers like Huawei & Alibaba....
While Trump & his administration were collecting " trillions " Chinese chip makers were quietly making inroads into AI chip making .....
Results were obvious even to "average US traders on Friday "
Now All the " security clause will come off as Chinese take their well earned AI market share "
Never brag in any technology lead...learn it from AAPL who takes time and get better products which sticks....
SO...It IS going to be interesting AI market going forward.....
Here is my last week results :
Last week Down 1.09%
YTD UP 37.80%
Here is my portfolio weighting on 84% exposure :
SHOP 25.25%
GOOG 21.58%
AAPL 20.70%
AMD 18.73%
CRCL 9.20%
SMCI 2.31%
LULU 2.23%
BLOG does NOT give buy or sell.
Saleem
Thursday, August 28, 2025
Bought AAPL.NE & GOOG.NE .....
Bought AAPL.NE @ $33.29
Bought GOOG.NE @ $34.30
BLOG does NOT give buy or sell.
Saleem
Tuesday, August 26, 2025
Sunday, August 24, 2025
US stock market shifts in to bullish mode....
US stock market after correcting for 5 straight day's was ripe for any catalyst or bullish news....
Fed speech provided the much needed bullish catalyst to the surprise of many....
US stock market gave its verdict after Fedspeak.....UP UP & AWAY...
US stock market should make a new all time highs in this run....
Financials, Homebuilders, Small cap and Precious Metals like Gold Silver are the direct beneficiaries of lower Interest rates.....as US$ goes lower.....
Here is my last week result :
Last Week Down 0.06%
YTD UP 38.89%
Here is my portfolio weighting on 77% exposure :
GDXJ 35.59%
SHOP 27.86%
AMD 21.08%
CRCL 10.32%
SMCI 2.65%
LULU 2.50%
BLOG does NOT give buy or sell.
Saleem
Wednesday, August 20, 2025
Added 100% SHOP.TO @ $189.00....
Added 100% SHOP.TO @ $189.00 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Tuesday, August 19, 2025
Added 100% AMD.NE @ $31.50 .....
Added 100% AMD.NE @ $31.50 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Monday, August 18, 2025
SOLD GOOG.NE & UBER.NE....
Sold GOOG.NE @ $33.48
Sold UBER.NE @ $55.48
In Toronto.....
BLOG does NOT give buy or sell.
Saleem
Sunday, August 17, 2025
US stock market enters " difficult trading pattern "
US stock market has entered a " much more difficult trading pattern "
August, September & October is where trading bottom is made
No previous pattern of " strength or money flow remains "
Everyone likes to lock in gains @ the same time in same stocks "thus new weakness emerges "
SO
No more AI or Quantum to rescue
All stocks are treated the same " book profit or lose money "
SO
Be careful with your strategy, optimism or invincibility....
Its going to cost you IF NOT ultra conservative & careful.....
Take it very SLOW until end of October.....
Here is how my last week ended :
Last Week UP 1.08%
YTD UP 38.95%
Here is my weighting on 70% exposure :
UBER 28.89%
GOOG 24.80%
SHOP 15.94%
CRCL 12.50%
AMD 12.22%
SMCI 3.02%
LULU 2.63%
BLOG does NOT give buy or sell.
Thanks to new 9000 visitors to my BLOG last week in one day, that IS a new 1 day record beating previous 4000!!!
Saleem
Friday, August 15, 2025
Added 175% SHOP.TO @ $195.00.....
Added 175% SHOP.TO in Toronto @ $195.00.....
BLOG does NOT give buy or sell.
Saleem
Thursday, August 14, 2025
Bought AMD.NE @ $33.50 in Toronto....
Bought AMD.NE @ $33.50 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Wednesday, August 13, 2025
Sunday, August 10, 2025
US stock market keep making new highs.....
US stock market is on a " selective tear "
Many stocks keep making " new all time highs on high volume "
It IS important to read the " message of the market "
It IS AI
It IS Quantum Computing
Many stocks are well positioned to exploit both AI & Quantum phenomenon
BUT many many traders keep playing " wrong stocks "
There was a movie "Death Wish ".....
SO open your eyes and see which stocks are making new all time highs....OWN @ least 1 stock in that profitable list.....
Here is how my last week ended :
Last week UP 4.59%
YTD UP 37.87%
Here is my weighting on 71% exposure :
UBER 27.62%
AAPL 24.20%
GOOG 24.15%
CRCL 13.10%
AMD 5.56%
SMCI 2.93%
LULU 2.44%
BLOG does NOT give buy or sell.
Welcome to all new visitors to my BLOG, almost 5000 visitors today.....
Saleem
Wednesday, August 6, 2025
Bought AMD.NE @ $30.37 in Toronto...
Bought AMD.NE @ $30.37 in Toronto.
BLOG does NOT give buy or sell.
Saleem
Sold SMCI.NE @ 15.27....
Sold SMCI.NE @ $15.27....in Toronto....
BLOG does NOT give buy or sell
Saleem
Sunday, August 3, 2025
US stock market had technical breakdown....
US stock market had seizure on Friday, slumping below key technical support in key indices.....
How low can we go.....
200 DMA is considered a major support.....
Most traders were " fully aware of this frothiness "
Just lie low until this selling wave passes.....
Switch to better quality stocks after this selling.....
YES I did add to my existing position.....
Here is how my last week ended :
Last week Down 6.65%
YTD UP 33.28%
Here is my portfolio weighting based on 65% exposure :
UBER 29.39%
GOOG 24.88%
AAPL 23.43%
CRCL 15.21%
SMCI 7.09%
BLOG does NOT give to buy or sell.
Saleem
Thursday, July 31, 2025
Bought AMZN.NE @ $27.40.....
Bought AMZN.NE @ $27.40 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Tuesday, July 29, 2025
Added 100% UBER.NE + 200% CRCL.....
Added 100% UBER.NE @ $53.00
Added 200% CRCL @ $186.82
BLOG does NOT give buy or sell.
Saleem
Sunday, July 27, 2025
US stock market may pullback.....
US stock market remains on a tear despite ongoing trade war with overwhelming countries including Canada where chance of a deal is " almost ZERO "
BUT rhetoric has convinced everyone that there has been a " huge lineup of deal seekers from day ONE "
SO
The question of the day IS......
WHY US stock market keeps going UP & UP
BECAUSE......deadline for deal has been delayed for 3 months in a row....
Comes famous August 1 .....expect another " flip flop ".......
BUT rally may NOT last despite August 1 extension.......
Because we are severely overbought based on RSI.....
All one can do is keep booking profit and keep cash handy for opportunistic buying
Here is my last week results :
Last week UP 2.97%
YTD UP 39.93%
Here is my portfolio weighting on 48% exposure :
GOOG 33.99%
AAPL 33.08%
UBER 20.62%
SMCI 9.08%
CRCL 3.23%
BLOG does NOT give buy or sell.
Saleem
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
Friday, July 18, 2025
Wednesday, July 16, 2025
Added 100% UBER.NE @ $54.54 in Toronto.....
Added 100% UBER.NE @ $54.54 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Sunday, July 13, 2025
US stock market...which way UP or DOWN....
US stock market is showing " unbelievable UPWARD trajectory "
NEVER EVER ignore " message of the market "
Market is " smarter than all the brains on Wall & Broad street.....
We all fall into a trap of what we think market should be doing OR REACT too much to few days of sideways to DOWN movement...
When market do not go down on so called bad days...then it IS a wake UP call.....
YES
There is Trade War
YES there is Tariff
BUT it SEEMS all of those are yesterday's news & fully discounted already......
Here is how my last week ended :
Last week UP .25%
YTD UP 26.91%
Here is my portfolio weighting on 62% exposure :
AAPL 25.99%
GOOG 25.27%
CRCL 21.03%
MSFT 12.36%
UBER 8.81%
SMCI 6.54%
BLOG does NOT give buy or sell.
Saleem
Friday, July 11, 2025
Bought UBER.NE @ $57.90 in Toronto
Bought UBER.NE @ $57.90 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Wednesday, July 9, 2025
Sunday, July 6, 2025
US stock market enters chaotic tariff deadline.....
US stock market entering another chaotic deadline of July 9th for unilateral tariff....
I am almost sure there may be many " spin for any or all change in deadline "
9th July may come & go BUT TV camera will be ON for " non news "
Tariff as " weapon " is in play.....
US stock market MAY IGNORE all the " non news about tariff "
This tariff game may NOT be over until end of the year....
SO be ready for an opportunistic trade as & when you see it.....
Stock market has a tendency to filter " non news " and do its own thing....
Pay attention to " how we close "
Here is my last week :
Last week UP 4.20%
YTD UP 26.66%
Here is my portfolio weighting on 65% exposure :
AAPL 26.63%
GOOG 25.67%
CRCL 21.50
MSFT 12.35%
NVDA 7.28%
SMCI 6.57%
BLOG does NOT give buy or sell.
Saleem
Wednesday, July 2, 2025
Monday, June 30, 2025
Sold UBER.NE @ $56.25 in Toronto....
Sold UBER.NE @ $56.25 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Sunday, June 29, 2025
US stock market getting " deeply overbought "
US stock market goes UP then goes down...
US stock market makes new all time highs followed by testing support...
That IS the nature of our market......
One has to be mindful of " trading range "
You do NOT have to predict exact highs or lows....BUT be aware of this trading scenario...
I do not have to tell anyone where we are in this " trading fulcrum "
YES...there is a trading phenomenon know as " overbought ".....always monitor this to book profit....
Here is my last week :
Last week UP 8.14%
YTD UP 22.46%
Here is my weighting on 50% exposure :
GOOG 27.17%
AAPL 26.98%
UBER 17.95%
MSFT 13.28%
NVDA 7.73%
SMCI 6.88%
BLOG does NOT give buy or sell.
Saleem
Friday, June 27, 2025
Sunday, June 22, 2025
US stock market facing new challenges.....
US stock market always has many challenges " so it can climb wall of worries "
Highest inflation worldwide.....
High Interest rates....
Slowing GDP....
NOW B2 " bombing "
Followed by Iran Missiles hitting Haifa & Tel Aviv
Sound like a " bad movie "
As Aunt Clara used to say " where is the beef "
Lot of " disinformation & tough talk "
BUT Wall & Broad St...can sort the " fluff out "
There is NO WW111.....that involves real Army on ground.....the best we can do these days is Firing from 14000 Kilometers away with REMOTE and GRAZE few structures.....
SO.....
Wall Street should rally....as one more " step is out of the way "
YES...same old same old 7 stocks should lead this market much higher.....
Fed is all set to " reduce rates in July " which IS few days away.....
SO...increase your exposure with " opportunistic buying "
Here is my last week result "
Last week UP .68%
YTD UP 14.32%
Here is my weighting on 80% exposure :
SHOP 36.90%
AAPL 17.85%
GOOG 16.90%
UBER 10.88%
MSFT 8.47%
NVDA 4.67%
SMCI 4.33%
BLOG does NOT give buy or sell.
Saleem
Monday, June 16, 2025
Bought NVDA.NE @ $33.20 in Toronto....
Bought NVDA.NE @ $33.20 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Sunday, June 15, 2025
US stock market assessing Iran's RESOLVE....
US stock market has a new news to digest, IRAN surprise attack on Israeli towns with Missile....
Israel invincibility is being questioned with new penetration by Iran.....
US stock market will react until a ceasefire is obtained....
Oil should benefit with all the attack on key installations....
Magnificent 7 remains good choice in these unstable market...
Patience & conviction should be in focus....
Here is my last week result :
Last week down 3.86%
YTD UP 13.64%....
Here is my weighting on 80% exposure :
SHOP 38.24%
GOOG 18.71%
AAPL 18.45%
UBER 11.49%
MSFT 8.89%
SMCI 4.22%
BLOG does NOT give buy or sell.
Saleem
Thursday, June 12, 2025
Bought UBER.NE @ $52.00 in Toronto....
Bought UBER.NE @ $52.00 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Wednesday, June 11, 2025
Sold SHOP @ $154.02 in Toronto...
Sold SHOP in Toronto @ $154.02....
BLOG does NOT give buy or sell.
Saleem
Monday, June 9, 2025
Added 20% AAPL.NE @ $29.54 in Toronto...
Added 20% AAPL.NE @ $29.54 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Sunday, June 8, 2025
US stock market facing juvenile zig zag.....
US stock market has a new challenge, how to deal with juvenile behavior.....
SO day 1 we were sharply LOWER
Day 2 saw REBOUND
Not an exact formula for Wall & Broad
BUT here we stand in between " new scuffle "
SO which sector performed....SILVER was the best sector...
AAPL has reached " SHOW ME AI " stage on Monday....
AI is going through from " THEORY to APPLICATION stage "
AI is transitioning from Hardware to Software implementation.....
AI real world impact needs to be seen & felt NOW....
Q4 will be real test for AI Application / implementation.....
There is a good chance that we MAY see new highs before much needed downward move....
Enjoy the ride UP
BUT...be ready for a dive after that....
Here was my last week :
Last week UP 3.99%
YTD UP 17.50%
Here is my smaller 70% portfolio weighting :
SHOP 26.65%
GOOG 20.92%
ABX 19.76%
AAPL 18.08%
MSFT 9.88%
SMCI 4.71%
BLOG does NOT give buy or sell.
Saleem
Thursday, June 5, 2025
Sold MU.NE @ $24.25 in Toronto....
Sold MU.NE in Toronto @ $24.25...
BLOG does NOT give buy or sell.
Saleem
Wednesday, June 4, 2025
SOLD AVGO.NE @ $62.00 in Toronto....
Sold AVGO.NE @ $62.00 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Sunday, June 1, 2025
US stock market remain extremely volatile...
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
Tuesday, May 27, 2025
Bought NVDA.NE @ $30.85 in Toronto....
Bought NVDA.NE in Toronto @ $30.85...
BLOG does NOT give buy or sell.
Saleem
Sunday, May 25, 2025
US Stock market got another backtracking....
US stock market cannot get any sanity from US tariff related back peddling.....
EU got the gift of 50% tariff
AAPL got 25% tariff
This IS after everybody supposedly was lined up to do a deal with the chess master....
ZERO credibility comes to mind.....
US stock market cannot function in these daily back peddling....
Stay ahead of so-called bad news events by booking profit quickly....
This tariff drama will not end until end of the year...a very long WAIT.....
Here is the result from last week :
Last week Down 3.16%
YTD UP 10.16%
Here is portfolio weighting :
SHOP 19.14%
GOOG 15.94%
ABX 14.97%
TSLA 12.18%
AAPL 10.70%
AVGO 8.95%
MSFT 7.44%
MU 3.63%
SMCI 3.58%
HOOD 3.47%
BLOG does NOT give buy or sell
Saleem
Monday, May 19, 2025
Sunday, May 18, 2025
US stock market has a new challenge....
US stock market has a new challenge, rating downgrade of USA due to " beautiful borrowing to approve US budget "
No debt ceiling, just say YES to more deficit.....
We may have a sharp selling on Monday.....
Once new selling panic sets in, it takes weeks to reverse it....
Trade war continues, 90 days delays does not cut it....
World economies are taking a huge hit and most CEO's have no clue when this " beautiful trade war will be resolved "
SO...everything is back to square one....
Only thing which seems to work is book profit when you see it, or else lose the gain.....
Here is my last week :
Last week UP 16.70%
YTD UP 13.32%
Here is my portfolio weighting :
ABX 21.44%
GOOG 19.27%
TSLA 15.34%
AAPL 14.17%
AVGO 10.93%
MSFT 9.16%
SMCI 5.04%
MU 4.65%
BLOG does NOT give buy or sell
Saleem
Friday, May 16, 2025
Sold 60% SMCI.NE @$15.75 in Toronto...
Sold 60% SMCI.NE @ $15.75 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Wednesday, May 14, 2025
Sold SHOP.TO & AMZN.NE in Toronto....
Sold SHOP.TO @ $155.70
Sold AMZN.NE @ $24.75
BLOG does NOT give buy or sell.
Saleem
Sold UBER.NE @ $54.90 in Toronto...
Sold UBER.NE @ $54.90 in Toronto....
BLOG does NOT give buy or sell.
Saleem
Sunday, May 11, 2025
US stock market to move above trading range....
US stock market has digested " trade war related rhetoric "....
Discussion with China went well for 2 days.....
SO trade fiasco is being mended slowly....which IS a good thing
US stock market should go above recent trading range....
Many stocks have found support and is ready to move higher...
Overexposure in stock market is highly recommended in a " diversified portfolio "
Here is my last week result :
Last week down .34%
YTD down 3.38%
Here is my weighting :
SHOP 19.66%
GOOG 13.01%
AAPL 9.72%
TSLA 9.59%
UBER 7.96%
AVGO 7.28%
ABX 6.94%
NVDA 6.89%
MSFT 6.51%
SMCI 5.95%
AMZN 3.50%
MU 2.99%
BLOG does NOT give buy or sell.
Saleem
Thursday, May 8, 2025
Bought ABX.TO in Toronto @ $26.33....
Bought ABX.TO in Toronto @ $26.33....
BLOG does NOT give buy or sell.
Saleem
Sold HOOD @ $51.71.....
Sold HOOD @ $51.71.....
Added 66% SHOP @ $86.70
BLOG does NOT give buy or sell.
Saleem
Sunday, May 4, 2025
US stock market looking good.....
US stock market took whole month of April " liberation month " from arrogance, bullying and TRADE AS WEAPON "
Warren Buffett chose right words to describe White House insanity....
Sooner or later everyone is forced to " change its tune "
There is a worldwide reaction to Trumpism, Australia also elected " labor government " Canada stayed with Liberals a direct reaction to Trumpism...both parties were behind in polls big time until " genius spoke "
US stock market will have its biggest UP day when China will start " watered down trade talks "
Tuesday Canadian Prime Minister will be in cage with Trump, Vance & Rubio to start a NON START...
Back to US stock market.....PATIENCE & CONVICTION is the key in " breaking news market "
Many stocks are working based on your trading style.....
I am staying with highest profile stocks as " money is buying favors "
Here is my last week report :
Last week UP 3.96%
YTD down 3.04%
Here is my portfolio weighting :
GOOG 14.21%
SHOP 12.86%
HOOD 11.55%
AAPL 10.27%
TSLA 9.39%
UBER 8.26%
AVGO 7.26%
NVDA 6.88%
MSFT 6.57%
SMCI 6.36%
AMZN 3.51%
MU 2.88%
BLOG does NOT give buy or sell.
Saleem
Friday, May 2, 2025
Added 35% AAPL.NE @ $29.43 in Toronto
Added 35% AAPL.NE @ $29.43 in Toronto.
BLOG does NOT give buy or sell.
Saleem
Thursday, May 1, 2025
Bought AMZN.NE in Toronto @ $22.57....
Bought AMZN.NE in Toronto @ $22.57
BLOG does NOT give buy or sell.
Saleem
Sunday, April 27, 2025
US stock market in rally mode.....
US stock market found support which was a retest of support last week on Monday.
Reason for change in sentiment was a shift in US tone in terms of Fed Chief & attitude towards China trade, there is more willingness to accept " reality "......
Unilateralism does not work ......
So far ZERO deal on trade front....
IF flexibility is practiced and verbal assault is eliminated, then we may see " progress in trade with many countries "
Canada goes for election of new Prime Minister this Monday....expecting Carney to retain with a majority...
GOOG earning was a beat which " surprised hedge funds SHORT position ".....thus a muted 1.47% gain....
This week META MSFT AAPL AMZN reports......
Expect rally to continue...
Here is my last week :
Last week UP 15.21%
YTD down 7.00%
Here is my stocks weighting :
GOOG 15.97%
SHOP 14.32%
TSLA 10.55%
AAPL 8.99%
UBER 8.62%
HOOD 8.50%
SMCI 7.78%
AVGO 7.78%
NVDA 7.55%
MSFT 6.72%
MU 3.22%
BLOG does NOT give buy or sell.
Saleem
Tuesday, April 22, 2025
Sold SLVU @ $28.45 in Toronto....
Sold SLVU @ $28.45 in Toronto.
BLOG does NOT give buy or sell.
Saleem
Sunday, April 20, 2025
US stock market in " bear trap "
US stock market is facing worst slump in recent memory.
From February 19th to April 7th in 47 calendar days, Nasdaq has lost about 5315.36 points or 26.45%
Based on unforeseen consequences of " trade war ".....this bear market may last much much longer than any prediction so far....
My guess, this bear market may last 4 years......
SO sit back & plan for second longest bear market in history....
Longest one which I have seen was from 1973......when DOW crossed 1000 and did not end until in mid 700.....
US has shattered world's " trust & order " which may have far reaching consequence......
High handedness & unilateralism does not work......
Bottom line IS......
Do NOT expect much in next 4 years until there is a change @ the TOP......
Playing with figures & FACTS has lack of CREDIBILITY in any deliberation....there is NO LINEUP for any DEAL YET.....
Then there is FOCUS on REDRAWING world map.....MANY have attempted in history with serious consequence.....MANY country have NUCLEAR BOMB......
SO...there is MORE than what is being analyzed in 15 second sound bites.....
SO please understand current stock market environment which for the first time is dealing with " self created many issues "
Here is my last week result :
Last week down 4.20%
YTD loss 22.21%
Here is my portfolio weighting:
GOOG 16.06%
SHOP 13.25%
TSLA 9.62%
AAPL 9.08%
UBER 8.98%
HOOD 7.60%
AVGO 7.45%
NVDA 7.43%
SMCI 7.27%
MSFT 6.76%
SLVU 3.53%
MU 2.97%
BLOG does NOT give buy or sell.
Saleem
Tuesday, April 15, 2025
Added 100% SLVU @ $27.61 in Toronto
Added 100% SLVU @ $27.61 in Toronto...
BLOG does NOT give buy or sell.
Saleem
Sunday, April 13, 2025
US stock market prospect NOT so bright....
US stock market has been dealt a severe blow to " confidence "...
US policy of " crash & burn to world trade " has backfired to an irreparable level "
Worldwide selling of US assets has taken place
US Bonds being liquidated
US$ being sold
US Real estate are being liquidated
US made products are impacted " big time "
VISITORS to USA has DWINDLED to an alarming level
NET NET US stock market IS NOT functioning well @ all
This may take many many years to REVERSE....
You are witnessing on LIVE TV how ARROGANCE can DESTROY millions of hard work in SECONDS
SO
What to do.....
BUY NON US Assets
Invests in non US markets
IF you INSISTS on US investing then DO EXTENSIVE research as to where each company is doing business & to what extent non US focus affects Sales & EPS......
This IS a NEW REALITY......
SOONER you adjust better off you will be ( comparatively speaking )
I had NO CHOICE but to state FACTS from my VANTAGE point....
Here is my last week :
Last week UP 15.27%
YTD down 18.01%
Here is my portfolio weighting :
GOOG 16.42%
SHOP 13.12%
TSLA 9.90%
AAPL 9.01%
UBER 8.52%
NVDA 8.00%
HOOD 7.96%
AVGO 7.81%
SMCI 7.54%
MSFT 7.04%
MU 2.97%
SLVU 1.71%
On my personal front, health is getting better, gaining weight slowly. Energy level is back to 80%.
ON my BLOG issues / harassment, had to write to Sundar Pichai CEO GOOG, and again without any apology, explanation or compensation all features are RESTORED on my BLOG.
BLOG does NOT give buy or sell.
Saleem
Saturday, April 5, 2025
US stock market, a week to remember....
US stock market gave a stunning " downhill slide "
When all damages were counted to most portfolio, nothing got spared, from BRK-B...it was freefall of 7% to 15%......in a day.....
YES counting losses is extremely painful and no one was spared....
Reasons are never important....
It IS what are you going to do about it....
Many things can be done....
Like complete reconfigure your portfolio to hopefully better ideas....
OR partial switching of your portfolio
OR leave everything AS IS
I am in the last camp....leave my portfolio alone...
I am expecting a " sharp oversold bounce "
Generally after few days, we normally TEST the LOWS AGAIN....
Why I am leaving my portfolio unchanged....
BECAUSE It was all chosen after careful due diligence and have much higher CONVICTION than some other bright ideas....
YES these slump happens every NORMAL year.....so nothing unusual about this sharp decline.....
SO...follow your OWN instinct & stick to IT....
Here is my last week :
Last week down 19.40%
YTD down 33.28%
Here is my portfolio weighting :
GOOG 16.97%
SHOP 13.63%
TSLA 10.43%
AAPL 9.50%
UBER 8.42%
NVDA 7.55%
SMCI 7.47%
MSFT 7.24%
HOOD 7.13%
AVGO 6.98%
MU 3.06%
SLVU 1.62%
BLOG does NOT give buy or sell.
Saleem
Wednesday, April 2, 2025
Monday, March 31, 2025
US stock market in 2025.....
2025 has turned much more challenging than my " feared projection "
8% Gain was projected...BUT it has become a much larger losses which keeps piling...
NOT a comforting thought of the day....
On my personal front, First we had major Ice storm, which cut off electricity for 24 hours, thus no heat, no internet, no hot water....PLUS downed 5 trees in my backyard....which were 40 feet tall....
Then came end of Ramadan and our celebration which goes on for 3 days...... today is day 2 for us ....
Hope that explains NO BLOG on Sunday plus missing notification....
Here is my last week :
Last week down 8.28%
YTD Down 13.61%....some errors were found in tabulation
Here is my portfolio weighting as of 2 PM EST today :
GOOG 15.94%
SHOP 15.19%
TSLA 9.95%
AAPL 9.94%
UBER 8.46%
NVDA 7.63%
SMCI 7.58%
AVGO 7.05%
MSFT 6.69%
HOOD 5.93%
MU 3.62%
SLVU 2.02%
BLOG does NOT give buy or sell.
Saleem
Wednesday, March 26, 2025
Sunday, March 23, 2025
US stock market has discounted April 2nd trade levies.....
US stock market has discounted April 2nd trade levies.....
Sometimes market can predict any & all changes which may take place..
Term " flexibility " is being thrown around...which may mean "partial reversal come April 2nd...
Too much mystery is being played out with this " trade " terminology which IS mostly made for TV...a self serving tool...for " look @ me "
No matter what...
US stock market can & will discount any " agenda "
Market has been " derailed " with all the " deliberate confusion "
It will take time to get its " momentum back "
Many good earnings report are being sold off....SO do not believe in " reaction " BE patient for few days and you will see that we are back to levels where we should have been....
SO show CONVICTION & PATIENCE..... a good trait in any market....
On a personal note, Googles compliance wing has been making many false accusation against this BLOG which exposes incompetence of that part of google, ironically I am a share holder of GOOG as my highest exposure...but those employees have NO accountability, previously they said the same things about my You tube channel which has ZERO video...that I am in violation of "community standards "....when I asked them which video they have seen on my channel.....then without apology or compensation for their filth, they restored access to my " blank youtube channel....
I am almost tempted to shut down this BLOG....because I have ZERO financial interest for last 17 years....only Google has benefitted financially from this BLOG...BUT their accusations is the last thing I need in my life when I am trying to " reduce stress due to my weak heart.....
Here is my last week :
Last week UP 1.73%
YTD Down .39%
Here is weighting of my portfolio :
GOOG 16.43%
SHOP 16.11%
AAPL 9.51%
TSLA 9.48%
SMCI 9.15%
UBER 8.57%
NVDA 8.15%
AVGO 7.90%
MSFT 6.80%
MU 3.88%
HOOD 2.20%
SLVU 1.82%
BLOG does NOT give buy or sell.
Saleem
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