Sunday, January 4, 2026

2026 US stock market leaders & laggards.....

 US stock market has started its 2026 run......

Old stocks are new....

New stocks  are old...

New & Old are ideas....

2026 looks like a mixed bag of laggards are going to be leaders

2025 leaders may be totally news driven and may trade in a narrow range

2026 US stock market may turn out to be " most frustrating " for formula driven trading...

Technicals may rule " daily trading "

SO 2025 has ended....

Good to review " reasons for NOT matching indices results "

BE CRITICAL of your OWN trading style....

LEARN & CHANGE.....

Here is how my 2025 ended :

2025       UP 83.35%

1 day 2026 UP .41%

Here is my weighting on 58.8% exposure :

GGLL          34.53%

AAPL.NE    20.55%

ZEQT.TO    18.19%

UBER.NE   10.88%

HOOD.NE  10.17%

TSLL           5.68%

BLOG does NOT give buy or sell.

Saleem

18 comments:

Stock Rookie said...

Hi Salem

I would like to congrats on your 2025 performance. Hopefully 2026 will follow suit for you.

Thank you for the past year for the blogs. Much appreciated sir!πŸ™

Continue to pray for the health to be back to 100%. πŸ™πŸ™

Simon

Stocks100 said...

Hi Simon,

Thanks for your feedback about 2025 result & health, much appreciated.

Hoping 2026 will be a good year for all of us !!!!

Saleem

stocktrader_1996 said...

Hi Saleem,

Congrats on your amazing 2025 - sticking with the big names paid off immensely for you!!

May your 2026 follow with great health and returns! :)

Stocktrader

Stock Rookie said...

Hi Salem and Stocktrader,

Sold half of ASPI at 6.50 and bought CHPT @6.99

simon

Stocks100 said...

Hi Stocktrader,

Thanks for your feedback on 2025 result and health, much appreciated.

Hoping 2026 works out for all of us $$$

Saleem

stocktrader_1996 said...

Good luck with the swap! I am unsure about CHPT's prospects - I would like to see some better price action like we are seeing out of PDYN QMCO NNOX (the rest of the speculative group I posted about last week).

Stocktrader

Stock Rookie said...

Thank you Stocktrader!

stocktrader_1996 said...

Hi Saleem,

Last week: -1.22% (YTD - 1 day: +3.29%)
2025 Final Return: -29.50%
Portfolio Leaders: PDYN QMCO CHPT (new pickups), RKLB
Portfolio Laggards: FATN GLUE ANRO

2025 ended with a whimper in the markets and the portfolio, and I'm finally glad to have the reset in order to build anew. 2026 will be new beginnings for many stocks, while some previous winners could stall. Ultimately, the price action speaks loudly and we should pay attention, especially in these first few days. Earnings is almost upon us, and favorite names could emerge quickly.

Holdings: RKLB AIP PDYN ASPI QMCO ANRO GLUE NNOX CHPT FATN, cash 0%

Stocktrader

stocktrader_1996 said...

Hi Saleem,

Sold CHPT @ 7.03 on a struggle to find a viable medium term catalyst

Added to GLUE ANRO RKLB AIP NNOX

Stocktrader

Stock Rookie said...

Hi Salem & Stocktrader,

Sold CHPT @7.02 for NNOX @3.04:-)

Simon

stocktrader_1996 said...

Good luck with the swap. Did you pick up any of the others last week? I'm actually surprised at how much they have run but it was a good idea that worked...

Stock Rookie said...

Hi Stocktrader,
I wish I did😞 I didn't have any extra fund till today after sold half of ASPI.

Simon

Stock Rookie said...

Hi Salem & Stocktrader,

Here are my current portfolios: AAPL NVDA PONY GOOGL TSLA RKLB AIP ASPI ANRO GLUE NNOX FATN, cash 0%

Might sell PONY tomorrow for RKLB tomorrow :-)

Thank you both for all the stocks recommendation. I am blessed to follow you both.

Simon

Stocks100 said...

Hi Simon,

Good luck with your portfolio, praying your portfolio outperforms many others from this BLOG in 2026.

Saleem

Stock Rookie said...

πŸ™πŸ™πŸ˜

Stock Rookie said...

Hi Salem and Stocktrader,

Sold 1/3 of ASPI @6.82 to equal weight with the rest of the portfolio.

Stock Rookie said...

Bought RKLB @75 with the cash :-)

stocktrader_1996 said...

I love moves like this! Take some profits and redeploy but still have a good position :)