Sold SLV @ $43.15
Added 250% SHOP.TO @ $208.49
BLOG does NOT give buy or sell.
Saleem
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
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
Sold SHOP.TO @ $204.00 in Toronto....
BLOG does NOT give buy or sell.
Saleem
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