US stock market has gone through a " major change "
RA RA 2022 to 2025 is over....
Its more of a " no nothing market & will remain SO "
Its flat to slightly positive market with " violent swings "
One day UP, next day DOWN is more of a NORM
ALWAYS look @ message of the market...It IS quite LOUD & CLEAR
AI is being adjusted into " mainstream with all its volatilities "
SPCX is coming to earth....
New IPO's to be greeted on MERIT
No MORE guaranteed return on anything
UNDERSTAND & then trade....
COPYCAT day's are over....
Focus on your own CONVICTION & PATIENCE
Here is how my last week ended :
Last Week UP 1.67%
YTD UP 66.74%
Here is my weighting on 36.04% exposure:
AMDL 48.75%
MVLL 23.97%
MU.TO 22.32%
GGLL 4.96%
BLOG does not give buy or sell.
Saleem
1 comment:
Hi Saleem,
Sorry for the delay - back in town finally!!
Last week: -5.75% (YTD: +6.51%)
Portfolio Leaders: BFLY BODI AMBQ
Portfolio Laggards: RKLB AEVA KRUS NNOX
The pullback in some over-owned stocks hurt the portfolio disproportionately even as most market indices rallied. I still look forward to earnings and conference calls from my companies and think there's still a lot to like about the prospects of the market.
Holdings: AMBQ TWST BFLY AEVA RKLB PONY BODI NN CODA NNOX, cash 0%
Stocktrader
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