OK....I had a BIG gain in my nine stocks today. I also beat the SP500 by......0.10%. MOVING on to NVDA week.
The week that was. DOW year to date +7.64% DOW five days +1.49% SP500 year to date +10.20% SP500 five days +0.34% NASDAQ 100 year to date +12.10% NASDAQ 100 five days (-0.77%) NASDAQ year to date +11.49% NASDAQ five days (-0.56%) RUSSELL year to date +5.94% RUSSELL five days +3.37% As for me I ended with my entire portfolio at year to date.....+18.72%. Last week it was at......+20.26%.
Looks like we had a nice Friday. Nice way to end the week. I tuned out after the morning posts and missed all of the other stuff. Seems most of the media stuff reminds me of all those old tabloid magazine racks at the grocery store checkout back years ago.
REALLY.....you have got to be kidding. WOW......what a CRISIS......big cap tech stocks were lagging the markets for a.....GASP.......whole week. IDIOCY. Of course there was a massive SHORT ATTACK with ubiquitous media articles rehashing the same old arguments about PLTR and flogging the end of the AI trade...mantra. This little article makes no mention of that.....fact. The use of the term....."investors"....is also totally off. Sounds more like....."traders"......not investors to me. ALSO....sounds like just repetition of the short attackers story-line to me. Investors' biggest conundrum right now https://finance.yahoo.com/news/inve...h7gvvnbqeCN7wzXz_k1fmCV2XN-t6bztkO3UYEpL_RJKD (BOLD is my opinion OR what I consider important content) "The most popular trade of the past three years has hit a speed bump. Or maybe it's nearing the end of the road. That's one of the biggest debates happening in markets right now. A group of large technology stocks that have benefited from momentum in the AI trade have lagged over the past week. Palantir (PLTR) is perhaps the most notable this week. A flagship of the AI bullish narrative, the stock had fallen almost 20% from its most recent all-time high amid a six-day losing streak that ended on Thursday. But zoom out over the past year, and the stock is up more than 375%. As the stock chart shows, that's a hefty return from when the stock was trading hands at $30 a year ago. So some profit-taking in this stock, or any other AI darlings, would make sense. But the trajectory also raises another question. Clearly, there have been dips in the stock over the last year, like the 40% drop from February's high of $125 to an April low of $74. And now it's more than doubled since that low, along with a slew of other AI-related stocks that ripped off the April bottom. So is this just another buyable dip in the AI bull market rally, or should investors really be preparing for the end of a decade of dominance for large-cap stocks? That question — whether it be about Palantir stock or any other large-cap technology name — is at the core of the market action over the past week. The Russell 2000 is up about 6.7% since the start of August, outperforming the S&P 500's roughly 2% gain. Healthcare (XLV) and Materials (XLB) are leading the sector action after lagging for most of this year, while Technology has been the clear laggard as the worst-performing sector in the month. Small caps have had their moments over the past two years, happening in fits and starts. They've even been a popular pick among Wall Street strategists making predictions for the year ahead. But those moments just haven't seemed to materialize into a full-fledged rotation, as the Russell 2000 Index is up just 4.5% over the past year and hasn't reached a record close yet in this bull market run. But here we find ourselves, back in the big debate as to whether the rotation is actually happening this time, for real. There are, of course, arguments on both sides. "History would suggest there is more to go in cap-weighted dominance," Bank of America's head of US equity and quantitative strategy, Savita Subramanian, wrote in a note to clients this week. "But if the Fed's next move is a rate cut, and if the Regime indicator is shifting to a Recovery, we think the run may be closer to done." On the other side, it's hard to bet against Big Tech and stop dancing with the stocks that brought the market this far. Truist co-chief investment officer Keith Lerner wrote in a note to clients on Thursday that while he believes the tech sector could see some more troubles in the near term, he sees further dips as buyable. "The main risk to monitor is a deterioration in earnings momentum — however, profit trends remain strong for now," Lerner wrote. At the end of the day, stock valuations are about making money and the hopes of making more of it. Nvidia (NVDA), the leader of this AI bull market, will report quarterly results after the bell on Wednesday, Aug. 27." MY COMMENT About as DUMB as you can get. A five day drop.....you have got to be kidding. I love the little sentence about how...... since the start of August.....blah, blah, blah. Of course mentioning the month of August....on a psychological level....makes your brain visualize a market drop of a month. But the time span of the little drop was ONLY a week. The first couple of weeks in August were EPIC gain weeks. A perfect example of the constant BS that long term investors have to....ENDURE.
As to the above......here is what I think. On Monday at the open in one of the accounts that I manage I am selling ALL shares of.....training wheels position.... WMT. I am using that money to add $10,000 each to AAPL, AMZN, HD, COST, GOOGL, and MSFT. I am also adding $15,000 each to NVDA and PLTR. These moves will happen at the open on Monday. I can always add WMT back into the portfolio later........but.....for now I prefer to see this money allocated to the other eight stocks. I believe that their potential for gains is MASSIVE over the next 5-10 years.
PLEASE.......I am posting the above moves as part of my pledge on this thread to post all trades when they happen. This allows readers to follow my journey as a long term investor.....as documented in this thread.... over what is now a time span of nearly.....SEVEN YEARS. BUT......I am NOT recommending that anyone else COPY what I am doing. My situation and the situation of the various family members that I manage accounts for is very specific to........."US". "YOUR situation is very specific to "YOU". Your situation may not be like mine or my family members. EVERYONE must invest according to what is best for their own very specific situation.
Just for the historical record......this is the market yesterday. Dow surges more than 800 points to post record close as Powell speech fuels rally https://www.cnbc.com/2025/08/21/stock-market-today-live-updates.html
Yeah, the media is doing their thing as usual. Always in search for trouble, fear, or whatever narrative they are paid to push. I don't think it is all that uncommon for some things to cool off or money to move or reallocate to different things at times. There have always been times when some sectors may move differently for a period of time. I noticed a time or two this week when some of the TECH was down a bit that some of the dividend type stocks were up. Maybe some of that was folks trimming a bit of gains and adding to some of the other things. Of course, the big firms and institutional investors are always doing something as well. Then there was some broad market gains if I remember correctly. My opinion, not everything always means something. As to the PLTR stuff mentioned, you guys that follow it closely are probably right, so I can't comment much on what went on there. Nice little update on the portfolio WXYZ. On my end of management, I haven't really done much of anything. I continue to make my general contributions as scheduled and just keep moving along. Not much else to do. I plan to add some additional money outside of the regular contributions as the year dwindles down if I can. I checked back in once again on the international index recently. That particular fund is up about +26% YTD and still beating the SP 500 at +10.20%. I don't know why I am intrigued with checking on that every once in awhile. Maybe because it was consistently (international) getting beat for so long or because I held it at one time. Interesting to see so far at this point. No plans on my part to do anything. We will soon be into September before we know it. This year has rolled by quickly it seems. We still have a ways to go, but it will be interesting to see how we all end up for the year.
I think that is a good public service announcement for the thread. Not just your portfolio/decisions, but for anybody. There are many different long term investors here. Many doing different things. It is so important to do and construct a portfolio for yourself and your own goals and financial situation. It matters significantly to do so. If one does not have a personal plan that fits you, then one will likely never stick with it....at least in my opinion. I enjoy many posters here and following their journey, but there is no way I would want to do some of the same things in my own plan. It is not that I believe there is anything wrong, but it just does not match what I want to do or in some cases comfortable doing. Just as many would not want to match mine. I think the differences make it an even better thread. Our thesis of long term investing is something we all share and believe in and the proof is in the many posts. Our portfolios are very different among us, as they should be.... for everyone's situation is unique to the individual. For example, we usually put up our YTD numbers at the end of the year. There are many different numbers among the ones that do this. I always enjoy seeing those. There are some really big numbers sometimes (and then there is mine).
I will also mention.......I DO still have WMT as a small trial position in some of the accounts that I manage. I will make the moves above in a single account on Monday. So I have different levels of WMT from zero to small depending on the particular account. This will allow me to continue to follow WMT as a holding and see how I like it and ......IF......it can become a full position at some point in the future.
I got SKUNKED recently in my auction quest for a painting and a piece of sculpture. I lost out on both of them. I did not even get close. Both items blew past what I was willing to pay for them. That is how it is in the collecting world. The good news....there is never any shortage of auctions or good items. So I will just look forward to the various FALL auctions that I attend and watch.
