Aug. Byebye! Sep. Buybuy! Could September Effect Bring Buy Point?
As of August 28th’s close, $NASDAQ(.IXIC)$ and $S&P 500(.SPX)$ are up 2.76% and 2.56% respectively. The pullback that the market had been waiting for never came, yet the enthusiasm has already cooled down significantly.
What happened in August? How was your portfolio?
August saw weaker profit-making effects as sector rotations dominated and meme stocks made a surprising comeback.
Which stock brings you profits?
The "Mag 7" earnings were mixed, with none severely missing expectations, though $NVIDIA(NVDA)$, despite strong numbers, failed to dazzle.
$UnitedHealth(UNH)$ plunged post-earnings, only to rebound after rumors of Buffett increasing his stake.
Powell’s dovish tone earlier this month boosted sentiment, but Trump’s comments about firing Fed governors quickly reminded markets of political risks.
Despite these twists, the market ended August on solid footing.
What may September effect bring us?
September has historically been the worst month for the S&P 500.
After months of steady gains with little pullback, the market often experiences post-summer rebalancing as traders return from vacation and adjust positions, behavioral biases leading investors to trim positions after rallies, mutual fund fiscal year-ends forcing the sale of underperformers, rising volatility and retail participation, hedging activity for Q4.
September could be tedious but also rewarding if played well, while long-term investors can largely ignore the noise.
Your Turn:
How was your August trading performance?
Do you believe in the September Effect, or is it just market superstition?
Which stocks are on your buy list for a potential dip?
REWARDS
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现在等着英伟达下跌来买入。 @Tiramisu2020
For September, I see the “September Effect” less as superstition and more as seasonal rebalancing—funds trimming and investors locking profits. Volatility usually rises, so I’ll be careful with short-term trades but stay steady with long-term positions. It’s a month where discipline matters more than prediction.
On dips, I’m watching Tesla $Tesla Motors(TSLA)$ and Palantir $Palantir Technologies Inc.(PLTR)$ , while healthcare offers stability $Oscar Health, Inc.(OSCR)$ . September may be choppy, but it often sets up attractive entry points before year-end, which is why I’m keeping cash ready.
@Tiger_comments @TigerStars
@Moneybearsss @linkoog @Abaaa @koolgal , @BillyR
Have a great long weekend from the market 🌞☀️🌞
This September will be different from previous ones as everyone is hoping for the rate cut that has been slow to come since the last one. If the Fed gives marker what it expects, there is a good chance that market would rise on that optimism.
The September effect is probably just market trend to me as investors and traders review their portfolio and adjust accordingly. So, it is scientific in that sense and nothing superstitious. Market fluctuations often usually in accordance to market events like earnings season, inflation reports, and in recent times, war and the ceasefire.
As traders and investors, we manage the risk and do our trades accordingly. I think it is more important to remain steadfast, clarity in goals and risk management.
If the market dips, I will be looking at adding more VTI. It is diverse and in the longer term, the world index will likely rise more than fall.
PCT = Pandas Coffee Talk.
For those like me keeps losing money in stocks. There is this LionGlobal Singapore Dividends Unit Trust in Tiger. SGD monthly dividends. 1Y 47%. 5% p.a. Monthly Dividends.
My conviction in $SPDR Portfolio S&P 500 ETF(SPLG)$ is paying off as I am up 47%. SPLG is the mini version of SPY with a super low expense ratio of 0.02%. Both ETFs are managed by the same fund manager State Street Global.
Why did August shine?
Texh resilience : AI optimism and cloud infrastructure demand ignited faith in US megacaps.
Easing interest rate expectations.
And September?
September may test the nerves of short term traders but for me, it is just another chapter in a long beautifully compounding journey.
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
Tag :
@Huat99