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
對於9月份，我認爲“9月效應”與其說是迷信，不如說是季節性再平衡——基金削減和投資者鎖定利潤。波動性通常會上升，所以我會小心短期交易，但長期頭寸會保持穩定。這是紀律比預測更重要的一個月。
在下跌時，我會關注特斯拉 $Tesla Motors(TSLA)$和Palantir $Palantir Technologies Inc.(PLTR)$ ，而醫療保健提供穩定性 $Oscar Health, Inc.(OSCR)$ .九月可能會波動，但它通常會在年底前建立有吸引力的切入點，這就是爲什麼我準備好現金。
@Tiger_comments @TigerStars
@Moneybearsss @linkoog @Abaaa @koolgal , @BillyR
Have a great long weekend from the market 🌞☀️🌞
今年九月将与往年不同，因为每个人都希望降息，而降息自上次降息以来进展缓慢。如果美联储给马克预期的结果，市场很有可能因这种乐观情绪而上涨。
对我来说，九月效应可能只是市场趋势，因为投资者和交易者会审查他们的投资组合并做出相应调整。所以，从这个意义上说，这是科学的，一点也不迷信。市场波动通常与市场事件一致，如财报季、通胀报告以及最近的战争和停火。
作为交易者和投资者，我们管理风险并相应地进行交易。我认为更重要的是保持坚定、目标清晰和风险管理。
如果市场下跌，我将考虑添加更多VTI。它是多样化的，从长远来看，世界指数可能会上涨多于下跌。
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