In the spirit of the Lunar New Year, it’s time to ‘sweep away’ the disappointments of 2024 and set the stage for a smarter, stronger 2025. Investing is a game of patience, strategy, and learning from past missteps—something I’ve certainly had my share of!
Lessons from 2024: Wins, Losses, and Eye-Openers
My core ETFs— $Invesco QQQ(QQQ)$, $Schwab US Dividend Equity ETF(SCHD)$, and $SPDR S&P 500 ETF Trust(SPY)$ —remained the backbone of my portfolio, providing a solid mix of tech growth, dividend stability, and market-wide exposure. No regrets there.
On the stock side, Mastercard (MA) and Procter & Gamble (PG) didn’t exactly set off fireworks, but their dividends kept the passive income flowing. That’s the beauty of steady dividend payers—they work even when they don’t ‘work.’
Then there was SOXL, my cautionary tale of 2024. While AI stocks soared, $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ stumbled, proving that leveraged ETFs can be a double-edged sword. A tough lesson: no more high-volatility ETFs—I’ll stick to AI leaders instead.
2025: A Balanced Approach
1. My Core Holdings
I’m keeping QQQ, SCHD, and SPY as my foundation—tech, dividends, and broad market exposure all in one tidy package.
2. Dividend Stability
MA and PG stay put, ensuring my portfolio keeps paying me back. I may also explore other dividend growth stocks in stable sectors like utilities or consumer staples.
3. Growth & Opportunities
🚀 AI Beyond the Hype – I’m betting on $Palantir Technologies Inc.(PLTR)$ as a key AI play. Their focus on data analytics and government contracts makes them a long-term contender in the AI revolution.
📈 ‘Trump Trade’ – Policy shifts could benefit energy, infrastructure, and defence—I’ll be watching these sectors closely.
🌍 Other Opportunities – Potential plays in emerging markets or undervalued growth stocks.
The Big Picture
My goal is to grow my portfolio while steadily increasing passive income, striking the right balance between growth and stability. I’ll monitor performance regularly, make adjustments as needed, and—most importantly—stay disciplined, focus on fundamentals, and leave the hype-chasing to the gamblers.
If 2024 was about learning, 2025 is about executing. Let’s make it a profitable year!
💰GONG XI FA CAI! 🚀📈
@TigerEvents @TigerStars @Tiger_comments @CaptainTiger @TigerClub
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