Real Returns, Real Talk: My May Recap

0x311a
06-01

May was a big month for the markets. Tech continued to surge, AI remained the hot topic, and investors who stayed the course were rewarded. Personally, I saw solid returns across my portfolio.

✅ CIBR (Cybersecurity ETF): +20% – Cybersecurity demand is growing fast, and it’s paying off.

✅ PLTR (Palantir): +53% – One of the strongest movers this month, driven by real traction in AI and government contracts.

✅ SCHD (Dividend ETF): +6% – Steady as always. Slow but solid income and stability.

✅ SCHG (Growth ETF): +11% – Growth names bounced back strong in May.

✅ SPLG (S&P 500 ETF): +9% – A good reminder that sometimes the broad market can still deliver.

Now the big question; hold or sell?

For me, I’m holding. These positions have long-term potential. Palantir is volatile, but the upside still looks promising. CIBR is gaining ground with global digital threats on the rise. The ETFs provide balance and stability.

Every investor’s situation is different, but timing the top is never easy. Sometimes, letting winners run while managing risk is the smarter move.

May was green. Let’s stay ready for June.

May is Done! How Do You Expect June Movement?
S&P 500 has risen 6.15% this month, marking its best monthly gain of the year. After April’s sell-off and May’s surge, did you make any money? There’s a saying: “Sell in May and go away.” Will you follow it? Interestingly, the market clearly ignored that advice last year. However, June hasn’t historically been a standout month in terms of performance. Historically, the market has NEVER made the top for the year in the month of June. (since 1980) Will you continue to hold or take profits? Will June defy seasonal patterns, or see a temporary cooldown?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Merle Ted
    06-02
    Merle Ted
    PLTR is only 2.59% short and I'd swear every one of them is here. That number right there despite PLTR's high valuation is another reason to buy.
  • Tiger_CashBoostAccount
    06-04
    Tiger_CashBoostAccount
    Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.
  • 0x311a
    06-02
    0x311a
    Right? For all the noise about PLTR being overvalued, only 2.59% short interest? Feels like even the bears aren’t fully convinced. Just makes the long case look even stronger.
  • bingoo
    06-01
    bingoo
    Great recap
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