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06-04

S&P 500 just clocked its best month of the year (+6.15%), and honestly, Mays been kind. Between $NVIDIA(NVDA)$   moonshot, $Tesla Motors(TSLA)$  's rebound, and steady gains from $SPDR S&P 500 ETF Trust(SPY)$  , I can't complain — even if I did trim a little early. 😅

Now comes June — historically meh, and never the top month since 1980. But with rate cut hopes simmering and earnings tailwinds still intact, I wouldnt rule out a quiet grind higher… before the real test in Q3.

🧠 My take: Stay invested but tactical. Valuations are stretched in parts, but breadth is improving. Im keeping exposure, especially in tech and semis, but shifting some gains into cash and value names — just in case June lives up to its “cool-down"  rep.

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?
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