Shesa's August 2025 investment Blog

 By Shesa Nayak

Welcome to Shesa’s Blog

U.S. Stock Market Update 

The U.S. stock market (Nasdaq and S&P) rallied to multiple record highs during the month of July 2025 with the S&P 500 went up about 3% and NASDAQ up about 3.7% for the month. After making multiple highs, all of a sudden there was a jolt in the stock market last Friday attributed to terrible job reports, and Trump’s tariffs concerns of August 7 deadline potentially increasing the reciprocal tariffs. We have entered into August followed by September which happens to be the worst month of the year for the stock market, hence we must be watchful to the market situation.

Q2 Earnings

We saw marathon of big tech companies earnings in last couple of week. Almost every company had a beat on top and bottomline with the exception of Tesla. Apple, Amazon, Google and Netflix came with good earnings. But the star performers in the large tech sector were META and Microsoft. The earnings season will continue for another couple of weeks and then the biggest earnings of the season Nvidia reports on August 27.

Economic

Gross domestic product (GDP) jumped 3% for the second quarter beating estimates of 2.3%, consumer spending rose 1.4%, Personal consumption expenditure (PCE) came higher 2.6% vs. 2.5%. But the worst thing was,  only 73,000 jobs were added in July vs. 110,000 expected. More worrisome was, June report revised down from 147,000 to 14,000 and May report was revised down from 144,000 to 19,000. I will not be surprised if July report is revised later.  The unemployment went up to 4.20%. Visualizing this major miss Trump fired the labor secretary. Also, I feel that August may add up to the re-inflation fear due to tariffs impact. So, there is little bit of re-inflation fear. We will see the August inflation report next week when CPI and PPI are released. 

Federal Reserve

On July 30, the FOMC’s July 30, 2025, left the interest rate unchanged at 4.25% - 4.5% with no clear signal for September cuts and emphasis on monitoring inflation (above 2% target) suggests caution. However, with July job report and revisions, now Fed’s decision can be seen as a horrific mistake. Frankly, this FOMC has got wrong many times in their decision making process. We will see what they do during the next FOMC meeting on September 17. I think they will have tough time in September meeting because of terrible job reports but higher inflation due to tariffs.  

Trade Deals

The August 7 tariff deadline looms. There may be some trade deals next week but clock is ticking out. If it goes well, market may bounce back, otherwise we may see further pullbacks. If market bounces back, I may trim little more. 

What lies ahead in August?

Well, historically August is not a great month followed by September which is the worst month  for the year for the stock market. I will do the analysis and provide my view, but before that let’s take a quick look to the stock market indexes.  

Indexes	Close TUE 12/30/24	Close FRI 5/16/25	Change in 2025	% Change in 2025	All Time High	From All Time High	% from All Time High
DOW	42,544.22	43,588.58	1,044.36	2.45	45,073.63	-1,485.05	-3.29%
S&P 500	5,881.63	6,238.01	356.38	6.06	6,099.97	138.04	2.26%
NASDAQ	19310.79	20,650.13	1,339.34	6.94	20,204.58	445.55	2.21%
Russel 2000	2,230.16	2,166.78	-63.38	-2.84	2,466.49	-299.71	-12.15%
SOX (Semi)	4,979.93	5,527.61	547.68	11.00	5,931.83	-404.22	-6.81%

Corporate Earnings

Q2 Earnings: For Q2, 66% of S&P 500 companies have reported earnings, 82% companies have reported a positive EPS surprise and 79% of S&P 500 companies have reported a positive revenue surprise.

Earnings Growth: The earnings growth rate for the S&P 500 is 10.3%. If 10.3% is the actual growth rate for the quarter, it will mark the 3rd consecutive quarter of double-digit earnings growth.

Valuation: The forward 12-month P/E ratio for the S&P 500 is 22.2. This P/E ratio is above the 5-year average of 19.9 and above the 10-year average of 18.5.

Economic News

• Interest Rate: 4.5%. 
• GDP Annual GDP: 3% vs. 2.3%
• CPI/Inflation: 2.7% (May)
• Producer Price Index (PPI): 2.35%
• NonFarm Payroll: 73,000 vs. 110K. Unemployment: 4.2% vs. 4.1% 
• Retail Sales: down 0.6% in June
• PCE: 2.6% (July) vs. 2.4%
• ISM Manufacturing: 48 in July. Below 50 is contraction of economy.
• ISM Services: 50.8 
• ADP Report: 104,000 jobs vs. 75K expected
• Consumer Confidence Index: 61.7
• Mortgage Rate: 6.7% for 30-year Fixed.

Current Market Phenomenon

The rational behind my message to WhatsApp group on Thursday, July 31

On Thursday, I sent an update to my WhatsApp group telling that market is looking little risky and better to hedge the portfolio to mitigate some risks. And market was beaten down on Friday. I was unaware about the bad job numbers or Donald Trump’s message to increase tariffs. So, was it a guess work or what really triggered me to send this message? Here are my observations why I thought so.

First of all, nobody knows the future, and I am no fortune teller. So, certainly some elements of guesswork is alway there. But here are the rationales behind my message:

• Despite the fact that Nasdaq and S&P were making new highs, a large number of stocks were going down except a few who were holding the market.
• The option prices were not going much for many stocks despite the rise in stock price viz. SOXL, TQQQ snd many other tech stocks. Which meant market was not very bullish.
• After the explosive results from META and MSFT, the Nasdaq was up more than 330 point around the opening but the rally did not sustain and pulled back to negative zone. What it meant was market was tired and technically stretched.
• The FIGMA IPO further added to the fear of irrational exuberance which is not good.
• The huge run of some of the stocks due to short squeezes usually happens when market is at  its pick. We saw in some stocks like OPEN, QS, ENVX went crazy for few days mostly due to short covering.
• If you have observed most of the time Apple is the last big tech company to declare earning and many times the institutions pull the trigger around this time. Because next big earnings come from Nvidia on 27 August. Furthermore, there is concern about tariffs and economic numbers were not great. The Fed chairman said they are unsure whether there will be any rate cut in September.
• Finally, August and September are not great months for the stock market, September being the WORST month of the year.

All the above factors made me to think that the market was looking little risky and sent a quick update to the WhatsApp group. 

So what can we expect going forward?

Frankly, it’s extremely difficult to predict the stock market. As I said earlier, the economic numbers are not great, tariff fears are catching up, re-inflation fear is lingering, Federal reserve is adamant not to cut the rates in foreseeable future. Having said that, Friday job numbers may compel them to think and re-think their view. Currently, there is no major catalyst(s) until Nvidia’s earnings on August 27. Hence, we may see some volatility ahead. In addition, a return of high(er) inflation, or soaring unemployment or FED’s adamant policy could turn sentiment over. Hence, it’s better to be prepared. August is not a terrine month but it’s not a great month  for the stock market either. Let’s give a quick glance to last 20 years how the market indexes have done in the month of August. 

Let’s take a quick look to Nasdaq and S&P 500 based on my research for the month of August in last 20 years. Why did I take for 20 years data? Because it seems more logical to me to review two decades. 

Nasdaq

• Average return: 0.4%
• Positive months: 12 of 20 years (60% win rate)
• Major gains: 2014 (+4.8%), 2020 (+9.6%)
• Major losses: 2008 (-6.4%), 2011 (-6.6%)
• Volatility: Higher due to tech-heavy composition

S&P 500

• Average return: 0.3%
• Positive months: 12 of 20 years (60% win rate)
• Major gains: 2014 (+3.8%), 2020 (+7.0%)
• Major losses: 2011 (-5.7%), 2015 (-6.3%)
• Volatility: Moderate, broader market exposure

This month market may remain volatile due to tariff concerns (Trump’s August deadline) and terrible job reports. Rate cut hopes (69% for 0.25% in September) after the dismal job report may support some gains, but tariffs and earnings risks could subside. So, in such a market situation we may have to fine tune our strategy little bit to adjust to the environment. Pls see my Strategy section for further details. 

For September, I can write in my next blog. However, in case the blog gets delayed, I will be  extremely vigilant in September, Historically, it’s the worst month for the stock market and have mostly been a down month (-ve return). 

My Poll in the WhatsApp group - My View

I did a WhatsApp poll in my WhatsApp group yesterday asking whether Federal Reserve FOMC committee is doing a good job? Most of our friends about 60% said FOMC is doing a great job. I respect their view but I beg to differ on this opinion. Why so?

Before I start, few of our friends said they don’t know what is FOMC. The Federal Open Market Committee (FOMC) is the Federal Reserve committee which determines the monetary policies which sets the interest rates or fund rates. There are 12 voting members who determines what will be their course of action to control inflation or increase money supply or liquidity by cutting rates and so on..

I have been studying the U.S economy and stock market since 1997. I believe Allan Greenspan was one of the best along with his team. The current FOMC committee headed by Jerome Powell’s team is heavily reliant on lagging data like past inflation and unemployment numbers, which makes them reactive rather than forward-looking. This approach often misses global shifts like trade disruptions or energy price spikes. Basically, they’re not really anticipating future trends as much as chasing what’s already happened. They made many policy mistakes. First, they couldn’t predict inflation after COVID and thought it transitory but inflation spiked to 9.1%, 40 years high. After that, they started hiking the interest rate persistently about 13 times and raised the rate to 5% from almost 0. If I am not mistaken, in mid-2023 they said minimum three rate cuts and stock market started moving. After seeing the data for 1-2 months they kept telling they are data dependent and they are/were on brining the inflation rate to 2%. Being in such an extremely critical position, you can’t be adamant rather flexible on your approach to mitigate the situation. A few weeks ago, J Powell said, they are looking 2-3 cuts this year. However, in the last meeting (last Wednesday), he said “data-dependent” and avoided firm rate cut in September. What kind of projection does FED use that they keep changing their mind so abruptly? If so, how can a monetary policy be designed if they have no clue what may happen!! They use 3-4 models like Philips curve, DSGE, VAR and Survey based model. The FOMC responsibility is not a stock market policy rather defining the monetary policies. I have seen Allan Greenspan, Ben Bernanke, Janet Yellen and now Jerome Powell. It feels the current FOMC is totally indecisive and worst among these. Now, why do I say the FOMC lead by Allan Greenspan was probably one of the best. Here is why.. 

A point to be noted (Added on 8/4/25): The whole data reporting system seems to be erroneous and the old outdated system is still bring used from the arena of using floppy disk. And the FED is relying on this erroneous old data!!!

Alan Greenspan’s was Federal Reserve chairmen from 1987–2006. He navigated 1987 Black Monday crash and dot-com bust with swift rate cuts, stabilizing markets. These events  were the worst in stock market history followed by the great financial crisis in 2008. Some people say, financial crisis in 20028 was result of Greenspan’s over deregulation policy. However, I tend to disagree. Because the financial crisis happened during the tenure of Ben Bernanke and if he could have figured out the housing bubble (subprime mortgage) situation then it could have been avoided. During Greenspan’s time the U.S. oversaw the longest U.S. economic expansion (1991–2001), with GDP growth averaging 3.4% annually. The unemployment dropped to 4% by 2000, near historic lows. The stock Market Performance: S&P 500 delivered 9% annual returns which included two of the worst crash in U.S market history i.e.1987, 2000 and of course the disastrous bombing of 2001, better known as 9-11. He also controlled the inflation and kept it steady,  inflation averaging just 2.5–3%, fostering stability.

My final thought: If you read my research you may be aware that the current FOMC is doing a mediocre job at best. They lack vision. If they are so data dependent and model driven then why FOMC committee of 12 members team is required? Please note that Federal Reserve has about 24,000 employees. I hope I have provided enough evidence on why I differ in my opinion. I go with the facts, rather than being judgmental or guesswork. 

My Strategy in current market environment

I keep putting this to refresh the memory of my blog readers. As part of my strategy nothing major has changed. Strategy does not keep changing always. We need to fine tune our strategy based on the market situation. Adapting to the change in market situation is the KEY. Here are some strategies that I would like to emphasize/re-emphasize.

• Always HOLD some CASH to leverage market pullback. During August and September there may be many such opportunities come on the way. 
• In an uncertain environment I would not overload but keep an eye on good stocks which have/had strong earnings can be accumulated in small quantities slowly and steadily to do dollar cost average. But we should know when to stop accumulating.
• Watch the market trend and invest accordingly. Put money on what’s working, not what’s losing.  Remember “hope” is not a strategy!! 
• Have patience and thoughtful execution, not to be thrilled or too depressed when situation do not go our way. Controlling the emotions (Greed and Fear) is the KEY
• Have some mitigation strategy: taking constant profits, hedging the portfolio. This has always been my strategy. But remember, when tsunami comes the small dams can’t protect but at least it can obstruct the water flow. So, the whole portfolio can’t be protected but at least there is some protection. 
• Think long term but always watch the current market trend (bullish, bearish, uncertain etc.) and decide the next step. 
• Some “Tactical trading” - not day trading may bring better ROI but do it diligently. I am personally very apprehensive about day trading.
• Always have a conscious buy list based on the comfort level: decide fast and act fast - these days market may not wait to the long thinkers..
• Avoid hanging with losers, same money can be better utilized with good stock which has chances of faster turnaround and better ROI. 
• The most difficult thing is to have patience to keep accumulating when a good stock comes down and may take sometime to recover. If recovery is not on the horizon, avoid it or accumulate very slowly
• Avoid catching the falling knife. Cheap stocks become cheaper and then worthless sometime. 
• Listen to others but always do your own due diligence and decide on what you are comfortable. Design your own investment framework based on your age, job situation, risk taking capability, knowledge, experience and most importantly based on your own comfort level.
• Exit strategy: it’s easy if we know “why I am buying an equity”, if that objective is not met, get out. If I see red flags on any stock and I am not comfortable holding it then I simply get out.

Stock Market TOP sectors for 2025

Sector	YTD Performance in %age
Industrial (TOP)	13.58%
Utilities	13.15%
Communication Services	11.3%
Information Technology	10.91%
Financials	6.32%
Materials	3.62%

You can click below link to view complete sectorial performances:

Source: https://www.barchart.com/stocks/sectors/rankings?timeFrame=Ytd

Now let me discuss this month’s hedging pick for my Blog Portfolio.

CoreWeave (CRWV)

CoreWeave operates a cloud platform that provides scaling, support, and acceleration for Generative AI. It builds the infrastructure that supports compute workloads for enterprises. Its products include GPU compute, CPU compute, storage services, networking services, managed services, AI model training, AI interference, dataset optimization tool for machine-learning developers. The company was incorporated in 2017 and is based in Livingston, New Jersey.

Why do I like CRWV

CoreWeave went public just a few months ago on March 28, 2025 on the Nasdaq at $40 a share. This stock was not on my view until the company came with a stellar last quarter bringing my attention. After their last earnings, the stock came down but after a day or so, it started moving upward as investors realized its growth potential. In about 3 weeks, the stock went from $40 to incredible $187. It ran too much too fast. The company declared some partnership and acquisition causing the stock to go on a downward spiral and now sitting at $104.14. So, I thought it may be right time to put on my blog. 

• AI Infrastructure Leader: CoreWeave leads in GPU-accelerated cloud computing, with a $25.9B revenue backlog, including an $11.9B OpenAI deal. Please note that, its GPU infrastructure can increase the computing speed anywhere from 10x - 100x comparing to traditional CPU based systems. So, the company has tremendous potential. 
• It’s an elite partner for Nvidia and first cloud provider to deploy Nvidia’s Blackwell ultra chips (GB300) at scale enabling 50x faster AI interface than previous generation. 

So, why did the stock go down?

The stock has gone down about -33% in last one month and above 40% from its high. Some of these following factors contributed to its decline. The first point below was the major cause of its decline. 

• Core Scientific Acquisition (July 2025): The company agreed to buy Core Scientific for $9 billion in an all-stock deal to gain control of 1.3 GW of data center power capacity, eliminating $10 billion in future lease obligations and targeting $500 million in annual cost savings by 2027.
• Senior Notes Offering (July 2025): Announced a $1.5 billion senior notes offering due 2031 to fund general purposes and debt repayment
• Applied Digital (APLD) Leases (June 2025): Signed two 15-year lease agreements worth around $8 billion for large data centers, increasing capacity
• Senior Notes Upsize (May 2025): Issued $2 billion in senior notes

Financials

• Revenue Growth: Q1 2025 revenue $981.63M, up 420% YoY from $188.7M, up 31.4% QoQ. For full-year 2025 forecast: $4.9B–$5.1B, up 163% YoY from $1.92B in 2024. 
• Profit Growth: Q1 2025 was $606M, up 480% YoY.  Net loss widened to $314.64M, 143% YoY from $129.2M, due to $177M stock-based compensation and $264M interest payments.

Strategy

The stock is currently trading at $104.14. The 52-week high for this stock is $187, down -44% from its high. Despite the higher valuations and Risks (pls see below), it’s one of the best growth stock in the market visualizing the current AI phenomena. I have been slowly accumulating this stock for last few months. Also, I took some profits in the big run that we saw before. I will keep accumulating strategically to my current position or keep trimming as the situation demands. As most of my blog readers know, I am  a growth investor and usually I never buy any stock at once. I always buy in small quantities in a phased manner. I use such opportunity to accumulate and build my portfolio. When there is bump up, it’s extremely important for me to take some chips out of the table and book some profits. Also, CRWV is a very volatile stock, hence some hedging is very important to mitigate/protect from any significant downside. The company’s Q2 results is planned for 8/12, so one can wait to get more clarity. 

Risks

Obviously it’s not a cheap stock as it’s trading at a valuation of 17.9 P/S ratio. Also, the company generated 62% of their revenue only from Microsoft in 2024. So, high level of concentration is a risk. One key risks that I would like to highlight is that, the lockup period expires on 8/14, after going public. So we may see some sell-offs before or around that time. Furthermore, the company expects $20–$23 billion in capital expenditures and rising debt raise concerns about near-term profitability. But I am not too concerned about this as long as company makes significant growth. This stock is advisable ONLY for the growth investors who can absorb volatility and do not panic. Otherwise, better to stay away.

My final thoughts

Despite the fact that there is a valuation concern, lock up expiration period is coming and concentration on a few companies, I do like this stock. The company is planning to diversify its customer base viz. OpenAi, IBM, JPM, Chase, Cohere and also building large data centers in Europe to build AI infrastructure aggressively. This stock has tremendous growth potential in the long run. But it’s a high growth and high risk stock and ONLY advisable for the growth investors who can absorb volatility. Who can’t take volatility MUST stay away. For me, I am not apprehensive in handling such situations. Having said that, if I see any red flag on any of my holding, then I won’t hesitate to pull the trigger irrespective of how great the company/stock may be. I do NOT fall in love with any stock. So, emotions should not impact my investment decision. At this time, I feel CRWV has a huge potential, hence I am invested.

Key Q2 Earnings Update

Meta Platform (META)

• EPS: $7.14 vs. $5.92 expected
• Revenue: $47.52 vs. $44.80 billion expected.

The company said that third-quarter sales will come in the range $47.5 billion to $50.5 billion, ahead of Wall Street estimates of $46.14 billion. 

My view: META has been firing on all cylinders. This has been one of the star performer and monetizing its AI investment. Its instagram, Facebook are rocking. I like this stock. Any major dip will be a good opportunity to add.

Microsoft (MSFT)

• Earnings per share: $3.65 vs. $3.37 expected
• Revenue: $76.44 billion vs. $73.81 billion expected, up 18%.
• Azure cloud produced $29.88 billion in revenue, up about 26% and beating consensus of $28.92B.
• Guidance: $74.7 billion to $75.8 billion in fiscal first-quarter revenue. The middle of the range, at $75.25 billion vs. $74.09 billion estimated. The company sees 37% Azure growth which is fantastic.

My view: I think next to META, Microsoft came of a stellar quarter. After the dip last Friday, I have initiated some call positions. If it dips further, I may slowly keep adding.

Robinhood (HOOD) 

Revenue: $989 million vs $920.4 million (45% year-on-year growth).

EPS (GAAP): $0.42 vs analyst estimates of $0.31 (35.2% beat)

• Adjusted EBITDA: $549 million vs $448.8 million 
• Operating Margin: 44.7%, up from 27.7% in the same quarter last year
• Funded Customers: 26.5 million, up 2.3 million year on year.

My View: This company seems to have lots of growth potential. 

Carvana (CVNA)

Revenue:  $4.84 billion, up 42% YOY. 

Earnings of $1.28 a share were more than nine times above the year-earlier profit of 14 cents a share. It's the second-straight quarter of triple-digit EPS growth.

My View: This is a stock I bought less than < $5. What a spectacular stock it has been. I went from about $3 to $367 in last couple of years!! I have some core position. 

Applied Digital (APLD)

Revenue: $38 million, up 41% from a year ago vs. of $37.1 million, 

Earnings: Loss of 3 cents, smaller than the 15 cent loss expected.

Mi view: I have added this stock in my blog portfolio. This is a volatile growth stock worth keeping for long term.

Apple (AAPL)

• Earnings per share: $1.57 vs. $1.43 expected
• Revenue: $94.04 billion vs. $89.53 billion expected
• iPhone revenue: $44.58 billion vs. $40.22 billion expected.
• Services revenue: $27.42 billion vs. $26.80 billion expected
• Gross margin: 46.5% vs. 45.9% expected
• Guidance: Apple said that it expects mid-to-high single digit increases in overall revenue.

My view: The company saw double digits revenue growth since 2021. It did well in all segments. However, it’s lagging behind AI adoption which is impacting its stock performance.

Amazon (AMZN)

• Revenue: $167.7 billion vs. $162.09 billion estimated
• Earnings per share: $1.68 vs. $1.33 estimated
• Amazon Web Services: $30.87 billion vs. $30.8 billion estimated
• Advertising: $15.7 billion vs. $14.9 billion estimated
• Guidance: expects operating income to land between $15.5 billion and $20.5 billion vs. $19.48 billion.

My view: The company had a strong quarter but Wall Street was disappointed with its AWS growth and guidance. It has always been a good stock for long term. I will add on the dip.

For Google (GOOG) and Tesla (TSLA): Please refer to my weekend update of 7/27/25.

https://shesanayak.blogspot.com/2025/07/shesas-weekend-update-72725.html

AI Investment by big Techs for 2025-26

• MSFT: increased to $120B vs Est. $80B
• AMZN : increased to $118B vs Est. $105B
• META: increased to $100B vs Est. $72B
• GOOGL: increased to $85B vs Est. $75B

A few Equity/Stocks to watch

• META
• MSFT
• AVGO
• NVDA
• AMD ==> Earnings due this week on 8/5. I will keep a close eye on.
• SMCI ==> Earnings due this week on 8/5.  I will keep a close eye on.
• TSLA
• CRWV
• SOXL
• TQQQ
• CVNA
• APLD
• Quantum Computing: IONQ, QBTS, QUBT
• RXRX
• RKT
• ENVX
• PANW
• SNOW
• OPEN

Shesa’s Blog Portfolio (As of AUG 3, 2025)

Equity	Suggested Price	Current Price	Suggested Date	% Change	My View  (see disclaimer)
STOCK (All prices are in USD)
AAPL	12.9	202.38	1/25/13	1469%	Accumulate on dip
META	47	719.1	11/13/13	1430%	Accumulate on dip
MA	77.18	559.89	12/12/13	625%	HOLD
AMZN	15.58	214.75	4/12/14	1278%	Accumulate on dip
SHOP	13.48	118.6	11/25/18	780%	HOLD
SPG	54.59	160.68	5/25/20	194%	HOLD
NVDA	23.9	173.72	2/13/22	627%	Accumulate on dip below around 150
TSLA	290.25	302.63	5/1/22	4%	Accumulate on dip
RKT	14.24	16.54	7/6/25	16%	Accumulate on dip
SOXL	15.66	24.08	4/6/23	54%	HOLD
GOOG	123.25	189.95	5/21/23	54%	Accumulate on dip
PLTR	20.49	154.27	11/19/23	653%	HOLD
PANW	142.06	172.88	3/31/24	22%	Accumulate on dip
ENVX	10.48	10.70	4/28/24	2%	Accumulate on dip
Z	51.92	80.2	8/11/24	54%	HOLD
LRCX	76.16	96.37	11/11/24	27%	HOLD
RXRX	6.76	5.68	1/2/25	-16%	Accumulate on dip
IONQ	37.46	38.12	2/18/25	2%	Accumulate on dip
AVGO	203.64	288.64	4/5/25	42%	Accumulate on dip around $280
APLD	11.18	12.52	6/15/25	12%	Accumulate
HOOD	94.4	99.9	7/6/25	6%	Accumulate
CRWV	104.14	104.14	8/3/25	0%	NEW ADDITION
	ETF
IHF	27.82	40.81	8/16/15	47%	HOLD - I may Sell
MUTUAL FUND
PRMTX	59.45	165.92	12/20/14	179%	HOLD
FSRPX	9.05	19.32	1/15/16	113%	HOLD
FSMEX	43.66	60.38	9/24/17	38%	SOLD

Terminologies used under "My View" column in the Blog Portfolio

• Buy: I can buy the stock or take a new position
• Accumulate: I keep accumulating/adding the stock whenever I get an opportunity
• Accumulate on Dip: I will accumulate only if it dips
• Buy on Dip below: That's the intention to buy if it dips below certain price
• HOLD: Neither adding nor Selling
• SOLD: Sold all stock
• New Addition: Adding a new position to the Blog Portfolio

Economic report this week (8/4 - 8/9)

Nothing very critical this week.

Wed, 8/5: ISM Services

Equity Sold since my Last Blog

Mutual Fund: FSMEX

Here is my YouTube channel link:  https://www.youtube.com/channel/UCt7oLVUMG3NkJUzAVUzl4Tg

Disclaimer: This blog is meant to provide my opinion only. The information provided is to the best of my knowledge but may not be accurate. I do NOT provide any professional recommendation to buy/sell any stock, ETF, mutual fund, or any other security(s). As an investor, it’s your hard-earned money and you decide what is best for you. The above are merely my own opinions on what I do. Please contact a professional money manager to buy/sell any security. I do not charge any fees or commission by writing the blog except anything from Google AdSense. I have position(s) on whatever security I put on my blog portfolio and avoid including any security that I do not own or follow. Anyone buying or selling the equities mentioned here must do at their own risk.

Note: Click on Blog archives to read all my Blogs and updates.