Kseniia Kopotilova
๐Œ๐ฒ ๐๐Ÿ’ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“ ๐’๐ญ๐จ๐œ๐ค ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค: ๐‚๐š๐ฎ๐ญ๐ข๐จ๐ฎ๐ฌ ๐›๐ฎ๐ญ ๐Ž๐ฉ๐ญ๐ข๐ฆ๐ข๐ฌ๐ญ๐ข๐œ As I look toward the last quarter of the year, Iโ€™m honestly feeling cautiously optimistic about the stock market. This yearโ€™s already been crazy enough - US equities have hit 28 record highs despite several sharp pullbacks. I think that the momentum could carry into year-end, even with the economy cooling. With GDP growth expected to slow to about 1.9% for the year, with Q4 likely tracking closer to 1.4% annualised, we do have some macroeconomic headwinds (not mention labor market cooling). But there are also a few tailwinds to drive markets higher. The Federal Reserveโ€™s likely to cut rates as inflation eases and the job market softens, which could give a boost to growth stocks, especially in tech and AI (as you know these are the core themes of my portfolio). I will watch very closely trade developments, new U.S. policies, and geopolitical events and Iโ€™m also keeping an eye on inflation reports and Fed updates, as any surprises there could mess up with tech stock valuations. For my portfolio, Iโ€™m sticking with a concentrated high conviction approach of 10 leading quality stocks. I am not expecting to touch my portfolio much except for depositing and investing more in existing positions. Feel free to follow and copy my portfolio. ๐Ÿ’š Any questions or comments, donโ€™t hesitate! Carrot Cake ๐Ÿฅ•๐Ÿง ๐Ÿ’ฐ Also: perfect time to initiate or increase your copy as I deposit every first week of each month. ๐Ÿ’ฐ $NSDQ100 $SPX500 $BTC $NVDA (NVIDIA Corporation) $TSLA (Tesla Motors, Inc.)
1 reply
null
.