The Market 2022-2023-2024-2025

[Devilmaycare]

My portfolio I have SCHD which is heavy into collecting dividends as part of it's strategy. My other holdings are more based on appreciation. All of my holdings are in an IRA. SCHD has not lost appreciation or income during Trump's term so far. Those dividends just keep rolling in. I am thinking of buying other income based ETFs, and moving out of my funds that try and match S&P 500, etc. I am thinking this is smart to lean on income rather than price appreciation since Trump keeps roiling the markets and making them volatile.

This sounds pretty reasonable and smart to me given your age. You don't have the luxury of letting the market rebound before retirement. I'm all for moving towards safer assets as you're nearing and after retirement.

 

[Yuma]

This sounds pretty reasonable and smart to me given your age. You don't have the luxury of letting the market rebound before retirement. I'm all for moving towards safer assets as you're nearing and after retirement.

I just don't see the market booming in the next four years. The only way I see a real market boom is if the Trump tax cuts get axed.

 

[jf-08]

My portfolio I have SCHD which is heavy into collecting dividends as part of it's strategy. My other holdings are more based on appreciation. All of my holdings are in an IRA. SCHD has not lost appreciation or income during Trump's term so far. Those dividends just keep rolling in. I am thinking of buying other income based ETFs, and moving out of my funds that try and match S&P 500, etc. I am thinking this is smart to lean on income rather than price appreciation since Trump keeps roiling the markets and making them volatile.

I have a large position in SCHD as well.

But I've been buying different stocks and ETFs since middle of March and I'm up quite a bit.

 

[Yuma]

I have a large position in SCHD as well.

But I've been buying different stocks and ETFs since middle of March and I'm up quite a bit.

Any income ETFs? What's your strategy on ETFs in this volatile Trump marketplace?

 

[jf-08]

Any income ETFs? What's your strategy on ETFs in this volatile Trump marketplace?

Buy, buy, buy. But that's just me. I'm looking for a 10-year hold on them.

 

[jf-08]

Any income ETFs? What's your strategy on ETFs in this volatile Trump marketplace?

I've been buying:

IWF is about +10% in the last 3 months, 11.5% the past year.

QQQ @ 10% the past three months.

VUG @ 10% the past three months.

TSM up over 40% in the past 3 months.

NVDA >25% over 3 months.

PLTR up 55% in the past 3 months.

SCHD is actually down 3.6 % in the past 3 months.

The rebounds are buying opportunities.

 

[Russ Smith]

Should have bought CRCL. We'd all be rich now. Was 31 dollars on june 4. it's 258 right now and headed up.

It's apparently connected to stable coin and when the Senate passed the GENIUS Act, it apparently legitimized stable coins.

You must be registered for see images attach

 

[Dback Jon]

Should have bought CRCL. We'd all be rich now. Was 31 dollars on june 4. it's 258 right now and headed up.

It's apparently connected to stable coin and when the Senate passed the GENIUS Act, it apparently legitimized stable coins.

You must be registered for see images attach

I wonder how many congressmen own stock in it

 

[Russ Smith]

I wonder how many congressmen own stock in it

My first thought too. I saw it online it's up 4% in about 10 minutes since I started watching it so it's clearly being pumped now

 

[JohnnyCakes]

DJIA	44,117.80	298.53 (0.68%)
NASDAQ	20,396.01	122.55 (0.60%)
S&P 500	6,210.21	37.14 (0.60%)
NYSE	20,430.92	92.51 (0.45%)
AMEX	5,781.19	30.09 (0.52%)

 

[JohnnyCakes]

https://finance.yahoo.com/news/live/stock-market-today-sp-500-nasdaq-jump-to-fresh-records-capping-stunning-second-quarter-comeback-201100983.html

 

[Russ Smith]

European Market Performance:

• STOXX Europe 600: The pan-European index gained nearly 7% in the first half of 2025, with one source noting a total return of about 22% in dollar terms.
• DAX (Germany): Surged 20% year-to-date.
• FTSE 100 (UK): Up 7.7% year-to-date.
• FTSE MIB (Italy): Gained 16% year-to-date.
• IBEX 35 (Spain): Rose around 20% year-to-date.
• MSCI Europe Index: Returned an average of 10.47% year-to-date.

U.S. Market Performance:

• S&P 500: The index saw a roughly 5% gain in the first half of 2025, with one source citing a year-to-date return of 7.50%. However, other sources indicate an underperformance compared to European markets.
• Nasdaq Composite: Also added around 5%.
• Dow Jones Industrial Average: Up by 3% year-to-date.

 

[Russ Smith]

And here we go again, markets down a bit, tariff letters posted online, markets drop. Supposed to be more letters for the next 4 days so if they're what we saw today the markets are going to be down after finally getting back to where they started and being at highs(except for the DOW).

 

[Yuma]

And here we go again, markets down a bit, tariff letters posted online, markets drop. Supposed to be more letters for the next 4 days so if they're what we saw today the markets are going to be down after finally getting back to where they started and being at highs(except for the DOW).

Then a few days later, he will say he's delaying the tariffs for 30 to 90 days. Markets will go back up. They are manipulating the markets for gain 100%

 

[Russ Smith]

Then a few days later, he will say he's delaying the tariffs for 30 to 90 days. Markets will go back up. They are manipulating the markets for gain 100%

There's one I saw yesterday called Truflation that came in at 1.6 and the administration immediately touted it as proof his agenda is working. I knew I'd read about it before so I googled it and the CEO has a video on youtube that's now 9 days old where he breaks down in detail how th BLS reports for inflation and jobs are all fake and "I don't like being lied to". So the guy who does the stat they're citing as proof of low inflation literally said on the record they are faking data.

The Truflation number is some new data point that nobody really understands yet in theory it should be more accurate but the guy admits in the same video because they strongly believe other numbers are fake it limits how accurate their numbers are.

I think inflation and jobs numbers are the primary reason the markets aren't already tanking

Really tempted to buy a 3X short stock before Aug 1