Thursday, January 11th, 2024

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Hello Stock Traders,

The debate over whether Congress should step away from the trading floor persists, with the proposed ban still making its way through the legislative channels. Regardless of your stance on this ongoing tug-of-war, there’s no denying the fascination surrounding the investments of our elected officials. And at the center of this financial intrigue? None other than former Speaker Nancy Pelosi.

With her husband Paul, a seasoned financier himself, their joint portfolio holds the allure of a curated exhibit for financial observers. Let’s take a peek behind the velvet ropes and examine their eight most recent stock picks.

Nvidia (NVDA): This graphics and video processing chip champion tops the list. In November 2023, Pelosi placed a bet on its continued reign as the S&P 500’s 2023 champion with some call options. Early signs are promising, with a 9% climb since her investment.

Apple (AAPL): The Cupertino fruit never needs an introduction. Pelosi, it seems, is an iPhone devotee, snapping up call options and shares throughout 2022 and 2023. While some options didn’t blossom as hoped, she’s steadily increased her stake, demonstrating unwavering faith in the tech giant’s enduring appeal.

Microsoft (MSFT): Another tech heavyweight graces Pelosi’s portfolio. Her May 2022 Microsoft call option purchase proved a shrewd maneuver, with the stock soaring nearly 45% since then. Perhaps she saw the potential of its AI ventures, like the OpenAI partnership, to propel the company forward.

Alphabet (GOOG, GOOGL): The Google and YouTube empire finds its place amidst Pelosi’s picks. While a 2021 call option exercise saw her acquire 20,000 Class C shares at a discount, she later trimmed her holdings with a Class A share sale. It’s a move worth watching, to see if her faith in the online advertising giant remains unshaken.

Tesla (TSLA): The electric vehicle frontrunner, Tesla, made a brief appearance in Pelosi’s portfolio through 2022 call options. However, her December 2022 sale suggests a change of heart, leaving one to wonder if the recent market turbulence in the EV sector swayed her.

AllianceBernstein Holding LP (AB): This investment management firm saw Pelosi as a frequent visitor in 2020 and 2021, with several sizable purchases. Unfortunately, AB hasn’t quite lived up to expectations, underperforming the S&P 500 and leaving Pelosi with a loss on her December 2022 sale.

Walt Disney Co. (DIS): The world of Mickey Mouse and streaming giants like Disney+ also captivated Pelosi’s attention. Though a 2021 call option purchase ended up worthless, she acquired shares through option exercises in 2022. However, a subsequent sale at a loss paints a picture of mixed emotions regarding the entertainment giant’s future.

PayPal Holdings Inc. (PYPL): The digital payments platform, PayPal, found a home in Pelosi’s portfolio early in 2022. But just like some of her other holdings, PYPL hasn’t been a smooth ride. A significant loss on a December 2022 sale highlights the challenges facing the company and raises questions about Pelosi’s long-term commitment.

While it’s tempting to interpret these investment choices as crystal balls for future market trends, it’s important to remember that even for seasoned players like the Pelosis, the financial world can be a maze. Diversification, strategic option plays, and even the occasional misstep are all part of the game.

So, instead of blindly following their footsteps, use their portfolio as a conversation starter, a springboard for your own research, and, ultimately, your own informed investment decisions. Remember, the ultimate financial navigator? It’s you, and you alone.

–James

Up next: Forget the market’s usual gyrations, 2024 promises a slower, steadier investor waltz, with healthcare leading and tech taking a breather.

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Forget the wild fluctuations of previous years; 2024’s investment outlook promises a smoother, more stable ride – one you can cruise into with a well-adjusted gear and a touch of cleverness.

I know, I know, “easier money” sounds too good to be true, but stick with me. Mark Newton, a Wall Street expert from Fundstrat, paints a cautiously optimistic picture: “2024’s a year of contrasts,” he says, “a gentle shift compared to last year’s rapid acceleration.”

While healthcare and defensive plays drive their way to the top of the rankings, tech, like a seasoned racer, takes a well-deserved pit stop.

Now, don’t think this is a dull affair. There’s still plenty of excitement – two international races, inflation revving its engine impatiently, and an election year honking in the background. But remember, even the experienced drivers like a steady speed.

It’s in these moments of calm motion that smart investors can find their lane, dip-buying opportunities hidden within the layers of negativity.

Of course, there will be obstacles. February and March might feel like hitting a pothole, making you both lose your grip slightly. But don’t worry, seasoned investors! This, Newton assures us, could be your signal to smoothly swoop in and grab some bargain gems.

So, where’s the treasure hidden in this smoother ride? Look beyond the tech giants for a moment. Industrials, like the reliable, quiet partners of the market, are ready for a drive with appealing returns. And within this sector, Newton whispers sweetly about Boeing – a name with “bad news factored in,” ripe for a dip-buying acceleration.

And for those with a craving for tech’s classic charm, Apple awaits. Don’t let the recent slip fool you; the fundamentals are still solid, just waiting for a skilled investor to lead it back to the road.

Remember, making money in 2024 won’t be about wild turns and flashy moves. It’s about patience, a trained eye for deals, and the confidence to drive to your own beat.

Let’s embrace the smoother, more stable motion of this financial shift. You might just be amazed at how much easier it is to find your flow (and your profits) under the softer spotlights of 2024.

Imagine the market as a grand highway, with investors of all styles zooming across the smooth pavement. There’s the tech-savvy crowd, agile and fast, and the industrial heavyweights, moving with steady grace.

Each sector finds its own speed, and the smart investor knows which ride to join, when to dip their feet in, and when to sit back and enjoy the show. Whatever you’re style is, relax, we are here with you, and this market’s got something for everyone.

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