2026 Beat the S&P Portfolio - 2025's portfolio was up 20% with doing NOTHING - it's all about strategy
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2026 Beat the S&P Portfolio - 2025's portfolio was up 20% with doing NOTHING - it's all about strategy
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2025's portfolio is available at Savvy Trader and was tracked through the entire year. It's done well up 20%. There were mistakes made, but there is only 1 negative stock. Remember - I bought and held and added a couple of stocks in February.
This year I used Perplexity and Sidekick to come up with what I hope is a strategy of picking ETF's and individual stocks that with no real effort should outperform the S&P.
The full episode is at dailystockpick.substack.com
🚨 Watch the end - I did some great GROK animations
EPISODE SUMMARY
🧠 Emphasizes teaching portfolio process over sharing personal holdings, highlighting risk tolerance differences and long-term, low-trading discipline.
📊 Reviews how the 2025 no-trade, concentrated portfolio is on track to beat the broad market with roughly 20%+ gains, reinforcing a “no fuss, no muss” approach.
🤖 Walks through using multiple AI tools (Perplexity, Sidekick, research platforms) to analyze sectors, factor tilts, and risk, then iteratively design a 2026 portfolio framework.
⚡ Explains the 2026 strategy as a more ETF-heavy, AI-tilted, power/nuclear-aware, yet age- and risk-adjusted portfolio, balancing growth themes with added safety and cash flexibility.
🧩 Shares nuanced personal takes on individual names and themes (AI leaders, power plays, speculative tech, and sector tilts), stressing that listeners should customize to their own age and risk profile.
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