The last month was slightly below average. Expected return: +13.5% Actual return: +11.2% https://t.co/1KjdyT7axB
2025年の米国株の押し目買い後の平均リターンは過去30年で最高となり、個人投資家によるBuy the Dip戦略が顕著に成功している。SNSの情報やネット証券の普及で成功体験が広がり、リスク選好が強まっている。一方、機関投資家は依然慎重で、個人と機関の間に温度差がある。真の勝者は時間が証明する。 https://t.co/D7GC8Hci4q
Portfolio Update (June 2025) YTD: +12.08% vs $SPY +0.87% Read my full portfolio review/update at: https://t.co/UCTSUulGT0 https://t.co/cJY6Ce0v3l
Investment portfolios have shown varied but generally positive performance through May and June 2025. Multiple portfolio updates indicate year-to-date (YTD) gains ranging from approximately 6% to over 12%. Notably, EquityBrian's portfolio reported a YTD return of 12.08% by the end of May, outperforming the S&P 500, which gained around 0.87% in the same period. Global Markets Investor's portfolio posted a 10.19% YTD gain, surpassing the S&P 500 by nearly 9.7 percentage points. Other investors reported May returns such as +9% (LeoLilja), +8.98% (LionCubsFund), and +6% (cfromhertz). Year-to-date performances for major indices included the S&P 500 at +1%, Nasdaq 100 (QQQ) at +1.9%, and Russell 2000 (IWM) at -6.5%. The trend of individual investors successfully employing buy-the-dip strategies in U.S. equities is noted as particularly strong in 2025, attributed to widespread access to information via social media and online brokerage platforms. However, institutional investors remain more cautious, highlighting a divergence in risk appetite between retail and professional market participants. Despite some monthly returns falling slightly below expectations, such as a 11.2% actual return versus a 13.5% expected return reported for the last month, overall market participation and portfolio gains remain robust.