Mid-Year Update: We’re Ahead and Positioned for What’s Next

Plus the five stocks you need to own right now...

The S&P 500 and Nasdaq are breaking out to fresh all-time highs.

If you would've told people this was a possibility back in early April, they'd likely say you were crazy. But this rally back has been unprecedented. In fact, this was the fastest recovery ever for the S&P 500 after a -15% decline or more.

And luckily for anyone who's been a TikStocks Portfolio member this year, we played this rebound well.

We were right to fade the Israel/Iran conflict—which, just like the historical data suggested, had a minimal impact on U.S. markets. And even before that, we were right to put cash to work near the “Liberation Day” crash lows, deploying heavily into blue-chip and index names that are up significantly. These buys are a key reason the portfolio is currently ahead of the S&P 500 in 2025...

...which is our goal every year in this service and a level we've hit four of the last five years.

Did we get every move right? Of course not. And expecting perfection is a fool’s game.

So today, we're going to dig into the things I've gotten right and wrong so far in 2025. And at the end, we'll review which winning stocks we will keep holding to try and beat the S&P 500 for a third year in a row.