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How should you adjust your investment portfolio in the new year?

J
Jan 5, 2026 · 13:31

2025 was a fruitful year for me. All three major stock indices rose, with the Nasdaq Composite performing the best, gaining 25%-30% for the year, significantly outperforming the broader market and emerging as the ultimate winner. If you had chosen a stock from this index and held it for a year, the probability of profit would have been as high as 70%. If you held a portfolio of stocks from Nvidia, Intel, or other semiconductor companies, your return would have exceeded 40%. How did your stock portfolio perform? Of course, 2025 was also a lucky year for me. Through discussions with some investment friends, I gained some valuable information and benefited greatly. Therefore, I sold my underperforming stocks and bought some Nvidia, Intel, and AVGO shares. Although there were some ups and downs, I ultimately achieved a good return. Market news is often more important than technical analysis. Recently, I learned that the artificial intelligence bubble is growing larger, and the market is starting to shift to other industries, which will become the new growth areas in the coming year. It's highly possible that some new hot stocks will emerge, performing even better than Nvidia. I am still closely monitoring the situation, waiting for the right opportunity.