Moving From Stockpicking To QQQM And TQQQ: How I Plan To Beat The Market Again In 2026

Core Insights - The primary account has achieved a 29% return in 2025, outperforming the Nasdaq-100, while other accounts have closely tracked the S&P 500 [1] - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding of at least 10 years [1] - The analysis emphasizes understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply interactions and predicting human behavior [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in individual stocks, reflecting a diversified investment approach [1] - The investor prioritizes macroeconomic factors and fundamentals, while acknowledging the importance of momentum and sentiment in market movements [1] - The approach requires creativity, curiosity, and a willingness to sometimes go against prevailing market trends [1] Market Perspective - The market is viewed as a meeting point of demand and supply, with a forward-looking nature that requires deeper analysis beyond numerical data [1] - Understanding sectors, industries, and long-term growth trends is crucial for making informed investment decisions [1] - The investor is based in Geneva, Switzerland, and holds a Master's Degree in Business, indicating a strong educational background in finance [1]