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2025 Portfolio Performance
Sentiment Category: Industry Trend


The directions of the stock price movement are determined by the dominant opinions (sentiment) of the market participants. For the 100 largest companies by market cap in SP 500, we extract and categorize sentiment about company earnings, products/services, industry trend, investor sentiment, analyst opinions, and more from available online information. For each sentiment category, we create a portfolio consisting of 10 equally weighted stocks with the highest sentiment score times attention. The sentiment scores are claculated on a -10 - 10 scale, and the attention is the percentage of media coverage for that sentiment category vs the total media coverage for a company. Every portfolio is rebalanced on the last trading day of each month.

SPY returned 16.34% for 2025. The portfolio for Industry Trend sentiment category returned 58.89%, followed by 33.41% for Investor Sentiment, 23.81% for overall sentiment, 23.37% for Company Earnings, 19.25% for Products/Services, 15.14% for Analyst Opinions, and 14.21% for Stock Performance.

Monthly Return: Industry Trend Portfolio vs SPY
MonthJan.Feb.Mar.Apr.MayJun.Jul.Aug.Sep.Oct.Nov.Dec.Total
Portfolio3.69%-0.6%-5.63%0.64%5.6%12.79%1.78%1.8%11.61%15.3%-1.46%3.7%58.89%
SPY2.69%-1.27%-5.59%-0.45%5.54%4.79%0.66%3.75%3.63%2%-0.24%0.23%16.34%
 
Highlight
1. Long GE Vernova (GEV) at $315.64 on April 1, 2025, and exited at $472.98 on June 1, 2025.
2. Long Micron (MU) at $104.88 on Aug. 1, 2025, exited at $223.73 on Oct. 31, 2025
3. Long AMD at $110.73 on May 31, exited at $171.65 on July 1, 2025.
4. Long NVDA at $153.3 on Aug. 1, 2025, exited at $202.41 on Dec. 1, 2025.
5. Long AMD at $164.01 on Oct. 1, exited at $256.12 on Oct. 31, 2025.
6. Long Micron (MU) at $240.46 on Dec. 1, 2025.

Industry Trend Portfolio Monthly Holdings

Company Ticker Sentiment Attention Trend Price
Level
2025-12-01
Price
2026-01-01
Price
Return%
Broadcom Inc. AVGO 7.1      24%      2.6      84      386.08      346.1      -10.36%     
Micron Technology MU 6.3      25%      1.2      66      240.46      285.39      18.69%     
Taiwan Semiconductor Manufacturing TSM 7.1      21%      0.7      52      287.88      303.92      5.57%     
Walmart WMT 6.7      22%      1.6      110      111.69      111.41      -0.25%     
Palantir PLTR 7.4      19%      1.3      36      167.49      177.75      6.13%     
ASML Holding NV ASML 5      27%      2.2      105      1087.99      1069.86      -1.67%     
Marvell Technology MRVL 5.9      23%      2.2      72      91.1      84.98      -6.72%     
Disney DIS 7.6      16%      0.9      44      106.77      113.79      6.57%     
Lam Research LRCX 5      21%      1.6      52      154.79      171.18      10.59%     
Goldman Sachs GS 5.1      19%      1      72      810.85      878.96      8.4%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 71    3.7%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 680.28      681.86      0.23%   

Company Ticker Sentiment Attention Trend Price
Level
2025-11-01
Price
2025-12-01
Price
Return%
Booking Holdings BKNG 7.4      25%      -0.1      29      5077.74      4891.81      -3.66%     
Natera NTRA 6.8      27%      1.4      91      198.93      234.25      17.75%     
Visa Inc. V 5.8      29%      -0.4      19      340.86      330.62      -3%     
Caterpillar CAT 6.2      23%      2.1      96      577.32      568.1      -1.6%     
Union Pacific UNP 5      27%      1.1      31      220.35      231.46      5.04%     
Oracle ORCL 7.4      18%      -0.9      9      262.65      200.99      -23.48%     
NVIDIA NVDA 7.3      18%      2.2      92      202.41      179.92      -11.11%     
ASML Holding NV ASML 6      22%      0.6      77      1059.23      1087.99      2.72%     
IBM IBM 4.8      26%      1.3      81      307.2      305.81      -0.45%     
Thermo Fisher Scientific TMO 6.4      19%      -0.6      81      567.32      585.28      3.17%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 62    -1.46%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 681.89      680.28      -0.24%   

Company Ticker Sentiment Attention Trend Price
Level
2025-10-01
Price
2025-11-01
Price
Return%
Broadcom Inc. AVGO 7.1      24%      0.4      34      333.39      369.63      10.87%     
Microsoft Corporation MSFT 7.1      24%      0.4      90      519.71      517.81      -0.37%     
Micron Technology MU 6.9      25%      3.2      97      182.15      223.73      22.83%     
Natera NTRA 7.5      20%      -0.5      16      161.61      198.93      23.09%     
Applied Materials AMAT 5.7      26%      2.7      96      217.74      233.1      7.05%     
IBM IBM 6.1      22%      1.8      94      286.41      307.2      7.26%     
Visa Inc. V 6.1      22%      0.5      94      348.01      340.86      -2.05%     
Advanced Micro Devices AMD 5.7      24%      0.5      89      164.01      256.12      56.16%     
NVIDIA NVDA 5.4      24%      1.8      99      187.24      202.41      8.1%     
Caterpillar CAT 6      21%      1      85      480.87      577.32      20.06%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 81    15.3%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 668.5      681.89      2%   

Company Ticker Sentiment Attention Trend Price
Level
2025-09-01
Price
2025-10-01
Price
Return%
McDonald's MCD 6.6      35%      0.2      78      313.54      300.55      -4.14%     
Applied Materials AMAT 6.3      35%      0.6      24      160.76      217.74      35.44%     
Alnylam Pharmaceuticals ALNY 6.5      32%      -0.3      56      446.51      460.65      3.17%     
NVIDIA NVDA 7.1      24%      1.2      -1      174.24      187.24      7.46%     
Gilead Sciences GILD 5.7      28%      0.5      27      112.97      111.15      -1.61%     
Palantir PLTR 6.5      23%      -0.5      23      156.71      184.9      17.99%     
Micron Technology MU 5.9      25%      -0      53      119.01      182.15      53.05%     
Alphabet Inc. GOOG 7.6      18%      0.8      100      213.53      245.54      14.99%     
EOG Kinder Morgan EOG 7      20%      0.9      105      124.84      111.27      -10.87%     
Abbott Laboratories ABT 6.3      21%      0.2      79      132.7      133.46      0.57%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 56    11.61%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 645.07      668.5      3.63%   

Company Ticker Sentiment Attention Trend Price
Level
2025-08-01
Price
2025-09-01
Price
Return%
Micron Technology MU 7.2      38%      -0.2      3      104.88      119.01      13.47%     
GE Aerospace GE 7      36%      -0.5      72      269.33      275.3      2.22%     
Goldman Sachs GS 7      33%      -0.4      43      709.37      745.05      5.03%     
Oracle ORCL 7.4      31%      -0.2      61      244.46      226.16      -7.49%     
RTX Corporation RTX 5.7      32%      -0.5      77      156.81      158.64      1.17%     
NVIDIA NVDA 6.9      26%      0.5      66      173.72      174.24      0.3%     
Natera NTRA 6.5      27%      0.5      21      134.58      168.25      25.02%     
Broadcom Inc. AVGO 6.4      27%      -0.4      63      288.64      297.39      3.03%     
Applied Materials AMAT 7      23%      1.3      -1      179.99      160.76      -10.68%     
Intuit INTU 5.4      29%      -0.1      56      776.15      667      -14.06%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 48    1.8%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 621.75      645.07      3.75%   

Company Ticker Sentiment Attention Trend Price
Level
2025-07-01
Price
2025-08-01
Price
Return%
NVIDIA NVDA 8      27%      1      80      153.3      173.72      13.32%     
Automatic Data Processing ADP 6      34%      -0.1      44      310.13      300.44      -3.12%     
Advanced Micro Devices AMD 6.9      30%      0.8      71      136.11      171.65      26.11%     
Micron Technology MU 5.6      37%      0.4      61      120.89      104.88      -13.24%     
Broadcom Inc. AVGO 6.6      30%      0.6      73      264.74      288.64      9.03%     
KLA Corp KLAC 6      33%      0.7      75      898.85      886.64      -1.36%     
Marvell Technology MRVL 6.8      28%      1.2      77      76.24      74.45      -2.35%     
IBM IBM 6.7      28%      0.2      76      291.2      249.96      -14.16%     
S&P Global Inc. SPGI 5.6      34%      0.5      99      529.32      544.97      2.96%     
Boston Scientific BSX 6.4      28%      0.4      75      104.78      105.39      0.58%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 75    1.78%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 617.65      621.75      0.66%   

Company Ticker Sentiment Attention Trend Price
Level
2025-06-01
Price
2025-07-01
Price
Return%
Union Pacific UNP 5.5      46%      -0.4      44      221.66      235.57      6.28%     
S&P Global Inc. SPGI 5.1      48%      0.1      50      512.86      529.32      3.21%     
GE Aerospace GE 6.7      34%      1.9      89      245.91      249.02      1.26%     
Micron Technology MU 8      24%      -0.3      60      94.46      120.89      27.98%     
Advanced Micro Devices AMD 6.3      29%      -0.1      56      110.73      136.11      22.92%     
Alnylam Pharmaceuticals ALNY 5      34%      1.8      95      304.56      322.06      5.75%     
KLA Corp KLAC 4.3      40%      0.2      51      756.88      898.85      18.76%     
Lam Research LRCX 7      23%      -0.1      50      80.79      96.81      19.83%     
Applied Materials AMAT 6      25%      -0.4      30      156.75      183.76      17.23%     
Thermo Fisher Scientific TMO 6.4      23%      -0.2      33      402.82      421.47      4.63%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 58    12.79%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 589.39      617.65      4.79%   

Company Ticker Sentiment Attention Trend Price
Level
2025-05-01
Price
2025-06-01
Price
Return%
Natera NTRA 6.3      63%      0.1      67      151.36      157.73      4.21%     
EOG Resources KMI 6.7      33%      0.1      43      26.3      28.04      6.62%     
Honeywell HON 6.7      29%      1.3      92      210.74      226.67      7.56%     
argenx SE ARGX 5.5      29%      1.7      90      639.9      573.26      -10.41%     
IQVIA Holdings IQV 5.5      26%      0.8      55      151.1      140.33      -7.13%     
Mastercard MA 5.6      25%      1      87      546.63      585.6      7.13%     
Abbott Laboratories ABT 5.7      25%      0.2      74      130.88      133.58      2.06%     
GE Vernova GEV 6.3      22%      2.3      91      382.29      472.98      23.72%     
Oracle ORCL 4.4      32%      1.6      99      145.49      165.53      13.77%     
Goldman Sachs GS 5.5      24%      1      86      553.83      600.45      8.42%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 80    5.6%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 558.47      589.39      5.54%   

Company Ticker Sentiment Attention Trend Price
Level
2025-04-01
Price
2025-05-01
Price
Return%
S&P Global Inc. SPGI 6      42%      0.3      75      510.78      498.93      -2.32%     
Intuitive Surgical ISRG 6.5      29%      0.9      43      496.36      517.18      4.19%     
GE Vernova GEV 7      26%      -0.6      54      315.64      382.29      21.12%     
Applied Materials AMAT 6.5      23%      -0.3      11      145.66      148.96      2.27%     
Alnylam Pharmaceuticals ALNY 5.8      25%      -0.2      49      255.76      255.13      -0.25%     
EOG Resources KMI 5.2      27%      -0.6      80      28.63      26.3      -8.14%     
Regeneron Pharmaceuticals REGN 5.8      23%      1.2      8      617      590      -4.38%     
ASML Holding NV ASML 6      22%      -0.9      6      667.34      666.72      -0.09%     
GE Aerospace GE 5.2      25%      -0.3      63      203.79      203.61      -0.09%     
Advanced Micro Devices AMD 6.1      21%      -0.7      45      102.78      96.65      -5.96%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 45    0.64%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 560.97      558.47      -0.45%   

Company Ticker Sentiment Attention Trend Price
Level
2025-03-01
Price
2025-04-01
Price
Return%
GE Vernova GEV 6.5      43%      1.3      24      335.18      315.64      -5.83%     
Deere & Company DE 6.3      31%      -0.1      53      480.79      478.45      -0.49%     
Taiwan Semiconductor Manufacturing TSM 6.6      29%      -0.5      -7      180.53      168.64      -6.59%     
Intuitive Surgical ISRG 5      38%      -0.2      19      573.15      496.36      -13.4%     
Honeywell HON 6.2      26%      0.9      54      212.89      213.45      0.26%     
Netflix NFLX 6      27%      -0.2      24      98.06      92.84      -5.32%     
GE Aerospace GE 5.7      28%      0.6      62      206.98      203.79      -1.54%     
Bank of America BAC 5.4      27%      0.5      52      46.1      41.49      -10%     
Coinbase Global COIN 4.2      32%      -2.4      12      215.62      174.52      -19.06%     
EOG Resources KMI 6      22%      0.5      66      27.1      28.63      5.65%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 38    -5.63%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 594.18      560.97      -5.59%   

Company Ticker Sentiment Attention Trend Price
Level
2025-02-01
Price
2025-03-01
Price
Return%
Deere & Company DE 7.3      31%      0.4      77      476.56      480.79      0.89%     
Booking Holdings BKNG 6.4      30%      -0.1      35      4737.56      5016.01      5.88%     
Honeywell HON 6.5      30%      -0.2      64      223.72      212.89      -4.84%     
EOG Resources KMI 5.7      30%      -0.9      23      27.48      27.1      -1.38%     
Intuitive Surgical ISRG 6.6      24%      -0.4      55      571.88      573.15      0.22%     
McDonald's MCD 6.2      25%      0.3      61      288.7      308.33      6.8%     
IBM IBM 7.2      22%      3.2      119      255.7      252.44      -1.27%     
Amazon.com AMZN 6.5      23%      0.8      84      237.68      212.28      -10.69%     
S&P Global Inc. SPGI 5.5      27%      0.5      83      521.41      533.74      2.36%     
KLA Corp KLAC 6.4      23%      -0.3      66      738.24      708.84      -3.98%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 68    -0.6%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 601.82      594.18      -1.27%   

Company Ticker Sentiment Attention Trend Price
Level
2025-01-01
Price
2025-02-01
Price
Return%
Intuit INTU 7.5      38%      -0.2      12      628.5      601.51      -4.29%     
EOG Resources KMI 6.5      40%      0.4      71      27.4      27.48      0.29%     
S&P Global Inc. SPGI 5.7      45%      -0.2      31      498.03      521.41      4.69%     
Marvell Technology MRVL 6.6      37%      -0.2      43      110.45      112.86      2.18%     
Abbott Laboratories ABT 7.3      31%      -0.2      28      113.11      127.93      13.1%     
The Progressive Corporation PGR 5.5      37%      0.4      25      239.61      246.44      2.85%     
JPMorgan Chase JPM 6.6      30%      0.1      43      239.71      267.3      11.51%     
Honeywell HON 7      27%      -0.1      25      225.89      223.72      -0.96%     
Oracle ORCL 8      23%      0.8      24      166.64      170.06      2.05%     
Mastercard MA 6.8      27%      -0.2      40      526.57      555.43      5.48%     
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
Average 36    3.69%   
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
SPY 586.08      601.82      2.69%   


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