Chaos Breeds Bargains! Here's What I'm Buying

Apr. 06, 2025 7:30 AM ET, , , , , , , , , , , , , 211 Comments
(18min)

Summary

  • My portfolio took a major hit on April 3 and 4, with losses surpassing previous records. Yet, despite the pain, I remain optimistic.
  • Market corrections are essential for long-term wealth building. Though short-term declines are difficult, I view them as opportunities to improve my risk/reward and income potential.
  • I'm eyeing undervalued opportunities, especially cyclical stocks. The current market weakness, amplified by tariffs, offers great buying potential for stocks like Union Pacific and Prologis, and many others.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

Opportunity Ahead Road Sign Post Over Blue Sky

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Introduction

Thursday, April 3, was 'Liberation Day,' as President Trump called it.

Unfortunately, the only thing that got liberated that day was my portfolio from capital gains, as I had the worst day of my career, losing 6.2% in USD and close

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This article was written by

41.6K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of UNP, CP, LB, TPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Related Stocks

SymbolLast Price% Chg
UNP--
Union Pacific Corporation
CNI--
Canadian National Railway Company
CP--
Canadian Pacific Kansas City Limited
CSX--
CSX Corporation
NSC--
Norfolk Southern Corporation

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