Try this @Valueinvestor0909

https://strawpoll.com/e6Z2A37aqgN

Members can express their market outlook here.

I've voted "somewhat bullish", if you can believe that -- but for bearish reasons! I just think we're entering a period where all manner of fiscal and monetary levers will be pulled to ensure asset prices keep pushing forward, and that we're not near any kind of market euphoria or mania as yet. Yeah, I think valuations are stretched, but could easily see them going a lot higher. I'm with Howard Marks in thinking that you keep your money on the table, but err more towards quality, resilience and value than you might otherwise do.

I 100% agree @Strawman

The world economy is rushing towards a cliff, but I don't see us going over the edge in the coming period of time, mainly due to the American government, and most other countries to a large degree including Australia, doing everything possible to avoid a recession at pretty much any cost. Certainly, Trump's ego won't allow America to go backwards during his term, he is extremely keen to ensure his legacy (from a purely financial perspective, setting aside the other potential discussion items) has the stock market much higher than when he came in, and let's also not forget his family's personal interest in areas such as Bitcoin.

So I am actually extremely bullish on the next 3 to 5 years or so, noting that this timeframe is also when the full impacts of AI will start to bite, soon followed by autonomous agents (think AI-driven robots with IQs of 200+), which will also be massive for company profits.

Putting aside the material impact on those who do not hold assets or who will lose their jobs (which we shouldn't ignore as a society, but this is purely a financial post), the world of investing is looking good for a period of time yet. But when the music stops, holding hard, not necessarily physical, and scarce assets will be vital.

So like Strawman, I am very bullish, but for all the wrong reasons!

Edit: Just realised I voted very bearish as I didn’t read through the list correctly. I guess this is part of the statistical errors in data collection lol.

Great topic @Valueinvestor0909. In regard to your throw away question once you realized you were only up 40% in 12 months (some of us are never satisfied - insert smiley face here): "It's not me. it's the market?" I think it's definitely you, so stand loud & proud. The market is definitely not up 40% in the past 12 months and your performance is exceptional, not market average.

We all take some time to get our portfolios into shape and that's me speaking from experience. I allocated my original $100k without thinking about it too much and got spanked by my poor SM performance for quite a few years while playing catch-up. Luckily, I was still focused on my real money IRL portfolios and didn't treat them the same way I did with my SM portfolio, otherwise I may have really had an issue on the home front!!

So, as we give our SM portfolios some more attention using the free research and advice from the SM members, some sound company valuations and investment theses and with the usual luck that is required (even though we always think we are geniuses when our portfolios go up and just plain had down by when they go down) most of us have rebounded to meet or exceed the market. I guess this is evident by the SM index performance versus market index performance being up approx 5%pa since inception.

Happy investing and thanks for the poll @Strawman, I'll head there now.

Results so far -- split right down the middle!

Vote here if you haven't already: https://strawpoll.com/e6Z2A37aqgN

And still the result is right in the middle, i.e, neutral

If sentiment is essentially 50/50, the melt up shall continue. Don't @ me as I don't make up the market rules.