June Boon?

Hello everyone, and welcome to the June 2026 edition of the Boodle blog! If this is your first visit here, we thank you for joining us, and if you are a returning member, we welcome you back. At boodle, we believe that the person most qualified to manage and grow your money is you, and we teach you how to do it safely, and successfully.

Our goal is to grow your financial knowledge, while you grow your funds.

The market just ended the month of May, and all we can say is; what a performance!

The Bulls trounced the Bears leaving little doubt which stock market animal is in control of this market. These numbers speak for themselves- the DOW closed May with a respectable 3.10% gain, while the S&P 500 advanced by 4.84% for the month. The winner, like in most months, goes to the NASDAQ with a stunning 7.40% win to close out the month. Year to date, these indexes advanced 6.18% for the DOW, 10.73% for the S&P 500 and 16.05% for the NASDAQ.

These gains would look great for an entire year, and we are thankful to have these gains going into the month of June.

But before we get to our June forecast, let’s take a look back at the month of May and observe the highlights of a very resilient economy and stock market.

The economy showed strength as the war between the U.S. and Iran continued to make investors and consumers feel very uneasy. Going into its third month, Iran continues to defy the U.S. and refuses to discontinue its quest for a nuclear bomb. President Trump remains steadfast and says “Iran will never be allowed to create a nuclear weapon to threaten the world “. This war is being felt most acutely by the American people in the form of expensive gas prices and at the grocery stores with higher food prices. Americans would like to see an end to this war and Iran without the ability to create nuclear weapons to harm its neighbors, or America.

Meanwhile, tech stocks specifically A.I. stocks continue to dominate the headlines with the billions of dollars pouring into this industry. As much as A.I. conjures up scary images of the dotcom boom of the nineties and that Bull market, Boodle continues to believe that the fundamentals continue to hold up this time, and for now, we stand by our conviction.The strength in the market continues to lie with these large maga-cap names such as Nvidia, Apple, Micron and Amazon to name a few of the heavy hitters.

As we look toward June, we expect the war to remain in the headlines because energy drives our economy, and as long as hostilities between these two nations continue, boodle investors should expect portfolio volatility to remain relatively high. Of course one way boodle members can reduce portfolio volatility caused by market movement is to adhere to their asset allocation employed when they constructed their portfolio. Also maintain your discipline of dollar-cost-averaging into this current Bull Market.
Boodle members should always be aware of the securities in their portfolio and use times of strength in the market, such as now to rebalance their portfolio which should help quell anxiety that you might feel as a member.

There are other measurements that we use when analyzing the market & economy, but we believe that the employment numbers, interest rates and inflation will be similar to what we have witnessed so far in 2026.
As always, stay discipled, stay engaged and enjoy the upcoming summer season. We look forward to seeing you here next month for the July edition of the Boodle blog.

Thank you for your trust in us.