Which stocks to invest in 2025: The no-nonsense guide
Infos | Free publication | 16 Aug 2025
The Golden Rules for Choosing a Stock (Without Screwing Up)
Hey there, future Warren Buffetts! So, you want to make some money on the stock market this year? Perfect, let's break it all down together, without all the financial jargon from the suits.
1. Start by choosing your playing field
Before even looking at a single company, let's talk geography. Seriously, investing in a country is like choosing your in-laws: it's better to take a good look before committing!
Countries to avoid like the plague:
- Those with governments that change their minds as often as they change their shirts
- The champions of excessive taxation (when the government takes more than you earn, it's game over)
- Countries where economic decisions seem to be made by flipping a coin
Geographical tips:
- Politically stable countries with a clear economic vision
- Reasonable taxation for businesses
- Solid infrastructure and skilled workforce
2. Sectors: Beware of Mirage!
Secteurs à Fuir (Sauf si Vous Aimez les Montagnes Russes Descendantes).
Sectors subsidized to death: Renewable energies, for example. Yes, it's trendy, it's green, it looks good on Instagram, BUT... The day the subsidy taps are turned off (and that always happens), it's guaranteed to crash and burn. History is full of examples of technology bubbles that burst when public subsidies disappeared.
Pharmaceutical research: Another sector that is heavily subsidized by public funds. Not to mention the enormous regulatory risks: if a drug is rejected by the authorities, billions go up in smoke.
Traditional banks: You might as well invest in phone booths! Between neo-banks stealing their customers with ridiculous fees and stricter regulations, it's not looking good.
Promising Sectors (Where Things Are Happening!)
Technology (but not just any technology):
- Artificial intelligence and automation
- Cybersecurity (with all the hackers out there, this is a godsend)
- Cloud computing and digital infrastructure
L'industrie 4.0 :
- Industrial robotics
- IoT (Internet of Things)
- Industrial 3D printing
Personal services: With an aging population, everything related to services for seniors has a bright future.
How to Analyze a Stock Like a Pro
Financial Fundamentals (Your Compass)
Revenue: This is the foundation! A growing company is a company that sells more. Look at the trend over 3-5 years, not just the last quarter.
Market capitalization: This tells you whether the stock is already overvalued or if there is still room for growth. A small market cap can skyrocket, while a large one is more stable but less exciting.
Earnings per share (EPS): The king of indicators! If it's rising steadily, that's a good sign. If it's yo-yoing, dig deeper to find out why.
P/E ratio (Price to Earnings): If it's too high compared to the sector, you may be paying too much for your entry ticket.
The Art of Timing (Or How to Be an Effective Cheapskate)
Do you buy your iPhone at full price on release day or wait for sales? We're team “permanent Black Friday”!
The contrarian strategy: When everyone else is selling in panic, we buy. When everyone else is buying in euphoria, we sell. It's counterintuitive, but that's where the real gains are made.
Buy signals:
- The stock has fallen for temporary reasons
- The sector is under fire, but fundamentals remain strong
- The company announces restructuring (painful in the short term, but rewarding in the long term)
ETFs vs. Individual Selection: The Great Debate
The Problem with ETFs Today
ETFs are like buying a basket of fruit that contains rotten apples. Since the COVID crisis and trade wars, globalism has taken a beating, and this is reflected in ETFs.
The locomotive syndrome: In an ETF, you have 3-4 companies pulling the whole train, and 50 others dragging their feet. The result? Your overall performance is weighed down by the dead weight.
Our philosophy: We prefer to create our own ETF! We select our gems one by one, like a Pokémon card collector who only keeps the holographic ones.
How to Build Your Personal Portfolio
Smart diversification:
- 30% tech/innovation
- 25% industrial/energy
- 20% services/consumer goods
- 15% healthcare/biotech (but not subsidised research!)
- 10% opportunistic positions
The 5% rule: Never invest more than 5% of your capital in a single stock. Even if you are 200% sure, Murphy's Law is always lurking around the corner.
Volatility: Your Best Friend (If You Know How to Tame It)
Why We Love Roller Coasters
At Yippee-Ki-Yay, we accept that we are neither vampires nor immortal! We are not going to wait until we are 80 years old to enjoy our earnings. We want movement, action, and returns over a maximum of 3-5 years.
The advantages of volatility:
- Frequent buying opportunities
- Potential for quick profits
- Guaranteed adrenaline rush (good for the heart, apparently)
How to surf the waves:
- Set your buy and sell thresholds BEFORE investing
- Don't fall in love with your stocks
- Take your profits when they're green, don't be greedy
Trends to Watch Closely in 2025
Sectors That Are Set to Take Off
L'Intelligence Artificielle (mais pas que ChatGPT) :
- Companies that supply chips for AI
- Industrial automation software
- AI solutions for healthcare and education
The Energy Transition (Cost-Effective Version): Please note, we are not talking about subsidised solar panels! Our aim is to:
- Energy storage technologies
- Smart grids
- Rare metal mining companies
Food of the Future:
- Vertical farming and agricultural technologies
- Meat alternatives (but only the profitable ones!)
- Food preservation technologies
The Warning Signs 2025
Persistent inflation:
If inflation remains high, avoid indebted companies like the plague.
Geopolitical tensions:
US-China trade war, tensions in Europe... Favour local or geographically diversified companies.
Tech bubble:
If everyone is talking about a tech stock, it may be time to sell!
Beginner Mistakes to Avoid at All Costs
The herd mentality: ‘Everyone is buying Tesla, so I will too!’ Bad idea. When everyone is doing the same thing, it's often time to do the opposite.
Emotional attachment: Your favourite stock has lost 30% of its value? Sell! Love and the stock market don't mix.
Lack of patience: Rome wasn't built in a day, and neither was your fortune. Even with volatility, you have to let time do its work.
News addiction: Following the stock market minute by minute is the best way to make a mess of things. Once a day is more than enough.
Our Secret Tools for Finding Hidden Gems
Simple Technical Analysis
- 20/50-day moving averages to identify trends
- Trading volumes (if there is a lot of movement, something is happening)
- Support and resistance (psychological prices)
Reliable Sources of Information
- Company annual reports (not exciting but essential)
- Specialised financial websites (but be wary of free advice)
- Social media accounts of executives (sometimes they drop hints)
Hidden Indicators
- Massive hiring = expected growth
- Share buybacks = management confidence
- Management change = either renewal or trouble
Investor Psychology: Your Worst Enemy
Controlling Your Emotions
Fear:
Your stock has fallen 10% and you're panicking? That's normal, but this is when you need to be rational. Ask yourself: have the fundamentals changed?
Greed:
Your stock has risen 50% and you want even more? Be careful when you land! No one has ever lost money by taking their profits.
Impatience:
The worst flaw in the stock market. If you're looking for quick gains, go to the casino—at least it's more honest!
Conclusion: Take action!
Investing in the stock market in 2025 is like learning to drive: it's stressful at first, but then it becomes second nature. The important thing is to start small, learn from your mistakes, and never invest your rent money!
At Yippee-Ki-Yay, we firmly believe that with the right methods and a little patience (not too much, though), anyone can build up a small fortune.
So, are you ready to join our team of treasure hunters? The adventure begins now!
Article written by the Yippee-Ki-Yay team – Your partner for smart and profitable investments.