Stan Wong’s Portfolio Strategy: Three Stocks to Watch in 2025

Stan Wong's Strategic Picks: Navigating Market Trends with Apple, Deckers, and Financial Select Sector SPDR Fund

Editorial Team (ET)May 8, 2025

Despite concerns over potential U.S. tariffs, North American equity markets have started 2025 on solid footing. Investor confidence remains high, fueled by optimism surrounding President Donald Trump’s pro-growth policies. Corporate tax cuts, deregulation, and a resilient economy are shaping a favorable environment for U.S. stocks.

At Scotia Wealth Management, Stan Wong remains bullish on equities, particularly large-cap U.S. stocks. With GDP expansion steady, inflation controlled, and consumer spending robust, the S&P 500 is poised for another strong year. Historical trends also back this up—post-election years have historically been positive for equities. With money market assets at record highs, a shift from cash to stocks could push markets even higher.

Top Picks for 2025

Stan Wong’s top investment choices reflect his focus on high-quality, secular growth companies. This year, he highlights three key stocks:

Apple (AAPL: NASDAQ) – The Tech Powerhouse

Apple remains a dominant force in the global technology sector, with projected revenue of $410 billion for 2025. The company’s expanding ecosystem—from iPhones and wearables to cloud services and AI initiatives—ensures continued growth. Apple’s services segment, including iCloud and Apple Music, provides high-margin, recurring revenue, balancing out hardware sales.

With strong cash flow, shareholder-friendly initiatives, and increasing investments in AI and augmented reality, Apple is positioned as a long-term winner. Analysts expect the company to deliver an average annual earnings growth of 15%, making it a compelling choice for investors.

Deckers Outdoor (DECK: NYSE) – The Footwear Giant

Deckers Outdoor, the parent company of Hoka and UGG, continues to impress with strong revenue growth and disciplined inventory management. Hoka’s rapid expansion in performance footwear is fueling demand, while UGG remains a resilient, profitable lifestyle brand.

With the global market for premium footwear on the rise, Deckers is well-positioned to capture significant market share. The company’s direct-to-consumer strategy and strong balance sheet further strengthen its long-term outlook. Analysts project an average earnings growth rate of 15% annually, reinforcing its status as a top pick.

Financial Select Sector SPDR Fund (XLF: NYSE) – The Financial Powerhouse.

For investors seeking broad exposure to the financial sector, Wong recommends the Financial Select Sector SPDR Fund (XLF). This ETF provides access to top-tier banks, investment firms, and asset managers, including JPMorgan Chase, Goldman Sachs, Visa, and Berkshire Hathaway.

With a pro-business administration in place, deregulation and corporate tax cuts could fuel further gains for financial institutions. Historical trends support this thesis—under Trump’s first presidency in 2017, financial stocks surged by over 22%. If history repeats itself, XLF could be a key beneficiary of economic growth and policy changes.

Final Thoughts

With a business-friendly administration, strong economic fundamentals, and a promising market outlook, 2025 presents a wealth of investment opportunities. Stan Wong’s top picks—Apple, Deckers Outdoor, and the Financial Select Sector SPDR Fund—offer exposure to technology, consumer trends, and financial services, all positioned for sustained growth.

For investors looking to capitalize on market momentum, these stocks provide a solid foundation for long-term success.

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