As we move into 2026, we would like to look back and review how the Snider Investment Method fared in 2025. Before we dive into the details of this outstanding year, we want to express sincere gratitude for your business.
2025 was emphatically a year of reward. From record-breaking option premiums to the resurgence of the small-cap market, the wind was at our backs, and the results speak for themselves. Let’s step back and examine the headlines that defined 2025, the Snider Method’s response, and the path forward for your portfolio.
Headlines and AI
The year began with the Trump administration’s return to the White House, creating a policy shift and an endless stream of headlines. The sharpest turbulence came in April, when tariff uncertainty sparked a steep sell-off and indices fell more than 10% in two days. Even so, disciplined buying during the downturn positioned Snider Method portfolios well for the swift recovery. On July 4th,the One Big Beautiful Bill was signed into law, largely cementing prior tax rates. And the year concluded with a record-long government shutdown.
Despite the negative headlines that lurked around every corner in 2025, the economy remained unfazed. Strong corporate earnings, a robust job market, and a resilient American consumer powered us through the noise. It serves as proof that when you look past the daily bombardment of pessimism, you often find that the financial picture is far brighter than it appears.
It is impossible to look back at 2025 without discussing the rapid evolution of Artificial Intelligence. Although we have yet to see the full extent of how AI will reshape our daily lives, the race to build the necessary infrastructure is already reshaping the markets. The capital flowing into data centers, chips, and equipment is enormous, acting as a massive tailwind for the economy. This ongoing investment cycle suggests that we are still in the early innings of a powerful economic trend.
Performance
By nearly every measure, 2025 was the Snider Method’s strongest year since 2021. In fact, you would have to look all the way back to 2007 to find a year that significantly outperformed what we just achieved. Throughout the last 12 months, the strategy delivered consistent, high-level income. In the day-to-day, it is easy to overlook the cumulative impact of this success, so it is worth pausing to appreciate the reality: your portfolio is likely in a stronger position than ever before, generating record income, and, most importantly, supporting your lifestyle for another year while continuing to grow.
Two specific market shifts occurred in 2025 that had a significant, positive impact on our portfolio’s performance.
1. The Resurgence of Small-Cap Stocks The Snider Method screening process naturally favors small-cap stocks because their higher volatility produces higher option premiums. In 2025, small caps outperformed major indexes like the S&P 500, largely due to falling interest rates that tend to benefit smaller companies. If these conditions continue, they should remain a tailwind for our strategy.
2. Increased Mergers and Acquisitions (M&A) Corporate deal-making rebounded in 2025. Acquisitions often trigger sharp stock price increases, and several long-held positions benefited from buyouts. This allowed us to restart income generation or exit at a profit, reinforcing the value of patience in our approach.
AutoPilot clients can access their 2025 Year-in-Review Snapshot to see a full visual recap of their 2025 performance. This report offers a complete summary of the past year, featuring a breakdown of income sources, performance charts, value changes, and position details.
Looking to the Future
You should expect 2026 to bring as many headlines as 2025. But remember, headlines do not drive our results.Our momentum is high, and the economy remains fundamentally strong, providing the stability we need to thrive regardless of the news cycle.
Thank you for being an integral part of our success in 2025. We are deeply appreciative of your business and the confidence you have shown in Snider Advisors. If you have any questions or would like to review your portfolio in more detail, please contact me at any time.