Investment Diary (By Joe Pong Wealth)
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🏆 Recording Wealth Accumulation Journey Together
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Forwarded from MarketWise Asia
Price Mover: Apple slips back on reports that more Chinese users are being told not to use iPhones
Annual Portfolio Review - 2023 🔥
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Looking back, 2023 has been extremely kind to me, with lots of learning and buying opportunities
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Top positions remained to be PLTR & TSLA
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Large addition of GOOG & ABNB
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Have stopped adding AAPL at this price level
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Newly added SG stocks this year
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Added ASML & NVO & V for diversification
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Sold off my NVDA too early in first half of 2023
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Very unlucky of me to not have NVDA & META in my portfolio for the monstrous gains this year
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China stocks continue to underperform, all in red
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BABA & SE continues to be largest losers
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Very painful to have added more BABA this year to see it continue going down the drain
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Portfolio allocation is key, and these two stocks have wiped out all my other stock gains
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Goals for 2024:
Balance out portfolio even more
Add to winners, cut down losers when possible
No more adding on to China stocks
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Let’s grow this portfolio significantly in 2024 🔥