Portfolio review - 2024 Q3
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All is good. Such a sight.
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It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
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Investment is a marathon and painfully patient process that investor has to build over a long period of time
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US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
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Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
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HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
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All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
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Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out
.
All is good. Such a sight.
.
It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
.
Investment is a marathon and painfully patient process that investor has to build over a long period of time
.
US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
.
Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
.
HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
.
All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
.
Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out
September 28, 2024
September 30, 2024
October 9, 2024
Forwarded from MarketWise Asia
Price Mover: S&P 500 slips from record after data showing sticky inflation, weakening labor market
October 10, 2024
October 11, 2024
Musk is attempting to steer Tesla away from its core business of making and selling EVs toward one that produces robots and AI.
Tesla’s market cap is equal to almost all the other global automaker’s value combined.
Tesla’s market cap is equal to almost all the other global automaker’s value combined.
October 11, 2024
October 11, 2024
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Find out more on Trust Bank SG website. Terms and conditions apply
🎉 You will get a sure-win scratch card that guarantees you a minimum cashback of S$5, up to S$1,000! Simply download the Trust Bank SG App on the App Store or Google Play Store.
👉🏻 Tap on “Get started” immediately after you start the app and key in my referral code:
00BY1BB0
Find out more on Trust Bank SG website. Terms and conditions apply
October 11, 2024