🆘 2022 Q3 Portfolio Review 🆘
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Overall Portfolio still in deep RED
Apple is the only company in profit
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Added positions:
#AAPL #ABNB #GOOG #SPYG
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New positions:
#UPRO #TQQQ
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Strategy forward:
Eyeing on big tech companies, currently -30% or below from ATH
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Will be focusing on clearing all my margin from TD Ameritrade by EOY.
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Stay motivated, be inspired.
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Join us in telegram:
T.me/investmentdiary
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Overall Portfolio still in deep RED
Apple is the only company in profit
.
Added positions:
#AAPL #ABNB #GOOG #SPYG
.
New positions:
#UPRO #TQQQ
.
Strategy forward:
Eyeing on big tech companies, currently -30% or below from ATH
.
Will be focusing on clearing all my margin from TD Ameritrade by EOY.
.
Stay motivated, be inspired.
.
Join us in telegram:
T.me/investmentdiary
Telegram
Investment Diary (By Joe Pong Wealth)
🏆 Recording Wealth Accumulation Journey Together
💬 Join Discussion Room:
https://t.me/investmentdiarychat
💬 Join Discussion Room:
https://t.me/investmentdiarychat
It’s a wrap for 2022 investment!
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Current investment portfolio comprises of 34 vehicles (29 Stocks, 2 ETFs, 3 Cryptos).
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#AAPL #TSLA #GOOG taking the top 3 positions, totalling up to 45% of net portfolio value.
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Top 5 companies adding up to 60% while top 7 companies added up to 70% of total net portfolio value.
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Will continue to be adding more of core portfolio positions and passively diluting those smaller positions to take up even lesser allocation in my portfolio.
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#InvestmentDiary #Joepong #PortfolioReview
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Current investment portfolio comprises of 34 vehicles (29 Stocks, 2 ETFs, 3 Cryptos).
.
#AAPL #TSLA #GOOG taking the top 3 positions, totalling up to 45% of net portfolio value.
.
Top 5 companies adding up to 60% while top 7 companies added up to 70% of total net portfolio value.
.
Will continue to be adding more of core portfolio positions and passively diluting those smaller positions to take up even lesser allocation in my portfolio.
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#InvestmentDiary #Joepong #PortfolioReview
A closer look into 2022 Portfolio.
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Everything is down in double digit red, except for my #AAPL position, which remained to at break even price level.
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Total paper loss up to half of net portfolio value.
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A very blood red year for my investment YTD.
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#Investmentdiary #Joepong #PortfolioReview
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Everything is down in double digit red, except for my #AAPL position, which remained to at break even price level.
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Total paper loss up to half of net portfolio value.
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A very blood red year for my investment YTD.
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#Investmentdiary #Joepong #PortfolioReview
A full illustration of everything in my investment portfolio 2022.
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#AAPL #TSLA #GOOG #PLTR #SE took up the top five standing position in terms of portfolio value.
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Largest drawdown from 3 of the 5 top positions results in a painful -50% paper loss in equity value for my portfolio.
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Will be building more positions on core and conviction companies thus diluting small positions passively.
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#InvestmentDiary #Joepong #PortfolioReview
.
#AAPL #TSLA #GOOG #PLTR #SE took up the top five standing position in terms of portfolio value.
.
Largest drawdown from 3 of the 5 top positions results in a painful -50% paper loss in equity value for my portfolio.
.
Will be building more positions on core and conviction companies thus diluting small positions passively.
.
#InvestmentDiary #Joepong #PortfolioReview
2023 Q1 Portfolio Review
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Tesla (#TSLA) back to my portfolio number one ☝️
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Apple (#AAPL) remains to be my most profitable position, while others still in red.
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Both of these two top conviction positions of mine have rebounded quite a bit and will hold them for now until decent pullback before adding more.
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Adding more Google (#GOOG), AirBNB (#ABNB), Palantir (#PLTR), Nasdaq3X (#TQQQ) along the way.
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Sold off NVIDIA (#NVDA) and Virgin Galatic (#SPCE)
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Options trading this year was not 100% tuned yet. Big wins and big loss, mere positive so far.
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Tesla (#TSLA) back to my portfolio number one ☝️
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Apple (#AAPL) remains to be my most profitable position, while others still in red.
.
Both of these two top conviction positions of mine have rebounded quite a bit and will hold them for now until decent pullback before adding more.
.
Adding more Google (#GOOG), AirBNB (#ABNB), Palantir (#PLTR), Nasdaq3X (#TQQQ) along the way.
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Sold off NVIDIA (#NVDA) and Virgin Galatic (#SPCE)
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Options trading this year was not 100% tuned yet. Big wins and big loss, mere positive so far.
Investment Diary (By Joe Pong Wealth)
Shared my thoughts on current big tech price levels, and why I think they are stretching near resistance levels. Executed quite a few bear call spreads tonight. If you have not seen it, click on the group logo and tap “Discuss”
Some lucky winning streaks by closing few of big tech bear call spread verticals early ✅✅✅✅
Congratulations if you managed to follow the trade. If you are still open, here’s some heads up:
#AAPL reaching short term support, #NVDA shooting back up, I closed #META & #MSFT early but they should still have a bit of room for profits.
As #TSLA fell for another 4% today, I just triggered another bull put vertical (high risk trade, as TSLA has not found any technical support price). Will be looking for opportunity to close all my #TSLA open options before expiry as soon as they turn profit.
Congratulations if you managed to follow the trade. If you are still open, here’s some heads up:
#AAPL reaching short term support, #NVDA shooting back up, I closed #META & #MSFT early but they should still have a bit of room for profits.
As #TSLA fell for another 4% today, I just triggered another bull put vertical (high risk trade, as TSLA has not found any technical support price). Will be looking for opportunity to close all my #TSLA open options before expiry as soon as they turn profit.
DAYS TO EARNINGS = 5 MORE DAYS !
#AAPL - Potential Breakout or Resistance?
#AAPL - Potential Breakout or Resistance?
Is #AAPL overvalued? 🍎
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In this post, I share my analysis of the company, with the methodology I use to evaluate its economic moats, financials and fair valuations.
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Do you own any shares of this company in your portfolio?
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This is not a financial advice.
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#investing #stock #analysis #investment #investmentdiary
.
In this post, I share my analysis of the company, with the methodology I use to evaluate its economic moats, financials and fair valuations.
.
Do you own any shares of this company in your portfolio?
.
This is not a financial advice.
.
#investing #stock #analysis #investment #investmentdiary
2023 Q3 Portfolio Review
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Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
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Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
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Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
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Country exposure:
US (85%) >> SG (11%) > HK (4%)
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New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
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Continue to add on positions in Q4
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To add more portfolio investment weightage in healthcare and finance sectors
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Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
.
Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
.
Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
.
Country exposure:
US (85%) >> SG (11%) > HK (4%)
.
New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
.
Continue to add on positions in Q4
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To add more portfolio investment weightage in healthcare and finance sectors
#AAPL has been moving close to the middle of uptrend range for the past weeks. Potential to look for buying opportunities when it is close to the red line support area
#AAPL I am bullish and a fan, but anything above 200 is not attractive for me to add now
Investment Diary (By Joe Pong Wealth)
#AAPL I am bullish and a fan, but anything above 200 is not attractive for me to add now
As we see for #AAPL, now is finally below $200. Any range close to 185 is a good entry
Investment Diary (By Joe Pong Wealth)
My new favourite price for #AAPL is 170
I made this price target sharing 2 months before the crash, hope you caught it! #AAPL