Investment Diary (By Joe Pong Wealth)
52 subscribers
1.64K photos
20 videos
34 files
1.63K links
šŸ† Recording Wealth Accumulation Journey Together
šŸ’¬ Join Discussion Room:
https://t.me/investmentdiarychat
Download Telegram
*#ABNB Outlook:*
We are proud of our Q2 performance, driven by both our ability to adapt, as well as our focus on innovation
to support new ways of traveling. Looking forward, we believe Airbnb is well positioned for the continued
travel recovery.

In the near term, we anticipate that the impact of COVID-19 and the introduction and spread of new
variants of the virus, including the Delta variant, will continue to affect overall travel behavior, including
how often and when guests book and cancel. As a result, year-over-year comparisons for Nights and
Experiences Booked and GBV will continue to be more volatile and non-linear.

In the near term, we believe revenue and Adjusted EBITDA provide clearer indications of quarterly
performance. While the COVID-19 pandemic creates ongoing uncertainty for our future results, we expect
Q3 2021 revenue to be our strongest quarterly revenue on record and to deliver the highest Adjusted
EBITDA dollars and margin ever.
Almost two months since the start of 2022, and the market is bloodbath.

My personal portfolio is almost down by half. I will still be buying the lows.

Recently I’m looking at #SE #PLTR #GOOG #ABNB #NVDA #TSLA.

While people are generally bearish on the market outlook, it is therefore a good time to entry, as the hype finally subsided after two years of unrealistic boom since COVID.

Be the contrarian and dollar cost average into your closest circle of confidence stocks. And remember this, do not over-leverage yourself (trust me, I burn myself to let u all know this haha)

While it is the mid term election year, I do not see a clear uptrend for this two years, but it therefore means is the best winter for us to add onto our assets.

LETS GO LONG TERM INVESTORS!
All eyes on #ABNB Tuesday Earning Release (Upside 120/130, Downside: >90)
šŸ†˜ 2022 Q3 Portfolio Review šŸ†˜
.
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
2023 Q1 Portfolio Review
.
Tesla (#TSLA) back to my portfolio number one ā˜ļø
.
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.
.
Sold off NVIDIA (#NVDA) and Virgin Galatic (#SPCE)
.
Options trading this year was not 100% tuned yet. Big wins and big loss, mere positive so far.
DAYS TO EARNINGS = 10 MORE DAYS !
#ABNB - Potential Positive Momentum ?
#ABNB - reaching price equilibrium
Is #ABNB overvalued? šŸŽ
.
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
Top 3 positions = 50% of Portfolio
.
#TSLA #PLTR #DBS
.
Top 10 positions > 80% of Portfolio
.
#GOOG #AAPL #BABA #ABNB #CRWD #NET #MSFT
.
8 winners, 20 losers, more work to be done
2023 Q3 Portfolio Review
.
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
.
To add more portfolio investment weightage in healthcare and finance sectors
#ABNB price around 130 range is a key support/resistance level to look out for. I will be paying attention to the higher lows confirmation in the upcoming week
#ABNB ranging between 125-140