Investment Diary (By Joe Pong Wealth)
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πŸ† Recording Wealth Accumulation Journey Together
πŸ’¬ Join Discussion Room:
https://t.me/investmentdiarychat
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Joe's 2021 First Half Portfolio Review 🎊

Overall Portfolio Return: 8% πŸŽ‰

Biggest winners πŸ”₯
#SE
#NET
#GOOG
πŸ‘‰ Long term Buy & Hold

Biggest losers 😳
#BABA
#LMND
#PLTR
πŸ‘‰ Average trade price too HIGH

Top 3 portfolio allocation πŸ‘
#TSLA
#PLTR
#AAPL

Top new positions:
#6862.HK (Haidilao)
#DDOG
#ZM

Top 3 items for better improvement:
- Portfolio Allocation
- Entry price monitoring
- Add-on positions for winners
In a well diversified portfolio, there will always be a few multipliers or overachieving performers that ensure you have a portfolio of positive gains over the long run.
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In my case, #DDOG #GOOG #NET are my spiking factors. While SAAS company like DDOG and NET are valued at a higher price due to their potential gains in future, GOOGLE on the other hand is a no brainer company to own in your portfolio, and it clearly proves here about its ability to generate amazing profits still even after its mega size today.☝️