Joe's 2021 First Half Portfolio Review 🎊
Overall Portfolio Return: 8% 🎉
Biggest winners 🔥
#SE
#NET
#GOOG
👉 Long term Buy & Hold
Biggest losers 😳
#BABA
#LMND
#PLTR
👉 Average trade price too HIGH
Top 3 portfolio allocation 👍
#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
Overall Portfolio Return: 8% 🎉
Biggest winners 🔥
#SE
#NET
#GOOG
👉 Long term Buy & Hold
Biggest losers 😳
#BABA
#LMND
#PLTR
👉 Average trade price too HIGH
Top 3 portfolio allocation 👍
#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
Great Earnings Surprise by #GOOG but price still falls!! OPPORTUNITY
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.☝️
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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.☝️
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!
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!
#GOOG 1 Year Price Target 141.86 (29% Upside). Is this not the safest bet?
🆘 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
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Added positions:
#AAPL #ABNB #GOOG #SPYG
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New positions:
#UPRO #TQQQ
.
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.
.
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).
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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
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
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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
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.
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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.
#GOOG - above long-term trendline, very close to recommended price target level of 130
GOOG.pdf
337.8 KB
#GOOG DCF Valuation as of early July
Is #GOOG still cheap to buy?
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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 #Google #Ai
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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.
.
Do you own any shares of this company in your portfolio?
.
This is not a financial advice.
.
#investing #stock #analysis #investment #investmentdiary #Google #Ai
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)
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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
#GOOG has been inching back up from historical trendline lows. Although is still below all time high and my own intrinsic value, it does looks like the momentum is slowing down quite a bit, and it is not going to move as quick as per past few months. Expect to range between 130 to 150 for the coming weeks
#GOOG back to Weekly EMA 20 support, those without a position can consider to enter, others can start nibbling
Investment Diary (By Joe Pong Wealth)
#GOOG back to Weekly EMA 20 support, those without a position can consider to enter, others can start nibbling
Momentum has not been on #GOOG side lately, best buying opportunity for long term accumulation!