My $142,385 Portfolio Reflection
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- เผยแพร่เมื่อ 25 ก.ค. 2024
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00:00 Portfolio Update
14:01 Howard Marks' Reflection
18:10 My Personal Reflection - บันเทิง
Good job....!!
Very impressive! Even though at such a young age, still able to achieve portfolio of quite a heavy weight 👍
It's a raging bull market. Everyone looks smart in a bull market.
@@shajanmathew3588 Don't disagree. I don't think I look smart - considering I have such a big Chinese exposure and safe to say, I've got more than 3 years experience staying in a drawdown.
That's still a lot of greens...
Those that are down may rally in the future
😅Actually doesn't matter - I hope they don't rally too quick, can't buy more...
The empire grows.
Hi Chi Keng, new subscriber here, thank you for the content.
Any chance you will be able to do a video on your chinese bank stocks (or chinese bank stocks in general) soon?
I have my reservations on sharing the individual banks. That said, I've recently just released a writeup on them on Substack. There will be a part 2 soon. I don't think I'll be making a video content on them - maybe in writing yes
what is your opinion about Kweichow Moutai? i'm currently monitoring this stock. its price has been dropped but fundamental is still attractive
Hi Five! I'm looking at it too. Taking some time to understand it deeper. Long story short - consumer goods are taking a beating, outlook don't look good - but I love stocks that are beaten. Maybe I'm a psychopath
chicken and baba are done
How u become so rich at such a young age?
Whats your outlook on chinese stocks ? Im down any hope ? You live there you are the man to know tay
I still have >50% there, what do you think?
please share all excel thanks
Which excel? The one that shows the portfolio? It's just hardcoded and I just recorded individual trades myself
think the quote was... "you never go broke taking profits."
Yes!
fuckin alibaba
Elaborate "Chinese Banks" a little better, please.
I've just sent out a piece via substack. Part 2 is coming, because I've just exited them.
Maybe the effort spent on stock picking might be better used on timing. Timing the index well can lead to bigger returns then picking the right stock at the wrong time
youre way too diversified
@@nolansrecovery1975 it just seems all over the place to me. Chinese banking stock, bunch of tech, a reit, couple index funds and I think he said mastercard or visa in the video but I don't see it on the list. Not sure what his overall thesis for the market is or how those other stocks are serving as hedges.
@@nolansrecovery1975 Agreed, I don't think I'm diversified at all. SPY and VOO is for commission considerations - I will switch them out to VWRA soon.
Simple.
If you are WITH AI, you are making money.
If you are SKEPTICAL on AI, you missed the bull run
😂😂😂
My China AI companies are still sleeping
@@taychikengonly white man stocks go up
Forget about BABA, it’s a waste of time. Just do US stocks and follow the trend.
Take a look at Pepsi. It has gone down a lot, retracing at least 1 year of gain. Probably an over correction. Not an exciting stock and even if price gain back up, it is probably going to be around 8 to 12%.
Experiment with short term play as well. It can only enhance your experience.
I dont mind experimenting, but maybe when I have more FU money
Anyone can use a spreadsheet and show off their portfolio. try harder chi keng.
You really consider this showing off? I think this sucks though. Maybe next time I'll add in screenshots, but it's all over the place - hope you still stay.
I'd buy more ETFs and less individual stocks if I were you.
U could have had at least 50% portfolio on meta.. too bad you are this diversified with such small capital. Not wise at all, especially when you haven’t notice it now.
why do 50% meta when you could do 50% bitcoin
Hindsight 20/20
What if he had put 50% in and META crashed further? It’s always easy to say something after the fact. Why don’t you give us a ticker that is guaranteed to make 100% in a year? If you are right, I split the winnings with you. If you are wrong, you pay half of my losses. Happy to enter into a contract with you.
@@stephanieteo91 I want in on that deal too!
2 super good companies are enough for a capital of a measly 100k 🤦🏼♂️