Enough for Santa rally.

Yup. Only experienced in losing 51% of the time 😅

The play book would be the same if you invest long term 🤦‍♀️ if you want to shuffle the playbook often then you have trade a lot instead which higher chances of losing

I like bank of America.. it like roller coaster and reflect well with economic news

haha sorry a bit of a confusion there. was just replying to cyber's comment on cubalagi's "missed out" stock rally

we can say "wahh u missed out on 2020-21 crypto boom oh wow D&O spectacular run from 2020 u didnt buy meh"

but can we really buy at the bottom and sell at the top?

so just DCA on TQQQ TMF

Better buy others if longterm.

My experience.

13-F fillings are out...

BRK's 13-F: https://whalewisdom.com/filer/berkshire-hathaway-inc

https://13f.info/13f/000095012323010898-ber...way-inc-q3-2023

Temasek's 13-F: https://whalewisdom.com/filer/temasek-holdings-private-ltd

https://13f.info/13f/000110465923117480-tem...ate-ltd-q3-2023

-----------------------------

WSJ FINANCE | STOCKS

Warren Buffett’s Berkshire Hathaway Sheds Investments in GM, J&J and P&G
Berkshire’s stock portfolio is concentrated in five companies: Apple, Bank of America, American Express, Coca-Cola, Chevron

https://www.wsj.com/finance/stocks/warren-b...share_permalink

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WSJ FINANCE | STOCKS

Earnings Estimates Are Falling. These Two Companies Are Shouldering the Blame.
Investors may be taking the shift in stride, as much of the responsibility appears to fall on Pfizer and Merck

https://www.wsj.com/finance/stocks/earnings...share_permalink

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WSJ ECONOMY | GLOBAL

The $2 Trillion Interest Bill That’s Hitting Governments
Debt-servicing costs complicate plans in many countries for more military, climate spending

https://www.wsj.com/economy/global/the-2-tr...share_permalink

-----------------------------------

WSJ FINANCE | INVESTING | STREETWISE

The Trillion-Dollar Win Hiding in Your Mortgage
Old fixed-rate loans should be viewed as highly valuable assets after the surge in interest rates

https://www.wsj.com/finance/investing/the-t...share_permalink

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The Trouble With America’s Ultra-Processed Diet
Concern is rising about ultra-processed foods in American diets, and their effects on our health

https://www.wsj.com/health/wellness/ultra-p...share_permalink

-----------------------------------

WSJ HEARD ON THE STREET



This post has been edited by TOS: Nov 15 2023, 12:27 PM

That is why if you DCA only one playbook 🤦‍♀️ and if wanna shuffle playbook then you trade more simple as that

Yes you buy low and sell high but the occurrence will be very like probably 1 in 1000 trades

Especially with macroeconomic news due to consumer data

It depends on how you wanna express your investment views

BAC tracks a lot on based macro consumer economics views 🤦‍♀️ while banks like GS and MS tracks more on institutional investment banking

I have invested in BAC for 11yrs. The annual return is pretty low. Even buy low sell high.

Avoid BCA. Buy JP Morgan or TD or RBY. Better banks than Bank of America.

But steady dividends right?

Did you mean BNY Mellon or RBC instead of RBY?

But the better option than BAC would be definitely JPM

That div ? Zzzzzz...

Put into Maybank much better. Don't waste my time.

Even it can't beat S&P for 5yrs.

Royal Bank of Canada.

Dividend also kena potong tax 😂 not worth it.

The US stock market is geared towards growth. Value doesnt really do well over the long term. I think if a major part of your portfolio is not in Big Tech then you end up having a very average portfolio. Might as well invest in KLCI for dividends.

Take Goldman Sachs for example. In Oct 2007, it was at $250. Now 16 yrs later its at $339. Imagine waiting 16 yrs for it to move up just 35%. Inflation alone would have killed off your profits. In comparison the QQQ tech ETF is up 601% over the same 16 year period.

I've been going heavy into Big Tech since 2018. My most recent buying sprees were in Sept/Oct last year followed by Feb, Aug and Oct of this year. Im done buying for this year (unless there is a big selloff in December which if it happens, i will take advantage of for sure).

My investment horizon is 10-15 years so while my portfolio is highly tech focused, im diversified across the Magnificent 7 stocks plus building small positions in stocks like Uber and General Electric. I started building a position in Uber in December last year when it was trading at around $27. Its now $54. Similar to GE where I started making entries at $55 and its now at $119. Ive also got about 3% portfolio exposure to Palantir which i entered around $9 (its $20 now).

This post has been edited by cybermaster98: Nov 20 2023, 02:09 AM

$NVDA already pass 500 mark. Wonder if will it stay.

Today announce Q3 earning is probably already count in. But the announcement next yrs will determine 500 can stay.

This post has been edited by ozak: Nov 22 2023, 10:01 AM

Not bank stock.

Look for div stock. After tax, still pretty good.

Its way overbought. There will be a price correction. That's to be expected. But this stock is a long term hold.

"Our sales to China and other affected destinations, derived from products that are now subject to licensing requirements, have consistently contributed approximately 20-25% of Data Center revenue over the past few quarters," Nvidia CFO Colette Kress said in a release.

Uncertain next Q4 that cause the price drop.

Won't expect it to have much correction with AI trend and strong growth from Nvidia. It already leave the 300 region and into support at above 400.

This stock is already beyond my expectations. Is already in profit + profit. How long want to hold.