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 USA Stock Discussion v8, Brexit: What happens now?

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Ramjade
post Jun 20 2022, 10:17 AM

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QUOTE(Lon3Rang3r00 @ Jun 19 2022, 11:00 PM)


Random Chicken shows up, any comment on what he's saying? is it true that Fed actually causes that and what he said is just another possible outcome?
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I don't care what the fed does. If it's cheap I buy. The fed is there to help me only.

Never care what the fed or market does. Focus on the business. There's always something which worry the market. Peter lynch words. Not mine.

This post has been edited by Ramjade: Jun 20 2022, 10:18 AM
Ramjade
post Jun 21 2022, 11:02 AM

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QUOTE(wongmunkeong @ Jun 21 2022, 10:23 AM)
loaded up 2020 Apr-July XD
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Just buy when it's cheap and you see everyone said don't buy.
Ramjade
post Jun 25 2022, 03:41 PM

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I DCA in and already up 10%. If I haven't DCA in near the bottom (can never catch the bottom), I wouldn't even be up 10%.

Just waiting for it to fall again so can use my cash to buy more.
Ramjade
post Jun 26 2022, 12:37 AM

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QUOTE(RayleighH @ Jun 24 2022, 07:25 PM)
Boon3 Please comment. In your opinion, this DCA viable boh? Or maybe there are mistakes in my calculation?
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Follow your own rules. Don't follow others. Cause what work for you won't work for them.
Ramjade
post Jun 26 2022, 09:28 AM

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QUOTE(Boon3 @ Jun 26 2022, 09:07 AM)
Walauehhh..... Friday nights and Saturdays.... sometimes, some people do go out and get laid, no?  smile.gif

This is stock forum, what? There is no 38D Cups to be won from discussion, is there? Many a times, posts doesn't need any answering. Sometimes, it gets to the point of what else is there to be answered? And then there are......

Using your data...

With DCA and without? What's the big glaring difference? With DCA, the simplified return is 187%. Without DCA, the return is a whopping 1050%!!!!

What does again says??? When you DCA on an uptrend, where's the upside? What's the positive advantage of adding and adding to the stock? You raised your average cost and the returns get significantly reduced. Is this positive move to employ such a strategy? Was it worth to DCA for a much lesser return?

This is stocks. Certain stocks, fundamental changes more quickly. Look at them Chinese stocks. All it took is an idiot to embark on a suicide MAGA (which coincidently is still wrecking have on the global economy. Or should I stressed out GLOBALISED economy). When MAGA happened, that was the start of the war. The trade war. There is no escape. Sooner rather than later them Chinese stocks felt the brunt of MAGA. The shift and the changes in subscription for Netflix. Look at the impact. Who could imagined that such a massively big cap American stock could plunge so bad? At peak Netflix was what? Close to 310 billion stock? Now? Around 80 billion stock. Did Netflix as a company suddenly just go bad? Or was it a shift in business economics? ( and yeah.... who to say, Netflix doesn't find a fix to their current bad situation?)

Or Tesla. Tesla just got a lucky. Those true stock investors would have never laid a finger on it. That company. The cash burn rate. The  Cash calls. That fact that the company was on the brink of bankruptcy.  To continue betting before TSLA made its bull run was really reckless. That's my clear opinion on it. Yeah, the stock is a big winner. LOL! Yeah... but that changes nothing for me. Just calling it as it is. Of course, some idiots will try to spin it around and call it sour grapes. Whatever. Immunity is strong.

Which is why don't do DCA on stocks!

Up buy, down buy, sideways buy. Doesn't it sound like insanity? it does. The stock matters.  The fundamentals matters.
All this... that's my 28 sen opinion.
Feel free to disagree.... but yea... this is way too tedious for me... hence if you do not see a reply, you don't.
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What you say apply on certain stock because fundamentals change. Look at Nvidia. Microsoft. Even if you average up, for say 5 years, your return would be awesome.

Ramjade
post Jun 26 2022, 04:07 PM

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QUOTE(dwRK @ Jun 26 2022, 12:11 PM)
must be your google... smile.gif

i must say you probably the happiest guy in this bear market wishing for more crash whilst increasing drawdown/paperloss... hahaha  :thumbsup:
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I am always excited by red/bear market. The redder it is and the longer it last the better. It allows me to scoop up things on discount and build up my position i.e don't overpay for things. I for one never shun a near/red market. I welcome it as it's shopping time. biggrin.gif

Same with shopping..I generally shop when there's like a 10-20% discount unless it's something I really need then I will just buy it upfront regards of price.

This post has been edited by Ramjade: Jun 26 2022, 04:08 PM
Ramjade
post Jul 17 2022, 12:34 AM

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QUOTE(RiriRuruRara @ Jul 16 2022, 05:47 PM)
Anyone here own google? How long do you plan to hold it? I see some people say if it's green on Monday better sell it b4 afternoon?
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Why sell if thesis haven't change? I am an investor. Hence I hold them until fundamentals change.

I am not a trader so I don't care if it drop. If it drop, I will be glad to pick up more.
Ramjade
post Jul 17 2022, 10:46 AM

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QUOTE(Hansel @ Jul 17 2022, 10:41 AM)
Been a long time since I saw you writing this of youreslf.  biggrin.gif

YOU've been calling yourself a champion options specialist.  smile.gif
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I still buy and hold. This part never change since I started unless there's a change in fundamentals. Only difference is I sell options as my own DIY dividends.

I have moved on from die die must buy dividend company to buy any good quality companies regardless if they pay a dividend or not.

I still stand by what I said and write. Options have supercharged my journey and will continue to do so. I would not been able to buy so much shares this year if I never get started on my options.

This post has been edited by Ramjade: Jul 17 2022, 10:51 AM
Ramjade
post Jul 17 2022, 10:55 AM

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QUOTE(Hansel @ Jul 17 2022, 10:47 AM)
Bro,... if the stock price has dropped to low,... yeah, it is hard to rise back to our hldg price,... That's why, if it's starting to approach 20% drop,... may have to start thinking abt cuttingloss. Or use the stocks to sell put options if you have minimum 100 shares and the offer is competitive.

Anyway,... you can consider PFLT for some income while awaiting mkt recovery. Dps is stable and justifiable even after the 30% wht, price does not drop too much and is the first to recover when the indices are green....
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I wouldn't invest in debt. You don't know what stuff they are doing behind the scene. That's why you don't see those companies in my portfolio. The closest I have is BlackRock. Yes I have some blackrock as it's a quality business.

I would rather go Brookfield infrastructure or just put it into apple. Safer than investing in companies which invest in debts.

QUOTE(Hansel @ Jul 17 2022, 10:53 AM)
Many is subjective. Many to you may be peanuts to others.

You must be the most intelligent options player in the world. I saw many gotten their hands burnt in recent blogger articles. You are the only one winning.  biggrin.gif  biggrin.gif  biggrin.gif  True or not ?
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Well only if you do silly things. In the long run, the house always win. And if you are a seller, you are the house.
If you are the buyer than good luck.

If only I am the best intelligent investor.
I am not the best. There are better people than me. But I am satisfied with my return to generate min 10-15%p.a of free money. No need to be super greedy. If cukup makan enough for me.

Enough to generate 1-2x my monthly salary/month, enough for me to generate sufficient cash to buy companies when they are on sale. Good enough for me.

This post has been edited by Ramjade: Jul 17 2022, 11:12 AM
Ramjade
post Jul 17 2022, 11:12 AM

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QUOTE(Hansel @ Jul 17 2022, 11:11 AM)

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At the expense of junk debt/risky debt? No thank you. Not for me.
Ramjade
post Jul 17 2022, 11:35 AM

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QUOTE(Hansel @ Jul 17 2022, 11:16 AM)
Times have changed today ! But,.. like I said earlier,... let's see in one year from now,....no need to talk too much !
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Ok. You stick with yours and I stick with mine. I am never going to put money into companies which invest in debts especially small cap debts.

It is one of my rule. Same with why I don't go for crypto at all.
Ramjade
post Jul 19 2022, 02:53 PM

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QUOTE(rotloi @ Jul 19 2022, 10:33 AM)
alphabet Google stock split July 18. USA market is the best ?? Rakuten Trade really good ?? At least can invest USA stock market


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I will avoid rakuten. Not cheap Vs going pure IBKR.
Ramjade
post Jul 24 2022, 11:31 PM

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QUOTE(sgh @ Jul 24 2022, 02:48 PM)
I am curious why SPY? There are other with lower expense ratio like IVV and VOO etc
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Spy is for traders. Most liquid and good options premium.
I've and voo for investors.
Ramjade
post Jul 26 2022, 10:48 AM

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QUOTE(Lon3Rang3r00 @ Jul 26 2022, 09:11 AM)
Just asking, for the past few fed hikes (2022) the market fear before the FED announce the rate, but once FED finalized the number of basis point to be implemented, the market will rally up for short while. Right?
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Yes. Provided they follow the market and don't go off script and increase more than what market expect.
Ramjade
post Jul 29 2022, 02:11 PM

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QUOTE(sgh @ Jul 29 2022, 12:16 PM)
I am more inclined to think your way. Don't think the sudden green yesterday is a sign of end of bull run. In fact I think the recession is more a reality in time to come. Do you intend to lock in partial profits or your US stock are all for the super long haul?
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Cause feds said not going to raise interest rate so much say next year. That why green.
Ramjade
post Aug 5 2022, 07:57 PM

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QUOTE(sgh @ Aug 5 2022, 03:16 PM)
It seems some reader mention Aug no Fed rate hike so stock will rise but is it temporary? as Sep Fed rate hike will appear again. The stock up and down seem to be tied to Fed rate hike closely. If that is true, then Aug could be a time stocks will slowly rise but may drop once Sep enter. I read elsewhere some readers propose sell in Aug and buy back in Sep? Is US stock market so volatile that retail investor need to do the market timing stuff?

Since I enter US market only this year I would like to seek existing forum readers who have been investing in US stock market their experience and comments. This year 2022 look to be a different US stock market phenomenon?

Thanks in advance.
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I am a buy and hold guy. So I do t care what market does. If it drop good. I buy more. If it keep going up I hodl.

Follow what Adam khoo said. Buy and hold quality companies. Eventually you will beat the market.

I don't buy his course but I watch his videos and some of the Malaysian guys I know follow him. His companines are all boring blue chip.

This post has been edited by Ramjade: Aug 5 2022, 08:23 PM
Ramjade
post Aug 6 2022, 09:18 AM

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QUOTE(ozak @ Aug 6 2022, 09:03 AM)
He have 30yrs experience in market. He see it all.

As what he claim.
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What he said is also true as per all investment books. But when it's low. Hold for long period of time.
Ramjade
post Aug 6 2022, 10:07 AM

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QUOTE(dwRK @ Aug 6 2022, 09:36 AM)
and when his stocks crashes... he buy their puts... essentially "selling" his stocks away... when he closes his puts is when he "buys" it back lower...

this is effectively what he's doing... selling by another name... lol
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His holdings form what I know he doesn't touch them. But he does options and short the market etc.
Ramjade
post Aug 6 2022, 11:07 AM

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QUOTE(ozak @ Aug 6 2022, 10:23 AM)
I experience what he said.

12yrs, let my share go through high and low without interfere. And it is still there with profit even covid time.
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Same la. I have been doing that since like 7 years too. Been holding my good stocks.
Ramjade
post Aug 8 2022, 11:29 AM

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QUOTE(Lon3Rang3r00 @ Aug 8 2022, 11:16 AM)
As per last person who asked me to DCA during mid month, i shall pray it continue to go red (at least for the market).

hmm.gif I wonder is it because there are even more retail investor(like me) who joined the market so now it's more unpredictable than before.
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Buy when it's red. Not when it's green. So many of my stocks like double digit return just because of this rally. All because I hold my cash and buy when it's red.

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