Portfolio
Inflation is the rate of increase in prices over a given period of time, so most people feel the effects of cost-of-living increases in their daily lives, especially the food, lifestyle, all daily expenses are increased drastically. The impacts are: Erodes purchasing power, raises interest rate, hurts the poor with higher expensesand so on.
A price increase, it means the customers will buy less product, meaning the company will lose the sales, it would impair the economy's long-term performance.
Below are some insights for the portfolio:
US stocks:
- The investors should buy low and sell high: In a falling stock market environment, there are still good investment opportunities : energy and healthcare stocks are attractive areas, especially during recessions.
- Holding stocks that can weather the recession, such as banks, food and Pharmaceutical companies.
Diversification:
- As Asian economies are reopening, the outlook for domestic demand in Asia is improving and then the valuations are good once market sentiment improves. The chinese assets are a good target for diversification, due to China starting to loosen epidemic prevention and control restrictions, and also the technology industry.
US stocks:
- The investors should buy low and sell high: In a falling stock market environment, there are still good investment opportunities : energy and healthcare stocks are attractive areas, especially during recessions.
- Holding stocks that can weather the recession, such as banks, food and Pharmaceutical companies.
Diversification:
- As Asian economies are reopening, the outlook for domestic demand in Asia is improving and then the valuations are good once market sentiment improves. The chinese assets are a good target for diversification, due to China starting to loosen epidemic prevention and control restrictions, and also the technology industry.
- To look for real estate, energy commodities and value stocks, as these historically outperformed during periods of high or rising inflation.
- Gold, commodities, etc. are perfect hedge against inflation.
Free cash flow stocks:
- To look for healthcare and insurance stock and also evaluate companies and its cash flow background, and hold the stocks in companies that generate free cash flow for better flexibility.
- To look for healthcare and insurance stock and also evaluate companies and its cash flow background, and hold the stocks in companies that generate free cash flow for better flexibility.
Dividend yield:
- Look for stable dividence paid stocks
- To increase the holdings of Chinese stocks or investment in Asian companies with dividend yields of better percentage, including renewable energy infrastructure and aquaculture, citing attractive shares and dividends.
- To increase the holdings of Chinese stocks or investment in Asian companies with dividend yields of better percentage, including renewable energy infrastructure and aquaculture, citing attractive shares and dividends.
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whqqq : Very detailed. Regarding the search for stable dividend paying stocks, do you have a good view of those Chinese stocks? thank you![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")