NVDA
NVIDIA
-- 119.380 TSLA
Tesla
-- 236.950 INTC
Intel
-- 25.970 QBTS
D-Wave Quantum
-- 11.000 PLTR
Palantir
-- 86.010 
Is Value Investing Dead?
I wouldn't say that value investing or growth investing are dead. Generally speaking in a bear market most equities will lose value. Even the value companies that supposedly hold their value in turbulent times. If you are speaking of value or growth investing in tech companies, which is what most consider to be growth companies, then obviously growth, value, and just about any other investment strategy is surely dead. But there is always a rally somewhere in the market. You just need to find it. Of all of the major sectors in the S&P 500 the only ones that are green year to date are those related to the energy sector. $Energy Select Sector SPDR Fund (XLE.US)$ and $SPDR S&P Oil & Gas Exploration & Production ETF (XOP.US)$. This is where you will find the bull market.
There are many value companies within these sector ETFs that have been performing much better than most other equities in this bear market. The value investing strategy worked very well this year if you were to rotate your capital into these sectors and its value companies.
It should also be mentioned that the growth investment strategy worked very well within these sectors as well. There are several growth and value companies related to oil, as well as other commodities, that have performed amazingly so far this year. Many of these small companies are experiencing record profits with the current sky high commodities prices. Some of these companies have gone from mere penny stock into investable equities.
For the long-term investor value investing is surely not dead. Neither is the growth investment strategy. But small adjustment to the strategy need to be made to the strategy in order to stay profitable. For example rotating your capital out of a bearish sector and into the rallying sectors. This time around it was the commodities related sectors and especially the oil and energy related sectors. Essentially you could have picked just about any equity or ETF related to these industries. For example this equal weighted ETF $Rydex Exchange Traded Fd Trust Guggenheim S&P 500 Equal Weight Energy (RYE.US)$ which has greatly outperformed the major indices this year.
The current market dynamics will not last forever. When the dot.com bubble popped the market fell for over three years before turning around. Tech were some of the worst performers during that era just like what is happening today. When the market finally turned around the worst performers, like tech, became the best performers. It is a very similar situation as the bear market rallies that have transpired recently. Tech companies were the outperformers to the upside in a very big way during the recent bear market rallies. But they are generally the worst performers in this bear market. I believe Tech will come back to be the outperformers to the upside once again when all of the current macro economic and geopolitical crisis subside and the bear market turns around. When that happens then you want to invest into tech related ETFs like $Invesco QQQ Trust (QQQ.US)$ $Spdr Series Trust Spdr S&P Semiconductor Etf (XSD.US)$ $iShares Semiconductor ETF (SOXX.US)$. You could also gain some extra exposure with some leveraged tech ETFs like $ProShares UltraPro QQQ ETF (TQQQ.US)$ $Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$.
You definitely do not want to jump into the tech space just yet. But most tech companies are appearing very discounted and very attractive to a long-term investor. And the lower these companies fall then the more appealing they become to a long-term investor. So when the trend changes it will be a quick initial run up in tech before everybody realizes it. So you need to be vigilant.
$SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $iShares Russell 2000 ETF (IWM.US)$ $VIX Index Futures(APR5) (VXmain.US)$ $Gold Futures(APR5) (GCmain.US)$ $Powershares Exchange Traded Fd Tst Db Us Dollar Index Bullish Fund Etf (UUP.US)$ $SPDR Gold ETF (GLD.US)$ $iShares Silver Trust (SLV.US)$ $Ishares Iboxx $ High Yield Corporate Bond Etf (HYG.US)$ $Ishares Iboxx $ Investment Grade Corporate Bond Etf (LQD.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $Crude Oil Futures(MAY5) (CLmain.US)$
$TENCENT (00700.HK)$ $SSE Composite Index (000001.SH)$ $CSI 300 Index (000300.SH)$ $CSI 300 Index (000300.SH)$ $FTSE Singapore Straits Time Index (.STI.SG)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $NIO Inc (NIO.US)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $S&P/ASX 200 (.XJO.AU)$ $FTSE Singapore Straits Time Index (.STI.SG)$
$TENCENT (00700.HK)$ $SSE Composite Index (000001.SH)$ $CSI 300 Index (000300.SH)$ $CSI 300 Index (000300.SH)$ $FTSE Singapore Straits Time Index (.STI.SG)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $NIO Inc (NIO.US)$ $BILIBILI-W (09626.HK)$ $Bilibili (BILI.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $XPeng (XPEV.US)$ $Li Auto (LI.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $S&P/ASX 200 (.XJO.AU)$ $FTSE Singapore Straits Time Index (.STI.SG)$
$Apple (AAPL.US)$ $Tesla (TSLA.US)$ $Microsoft (MSFT.US)$ $Amazon (AMZN.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Alphabet-C (GOOG.US)$
$Chevron (CVX.US)$ $Phillips 66 (PSX.US)$ $Valero Energy (VLO.US)$ $Devon Energy (DVN.US)$ $Occidental Petroleum (OXY.US)$ $W&T Offshore (WTI.US)$ $United States Oil Fund LP (USO.US)$ $United Sts Brent Oil Fd Lp Unit (BNO.US)$ $Imperial Petroleum (IMPP.US)$ $Houston American Energy (HUSA.US)$ $Indonesia Energy (INDO.US)$ $BP PLC (BP.US)$ $Exxon Mobil (XOM.US)$
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W Chiang : Generally speaking value investing isn't dead but just different people receive the value differently.
SpyderCall OP W Chiang : agreed
W Chiang SpyderCall OP : perhaps long term and short term also have difference. The valuation can be complex and also related to the personal goal and definition
jigsaw : I don't understand the methods and cyclicality of value investing. It's not about putting it there to die etc. There is a special set of methods and methods, and you also need to know when to stop a profit
Dons Son : Thanks Spyder
Mikey Sheung Wan : Value investment in China simply meant invest in Stocks that Xi JinPing VALUE......and the answer is....NO Stocks! Fxxk Xi JinPing
SpyderCall OP jigsaw : the value companies in the technology sector or the big outperformance for the past 10 to 12 years. now that we are in a high interest rate and high inflationary environment the value companies in the technology sector are not performing good at all. they are actually in a downtrend for the past 9 months almost. but the value companies in the energy sector which were performing very bad over the past 10 to 12 years are now performing extremely well in this High inflationary and high interest rate environment. basically you want to rotate some of your Capital into the value companies in the rallying Industries. like the big oil companies are really good value companies like chevron, exxon, Valero, Phillips 66, ConocoPhillips, Etc. and whenever you see the trends changing then you want to rotate your capital again into the sectors or industries that start to Trend up. for example if oil prices start to drop off of a cliff and inflation starts coming down then we might see these oil companies share prices drop. at that point we would want to take some Capital out of the value companies in the oil sector and then rotate that Capital into the sectors that are trending upwards
SpyderCall OP Dons Son : of course. no problem![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Dons Son SpyderCall OP : What are the best dividend companies in your opinion Spyder
Dons Son Dons Son : Right now and long yerm
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