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My long term investment review

Which fund investment themes are you bullish on? Do you have any specific fund(s) in mind?
Are you looking at a specific industry/market/asset type? Why?
What is your latest fund investment plan? What are the reasons behind it?
The current macro conditions (high inflation, FED rate hike and recession) have crippled our will to invest in long term. In my previous post, I reveal plan to invest in long term to position myself when the economy recover hopefully by 2H this year. I'm look at 2 investment sectors:
1. Digitisation
Break through in Chatbot and quantum computer may result in related industry booms. It will ignite a chain reaction in other digital related industry such as cybersecurity and payment. I'm monitoring $Alphabet-A(GOOGL.US)$ and $Microsoft(MSFT.US)$. New terms (or products) may be appearing just to name a few: E- commerce vs AI-commerce, microchip vs Quantum chip and Tele-marketing vs Robo-marketing.
2. Medicine/Drug/Biomedical
This industry is fueled by 2 factors. First is war when occurs will cause medicine to sky rocket in demand. Ukraine-Russian war is an example. I forsee new conflict to arise in the near future. Second is aging population in many countries will imply diseases caused by aging will arise and therefore demand in medicine. If a global disease outbreak occur like the scale of COVID -19, medicine and drug will grow exponentially. I'm monitoring $Johnson & Johnson(JNJ.US)$ , $Moderna(MRNA.US)$ and $Pfizer(PFE.US)$ .
For diversification, you may consider related mutual fund or ETF. Example $Global X Artificial Intelligence & Technology ETF(AIQ.US)$ and $Ishares Trust U.S. Pharmaceuticals Etf(IHE.US)$.
If you wish to invest,
1. Use DCA to avoid emotional stress caused by volatility.
2. Prepare enough emergency fund
3. Do your due diligence (DYODD).
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.
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