2023 Mid-Year Outlook: What's your next eyeing sector?
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ZnWC
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joined discussion · Jul 14, 2023 11:01
My Investment Mid-Year Outlook 2023
Which sectors did you add to your watchlist during the first half of the year, and how did they perform? Tech stocks especially AI-related. For example Tesla and Meta. Their performances are above my expectations. Based on Market Watch, Tesla and Meta %change ytd are 125.60% and 160.44% respectively. I don't revealed P/L of individual stock but the rally brought good return in term of value.
Which sectors will you closely monitor in the coming months? What is your strategy for these sectors? Using Moomoo Heatmap and Industrial Chain, I select AI chip and Medicine to diversify my portfolio. Medicine stocks which is non-cyclical will be resilient against recession. Stocks like Pfizer, Moderna, Nvidia and AMD are under my radar.
Heat Map based on 30 Top Sectors YTD by market cap
Strategy: 1) Keep emergency fund for any possible recession -low probability but need to be prepared. 2) Diversify my portfolio - focus on potential hybrid growth and value stock or ETF 3) Continue to invest in dividend stocks: SIA and DBS and Moomoo cash plus fund:$Fullerton SGD Cash Fund (SG9999005961.MF)$and$CSOP USD Money Market Fund (SGXZ96797238.MF)$for passive income
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ZnWC
OPDianaSun_02
:
Yes heat map helps me to identify potential grow stock. Industrial chain have me information about a specific sector I'm interested in.
ZnWC
OPJufina
:
In moomoo app main page, hit Market tab. Choose the stock market you want e.g. US, you should see heat map feature. You can custom made the heat map based on duration and company's cap or volume traded.
DianaSun_02 : Thanks for Info, Znwc! Haven’t used Moo heat map. I think I am gonna try later. Looks like a really clear and efficient one.
ZnWC OP DianaSun_02 : Yes heat map helps me to identify potential grow stock. Industrial chain have me information about a specific sector I'm interested in.
Jufina : where can you see the heat map?
ZnWC OP Jufina : In moomoo app main page, hit Market tab. Choose the stock market you want e.g. US, you should see heat map feature. You can custom made the heat map based on duration and company's cap or volume traded.
michael khor : what's your insight on $Prime US ReitUSD (OXMU.SG)$ ? Still worth to keep and US office vacancy?
ZnWC OP michael khor : No insight as I don't invest in US REIT.
Aomori11 Jufina : Opportunities can be seen anywhere