2024 outlook: How to position your portfolio for the new year?
Hi, mooers! ![]()
As we step into 2024, now is the moment to reflect on your investment performance from the last year and set your sights on the future. Did your investments perform as expected in 2023? Have you met your financial aspirations? Even amidst a volatile market environment, the future holds a variety of investment opportunities. Let's embark on this journey to unlock them!
In the concluding meeting of 2023, the Fed decided to keep its policy rate steady for the third consecutive meeting, while clearly signaling that rate cuts are on the horizon for 2024. The spotlight has shifted to discussions about when the Fed will cut rates and by how much in the coming year.
Meanwhile, with expectations of rate cuts, profit growth forecasts are improving, and risk sentiment is rebounding. Experts from J.P. Morgan have claimed that propelled by the large-cap growth companies, often referred to as the "Big Seven" that dominate index weightings, the S&P 500 index has climbed over 20% year-to-date.
In many sectors, the advent of artificial intelligence has paved the way for substantial investment possibilities in the marketplace. From the mega-cap AI leaders that defined the past year like Microsoft, Meta, and Alphabet to the underlying hardware and data center providers, the continuous progression of artificial intelligence and its infrastructure offers various investment avenues.
What is your investment plan for 2024? How do you think the market will change in the year ahead? Which sector are you most bullish on? ![]()
Review your portfolio in the past year
What direction will investments take in 2024? Amidst unclear market trends, many investors are turning to the Dollar-Cost Averaging (DCA) approach to mitigate risk and smooth out returns.
This strategy refers to periodic, recurring investments of a fixed amount of money into a specific asset. By employing a Regular Savings Plan (RSP), DCA is established as a prudent investment tactic that offers protection from the volatility of the market and avoids the pitfalls and hazards tied to trying to time the market.
"DCA mitigates what behavioral economists call self-control bias, or the tendency to consume today at the expense of saving for tomorrow. And mathematically, DCA means money starts compounding earlier," said Brian F. Lomax, a senior portfolio manager at Wealth Enhancement Group.
Have you ever set up a Regular Savings Plan? What impact does it have on your investments? Do you think the DCA approach could assist you in reaching your financial targets for the upcoming year?
In providing mooers with increased adaptability and ease in managing their investments and to seamlessly customize the DCA approach to their personal preferences, the highly anticipated moomoo Stock Regular Savings Plan feature has officially been launched! Tap here to dive in and explore this exciting new feature!
How do you feel about our newly launched Stock Regular Saving Plan? Will you consider applying this feature to enhance your portfolio? ![]()
Achieve your investment goals in 2024
Ready to jumpstart your investment journey for 2024? Let moomoo be your guide to smarter investing!
Apart from launching the Stock Regular Saving Plan, we've also introduced a host of other innovative features, including 24-hour US stock overnight trading, fractional shares, and analyst ratings.
Tap the link below to learn more about these features>>
What financial goals are you looking to achieve in the upcoming year? Do you have plans to upgrade your investment tactics? Which of our features do you think will be most beneficial in reaching your goals?
A very happy new year to all mooers, with the hope that you'll invest joyfully and with intelligence throughout 2024!
See you next time! ![]()
Share your insights with us and win rewards!
1. What is your investment plan for 2024? How do you think the market will change in the year ahead? Which sector are you most bullish on?
2. Have you ever set up a Regular Savings Plan? What impact does it have on your investments? Do you think the DCA approach could assist you in reaching your financial targets for the upcoming year?
3. How do you feel about our newly launched Stock Regular Saving Plan? Will you consider applying this feature to enhance your portfolio?
4. What financial goals are you looking to achieve in the upcoming year? Do you have plans to upgrade your investment tactics? Which of our features do you think will be most beneficial in reaching your goals?
Jan 31 - Feb 14
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This presentation is strictly for informational and educational purposes and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.
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Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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mr_cashcow : 1. What is your investment plan for 2024? How do you think the market will change in the year ahead? Which sector are you most bullish on?
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
All aboard the $NVIDIA (NVDA.US)$ hype train![[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")
is able to match their competitor's rsp promo I might consider switching over![[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")
Move over EV, AI is the new boss now
2. Have you ever set up a Regular Savings Plan? What impact does it have on your investments? Do you think the DCA approach could assist you in reaching your financial targets for the upcoming year?
Yes I have setup RSP for funds and stocks, DCA just works for long term market exposure
3. How do you feel about our newly launched Stock Regular Saving Plan? Will you consider applying this feature to enhance your portfolio?
Have already been using a similar feature elsewhere so if
4. What financial goals are you looking to achieve in the upcoming year? Do you have plans to upgrade your investment tactics? Which of our features do you think will be most beneficial in reaching your goals?
Continue to DCA into magnificent 7
小trader : 1. My investment plan for 2024 remains consistent – identifying value-driven companies with robust economic moats and investing in them when their share prices are below intrinsic value. While I don't have a precise forecast for market changes, I will stay vigilant, particularly in the Technology, Healthcare, and Energy sectors. Currently, my optimism leans towards the AI theme, as evidenced by its prominence in discussions – mentioned on 38% of S&P 500 conference calls in January, according to Reuters. Following the trend, I believe aligning investments with companies moving in the AI direction is a strategic move for the year
2. I haven't set up a Regular Savings Plan (RSP) yet as I'm still in the process of building my portfolio of individual companies. However, it's on my radar for future consideration. Regarding the Dollar-Cost Averaging (DCA) approach, I believe it could be particularly beneficial for reaching financial goals. While I acknowledge differing opinions, I see DCA as a more suitable strategy for investments in ETFs rather than individual companies.
3.I believe it's a great feature, especially for those interested in the Dollar-Cost Averaging (DCA) approach. It simplifies the process, allowing for automation and adjustments based on personal preferences. I plan to apply this feature in the near future.
4. My main financial goal each year is to outperform the market. I'm open to exploring new investment tactics, and currently, I'm looking into understanding price action concepts. One feature I find highly beneficial is the insider activity tracker, which I regularly use as part of my decision criteria.
ATS A trade sniper : win
Hua Moo Lan : 1. What is your investment plan for 2024? How do you think the market will change in the year ahead? Which sector are you most bullish on?
- Diversified investment across different sectors covering technology( AI), finance and healthcare be my investment plan for 2024. I have faith with a positive market outlook in 2024 with Fed cutting interest rate and the sector that I’m most bullish on would be AI.
2. Have you ever set up a Regular Savings Plan? What impact does it have on your investments? Do you think the DCA approach could assist you in reaching your financial targets for the upcoming year?
- No, I haven’t.
3. How do you feel about our newly launched Stock Regular Saving Plan? Will you consider applying this feature to enhance your portfolio?
- I think it’s great since it’s adapting DCA approach and hence I will really consider applying this feature to enhance my portfolio.
4. What financial goals are you looking to achieve in the upcoming year? Do you have plans to upgrade your investment tactics? Which of our features do you think will be most beneficial in reaching your goals?
- I’m aiming for 30% overall return of my invested capital in year 2024. Currently exploring all sort of investment tactics to further enhance my skillset and ensuring a wise decision made in my year 2024 journey of investment. All the features provided by moomoo definitely helps in shaping a wiser investor of tomorrow hence I shall pass on the question of which feature that’ll be most beneficial in reaching my goals
湖泊面积3333 : Financial goal: Interest payments received on cash flow can cover the loan's interest macro and part of the expenses
e13v3n : i am thinking of pivoting into fixed income given that prices will rise when yields fall and inevitably it will fall so i really think
Thy GoD : 1. I'm still bullish on the tech sector especially with the release of apples vision pro. for my investment plan, I'm at the stage where I'm buying the funds I planned in the previous year so it's not really like anything has changed since my last post.
2. yes I've set it up on mutual funds but not on stocks before, Ive read up on articles that tested which strategy was better, a direct lump sum or regular monthly rsps.
i believe the findings showed that rsp brought better gains but not as good as if you were to buy whenever the market dips. currently I'm doing both and I buy whenever the market dips in the new month.
3. I think it's an amazing add on from the moomoo team as it's something other brokerage offer. however some brokers like interactive brokers I believe gave discounted fees if you used rsp on stocks.
i think this can be something moomoo offers as well to incentive rsps especially due to the nature of how frequently you'd be buying the shares.
admittedly if you're buying fractional, it's arnd 1% in fees anyways which is p cheap.
4. my plan is to slowly buy the funds I wanted to buy in the previous year's investment plan and I'm actually interested in using any of the excess funds to do some swing trading. Regarding features, moomoo's fund ranking and filtering is very convenient, compared to other brokers it let's you see the annual yield as well as NAV history of the fund, which I find extremely useful when analyzing performance.
Holmas Cool mr_cashcow : I'll
agar agar : So.. if moomoo put together a fund of top performing stocks and help us manage the portfolio, I think I may be interested in setting up a RSP to invest in what the moomoo research team put together! What say you?
PowerUp : Isn't this just a fixed bid? There has always been a fixed investment in Apple. Very good method. Don't worry about that much, buy a little every month. The return rate is pretty good so far
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