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2024 Q3 P/L Challenge: What shifts did you make in your portfolio?
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mr_cashcow joined discussion · Sep 19, 2024 22:53

2024 Q3 P/L Challenge😆

Strategy shifts: In lieu of the rate cuts I have started allocating cash into bond related funds
Unexpected gains: Does moomoo rewards counts as unexpected gains?
Future tactics: Continue to closely monitor the market and never stop learning & earning both at the same time
2024 Q3 P/L Challenge😆
2024 Q3 P/L Challenge😆
2024 Q3 P/L Challenge😆
2024 Q3 P/L Challenge😆
Here are 5 Dos and 5 Don'ts for position/portfolio adjustments:
5 Dos:
▲Set clear goals: Define your investment objectives, risk tolerance, and time horizon before making adjustments
▲Monitor and rebalance: Regularly review your portfolio and rebalance to maintain your target asset allocation
▲Diversify: Spread risk by maintaining a mix of asset classes, sectors, and geographies
▲Make full use of rewards and promotions: Factor in cash back from buying or selling securities with extra discounts coupons
▲Stay informed but avoid emotional decisions: Stay up-to-date on market news, but avoid making impulsive decisions based on short-term market fluctuations
5 Don'ts:
▼Don't panic sell: Avoid selling during market downturns; instead, focus on long-term strategies
▼Don't over-concentrate: Avoid over-allocating to a single stock or sector
▼Don't chase past performance: Avoid investing in assets solely based on past success
▼Don't ignore fees: Consider brokerage fees, management expenses, and other costs when adjusting your portfolio←can use moomok reward points to exchange for commission fee free cards
▼Don't try to time the market: Avoid attempting to predict short-term market movements; focus on long-term investment strategies
Extra bonus points:
▶Rebalance periodically
▶Use DCA & RSP to reduce timing risks
▶Consider dividend reinvestment and compound interest
▶Maintain an emergency fund to avoid forced selling during downturns
▶Consult a financial advisor or conduct thorough research before making significant adjustments
Disclaimer: All the above are purely for educational purposes and are NOT financial advices! Please DYOR/DD!
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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mr_cashcow
〘Milking the cashcow™🐄🐄〙 【A cautious & sometimes blur sotong trying to learn & earn 💰 at the same time】
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Monetary Policy: Navigating the Fed's Rate Cut Cycle
Changing Fed policy is altering the market math for investors.