NVDA
NVIDIA
-- 129.820 TSLA
Tesla
-- 302.970 SMCI
Super Micro Computer
-- 53.271 PLTR
Palantir
-- 90.235 BABA
Alibaba
-- 139.910 
Jackson Hole outlook: Pick the assets poised for attention
Buying $iShares 20+ Year Treasury Bond ETF (TLT.US)$ is part of my strategy during impending Fed interest rate cuts. TLT holds long-term Treasury bonds, which typically benefit from falling interest rates. When the Fed cuts rates, yields on newly issued bonds tend to decrease, making existing bonds with higher yields more attractive. This can drive up the prices of long-term bonds like those in TLT, potentially leading to possible gains.
Also, commodities like gold tend to rise as investors seek alternatives to lower-yielding bonds, while emerging markets may experience capital inflows due to reduced borrowing costs and improved liquidity conditions. So, I will consider adding $Goldman Sachs Physical Gold ETF (AAAU.US)$ to my portfolio as well.
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