NVDA
NVIDIA
-- 136.719 TSLA
Tesla
-- 412.820 RGTI
Rigetti Computing
-- 6.1200 PLTR
Palantir
-- 70.922 SMCI
Super Micro Computer
-- 36.705 
Slightly early look back at 2024.
2024 is almost over. Oh, it went by so quickly, didn't it?![]()
I think every year, as I get older, I feel like time is passing faster and faster.![]()
(Even though I'm still a teenager) Time is the most precious thing, so I hope to enjoy each day and have a rich year next year.![]()
Now, enough of the preamble, I would like to get into the main topic. This time, I would like to reflect on the stocks and timing I have invested in during this year of 2024. It might be quite a lengthy text. I would appreciate it if you could stay with me.
【First Half of the Year】
I remember investing due to the increase in defense spending and the escalating international tension that had been a topic since the end of last year, as well as the start of the H3 rocket launch. The initial purchase was before the split, but it was roughly at the current price1050YenI think it was about that amount. From there, I made several additional purchases, and finally1999 yenSold everything, earning approximately75%I was able to significantly increase my investment, as I had about 70% of my assets in this stock at the time. I only focused on this stock in the first half of the year.
【Around July】
$Adobe (ADBE.US)$、 $Pfizer (PFE.US)$、 $Intel (INTC.US)$ 、 $Apple (AAPL.US)$ 、 $SoftBank Group (9984.JP)$ 、 $Nitori Holdings (9843.JP)$ 、 $Comfort Systems USA (FIX.US)$、 $Tesla (TSLA.US)$ It was around July. I think my taste is not good haha. At that time, I was struggling to decide where to invest with the profit from selling Mitsubishi Heavy Industries, and I purchased stocks using my risky knowledge and nearly two years of experience. I believe it was Apple, Intel, and pfizer that I only slightly increased.I cut losses when most of the others fell by around 10%.It happened to cut losses.
I particularly regret Nitri as it was heavily sold, and I bought it based on a strong yen expectation. The timing to sell was so bad that it's become funny. As you can see in the image below, it skyrocketed right after I sold them haha. (The yellow box is when I held them)
From here, I believe that growth stocks are overwhelmingly better than value stocks, so I bought and studied O'Neil's growth stock investment book. As a result, I have become more conscious of performance and candlestick charts in stock selection.
【August (example of a crash)】
As July comes to an end, I sold all stocks once and then had the instinct to nest, investing in Mitsubishi Heavy Industries once again. The reason for the investment was because it had dropped about 15% from the price I previously sold at, and I thought it might be a good buying opportunity. However, it did not rise as I had hoped and dropped by over 10% on August 2nd. Feeling like I couldn't take it anymore, I decided to sell as soon as the market opened the next day (August 5), and placed a market order... Stop limit☆☆☆...Yes. I am foolish. I sold at the lowest point. I didn't put all my money at risk, so I was still able to bear it.About 15%assetsdecreased()
There was a considerable impact on my heart and wallet, but I decided to view the fact that I directly experienced a crash in my second year of investing in a positive light and wanted to apply it in the future. Also, I reflected that although this crash was caused by the Bank of Japan's interest rate hike, the correlation to the significant drop of over 10% in most Nikkei average constituent stocks seemed weak as a causal relationship. I believed that panic-induced rushed selling during temporary crashes should be avoided and thought about it calmly later on.
【From the end of August to the end of November】
Based on my experience in July and August, I believe that performance, candlestick charts, relevancy, and industry are important factors for investment. Therefore, I used moomoo's chat, stock analysis, and screener (highly recommended!) to narrow down and ultimately chose Palantir. $Palantir (PLTR.US)$ That was the reason for purchase.
The reason for purchase was that AI trading has been continuing, and I believe that after the rise in hardware stocks like Nvidia, it will be the turn for software stocks. Among them, I was impressed by the tremendous growth in profits and fell in love with the future potential of this Palantir, so I decided to buy it. And amazingly, from the first purchase, you could achieve about 120%, making it the first time I experienced a 'bagger' in total. I made quite a profit as I had invested almost all my assets in Palantir during this period. Besides that, about 120%for the first timebaggerI was able to make a considerable profit because I had invested almost all of my assets in Palantir. During this period, there were also other $DexCom (DXCM.US)$ や $Palo Alto Networks (PANW.US)$ I had been looking at it, but since Palantir had better growth, I transferred my funds.
Having made a profit with Palantir, I chose the American presidential election as the theme for my next investment. I think it was in July? Since the assassination attempt on Mr. Trump, I was convinced that Mr. Trump would become president. Therefore, I started looking for stocks that would be favored when Mr. Trump becomes president and stocks that support Mr. Trump, etc. $Trump Media & Technology (DJT.US)$ is too much of a meme stock, so I couldn't touch it. I decided to buy Tesla. $Tesla (TSLA.US)$ I had bought Tesla around July once before and at that time I cut my losses, but I decided to buy it again. Initially, I was thinking of buying it for the first time before the financial results, but when I saw the large drop in stock price due to the Robo Taxi announcement, I decided to enter at that point. While making several additional purchases, as of now (December 3), I have been able to make a profit with Tesla.was planning to announce a $70 billion buyback plan in April 2024.However, at that time I had only invested about 35% of my assets in Tesla, so it was a slight increase in assets. By the way, I still hold Tesla now.
[December -]
From my past experience, I believe that the stocks I invest in should
・The market capitalization is not too large
・Sales and EPS are growing rapidly
・Being profitable (even better if it has turned from a loss to profit)
・The stock price is close to its all-time high
・Forming chart patterns like Cup with Handle, Flag, Double Bottom, etc., and breaking through (or about to break through)
・Leading stock in a popular sector
・Stock with a certain level of topicability
I thought that something that meets these conditions would have a significant profit potential. What I found was Innodata. $Innodata (INOD.US)$ It was moomoo. It surged after the earnings announcement, and then it seemed to be forming a flag pattern, so I bought it. I want to keep buying it in installments until the end of the year. This is the star of my expectations, lol.
Thank you for reading until the end, even though I wrote a lot. I look forward to your feedback and comments! Let's make next year a wonderful year where our assets grow even more!!!
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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メタボリックアーマー : It doesn't seem like a teenager at all
白りんご OP メタボリックアーマー : Thank you.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
I want to go one step further than people of the same age who are just playing around or studying all the time!
パージ : Is it amazing that someone in their teens is making investment a hobby or a job? This kind of person would probably become a millionaire.
Are you a student? Or are you a full-time investor?
白りんご OP パージ : Thank you very much~
I'm a studious student, haha, I'm searching for stocks in my spare time as a hobby!
にくQ : It's a bundle of talent, isn't it?
I'm still a novice investor myself. Let's do our best
パージ 白りんご OP : I see, are you planning to become a full-time after graduation? Or are you going to get a job?
白りんご OP にくQ : Thank you
Let's work hard together!
白りんご OP パージ : In the future, it's okay to become a full-time investor, but I think I want to work until I'm around 30. My investment history is only 2 years, so I plan to hone my skills by then! However, for now, maybe it's time to pursue further education.
蝉ふくろう : In the second year of investment? The ability to naturally consider and verify the thoughts leading to investment, as well as improvement measures for the future, is impressive. I felt there are many areas to learn from.
Are you keeping an investment diary or some kind of record?
LG007 : My age turned around is also in my teens.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Keep it up, Buffett
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