My Approach to Risk, Growth, and Diversification: A Personalized Investment Strategy

I employ a diversified approach across platforms, sectors, and markets to maximize growth while managing risk. With a current YTD return of 15.17%, my strategy is built around using different platforms tailored to specific asset classes and regions.

- Moomoo: I rely on Moomoo for day-to-day trading due to its user-friendly interface, allowing me to stay nimble in the market.
- IBKR: This platform enables me to access niche stocks and ETFs that I can't easily find elsewhere, such as Ireland-domiciled ETFs like CSPX and Canadian stocks.
- Gemini: I use Gemini to manage my crypto investments, which add diversification and high-growth potential to my portfolio.
- Prudential: My Investment-Linked Policies (ILPs) with Prudential provide a balanced approach, combining investment growth with insurance protection.

- Stock Selection: My stock picks are part of a broader diversification strategy. While I have significant exposure to tech through funds like the PRULink Global Technology Fund (27.5%) and stocks like NVIDIA (19%), I also diversify vertically into other industries, including oil, telehealth, manufacturing, and construction. This ensures that my portfolio is not over-reliant on one sector.
- Market Exposure: I diversify across markets as well, with investments not only in the US but also in Canada, India, and cryptocurrency. This global approach helps mitigate risks tied to specific market conditions.

While I focus on growth sectors like technology and cryptocurrency, I also invest in more traditional industries like energy and healthcare to create a balance. My holdings include Amazon, Visa, LAKE, and various equity funds, ensuring my portfolio remains resilient across different economic cycles.

Using different platforms tailored to various asset classes (like crypto, stocks, and ILPs), I can manage risk effectively while staying diversified across both industries and geographies. This strategic platform and stock selection allow me to capture growth in high-potential areas while protecting against market downturns.

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By blending vertical and market diversification, I aim to build a resilient portfolio that can capture growth from various sectors while minimizing risk through a well-rounded approach.