My Investment Plan in the next Quarter
This is a review of my investment plan for the next quarter. I plan ahead for 1-3 years and review my investment portfolio every 1-2 months. I don't reveal my portfolio hence I am using papertrade to present my trading strategy. Here are 2 examples:
1) I invest in value stocks like $Alphabet-C(GOOG.US$ because I believe the company will grow for the next 12 months. To avoid emotional trading - fomo buy (greed) and panic sell (fear), I used DCA (dollar cost averaging). In Moomoo, I used a feature called Stock RSP (Regular Saving Plan). Based on the RSP calculator, by investing weekly for $100 I would make a return of 35%. I invested in the stock in February and made a profit.
I plan to improve my DCA by investing when the TA chart e.g. Bollinger Bands showed a dip. This is not easy as negative emotion will cloud your decision when the share price is falling. My P/L limit is 10%.
2) I plan to invest in a tech ETF which is related to AI. I choose $SPDR S&P 500 ETF(SPY.US$ because of the low management fee and a good track record.
Based on Morningstar Rating, the annualised return is about 10% for 3 years. The diversification will reduce my risk as compared to investing in one stock like (1). Note that this investment is for the long term - 1 to 3 years and expect volatility. I plan to invest in lump sum and will use papertrade for trial first.
Bottom line
I take a long position for my investment and they are not meant for swing trading. Note that there are many types of S&P500 ETFs with different management fee. Disclaimer: Please DYODD when selecting a stock to invest in. The above recommendation is not financial advice - for educational purposes only.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.
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Invest With Cici : Very good planning!
Mature investing requires taking into account the fundamentals as well as the technical sentiment that the money reacts to.
In ETF investment planning, if you wish to invest in the AI tech sector, apart from tracking the broader SPX, there are also QQQ, IWY, VTI, XLK etc. which can be used as a comprehensive reference.
If investing for the long term, the rate is a factor to consider, and more importantly, focus on whether the underlying tracked by the ETF is your preference.
SUNSHINE16 : Good plan!
I like SPLG, FTEC, and IYW. Also keeping my eye on FELC, FELG, FELV, and BBLU… but they’re still young.
rohit dadwal : I invested in spy.
index is always better option
Clement Chan : Thanks for sharing and it seem to be a workable strategy
inventive Iguana_6oh : what do you think about the 3 ETF portfolio (growth, s&p500, and dividend ETF s) and just DCAing into that until old enough to get a little more conservative with investments?
ZnWCOP inventive Iguana_6oh: How long to hold will depend on my risk appetite and investment target. Mine is P/L 10%. I will review my portfolio every 1-2 months.
As for growth stock, it is not suitable for my portfolio. For dividend stocks, I have also invested and will share in another post.
Wiseeye : Nice
007888 :