Navigating H1 2024: My Fund Journey and Strategic Pivot for Q3 Onwards
Hey, mooers! 📈💸
Can you believe we're already halfway through 2024? Time flies when you’re having fun and watching your investments grow! 🚀
This year has been a whirlwind in the market, and I’ve been riding the waves with my fund portfolio. Here’s a peek into my H1 2024 P/L records and some insights I’ve gathered along the way.
My H1 Funds 2024 P/L Highlights:
$Fullerton SGD Cash Fund (SG9999005961.MF)$: Steady as a rock! This fund has been my financial anchor, keeping my spare cash stable and working hard at the same time while waiting for the next investment opportunity! ![]()
$Fullerton Fund - Fullerton SGD Liquidity Fund (SGXZ40088619.MF)$: I have just subscribed to the liquidity fund today! I have heard from my friends that this is as smooth as silk, giving my portfolio the liquidity it needs without breaking a sweat!
$CSOP USD Money Market Fund (SGXZ96797238.MF)$: This fund has been my clever parking spot for unused USD planned for trading. It earns interest while waiting for the next big opportunity. 🅿️💵 HUAT AH
What was my ideal fund investment in H1?
The Fullerton SGD Cash Fund has been my trusty companion through the market's ups and downs. Here’s why it’s been the star of my portfolio:
1. Consistency: In a year where volatility was the name of the game, the Fullerton SGD Cash Fund provided consistent returns. It’s like having a dependable friend who’s always got your back.
2. Stability: This fund has been the rock I could rely on, offering a safe haven amidst the market storms. No matter how turbulent things got, it kept my investments secure and steadily growing.
3. Liquidity: Having access to funds quickly without compromising on returns has been a game-changer. This fund provided the perfect balance between accessibility and performance, making it an essential part of my strategy.
My Outlook for the Next Quarter:
As we move into Q3, I’m planning to pivot my portfolio towards the interest rate peak/cutting theme. With interest rates at their peak, I see great potential in quality SG REITs (such as $CapLand Ascott Trust (HMN.SG)$ $Keppel DC Reit (AJBU.SG)$) and growth stocks (such as $Palantir (PLTR.US)$ $Tesla (TSLA.US)$) to rebound once the Fed starts cutting rates (we already saw the ECB cutting rates!). REITs offer attractive yields in a high-interest-rate environment, while growth stocks are poised to benefit as the market anticipates a potential decline in rates. This strategy aims to capture the best of both worlds: stable income from REITs and capital appreciation from growth stocks!!!
Helpful Tips for Fellow Mooers:
Diversify: Don’t put all your eggs in one basket. Spread your investments to manage risk.
Stay Informed: Keep an eye on market trends and news. Knowledge is power!
Patience is Key: Investing is a marathon, not a sprint. Stay calm and carry on.
So, how's everyone else's H1 been @GOH_LK @LuckyMonarch @bt9991 @杰赢? Share your fund P/L records and insights, and let’s learn from each other. Together, we can turn our financial goals into reality! 🌟💼
Ready, set, invest! 🚀💪
Disclaimer: The views expressed in this post are personal opinions and do not constitute financial advice. Investment involves risks, and past performance is not indicative of future results. Please conduct your research or consult a financial advisor before making any investment decisions.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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GOH_LK : "Tesla will be the most valuable company in the world" - Elon Musk
SneakyBear OP GOH_LK : that's right!!! optimus!!!
杰赢 : wow tesla
SneakyBear OP 杰赢 : you got buy? Hahaha
Paul Bin Anthony : tq My dear lovely partner and family together with this tq
SneakyBear OP Paul Bin Anthony : thank you
zhangsq : which sg reits is better? any suggestion
SneakyBear OP zhangsq : depends on what industry u like, if shopping mall like me can choose CICT or fraser centrepoint
LuckyMonarch : Eng ong huat ah
SneakyBear OP LuckyMonarch : huat ahhh thanks bro