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2024 Q3 P/L Challenge: What shifts did you make in your portfolio?
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Q3 P/L

Q3 P/L
Q3 P/L
Q3 P/L
Strategy shifts: With the expectation that the US interest rates coming down, I started to buy bonds.
Unexpected gains: Tesla provided some unexpected gains as it has been treding down since the start of the year.
Future tactics: I may continue to buy more stocks and bonds if there is market adjustments resulting in a sugnificant drop in value.
Dos:
1. Invest consistently.
2. Diversify the portfolio.
3. Research on the company you are interested to buy.
4. Hold onto the stocks and not sell unnecessarily.
5. Set clesr goals on your purpose of investing.
Don’ts
1. Don’t invest without fully understanding the underlying investment.
2. Don’t leverage when trading.
3. Don’t short the market.
4. Don’t invest all in one place/ stock.
5. Don’t keep looking at your investment.
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