182159476
liked and commented on
$CrowdStrike(CRWD.US$ Can anyone explain the abnormal turnover last night?
Translated
3
2
182159476
liked
The long-term investment plan has been revised.
One is that the main product was changed from Nissay Nasdaq100 Asset Management to a total stock market ETF. The reason for this is that I learned while studying books called masterpieces, but I can't underestimate the costs and risks. Investment trusts are inevitably expensive compared to ETFs, and when compared with the above products, ETFs are overwhelmingly cheap at about 7 times 0.2% and 0.03%. I don't know what will happen with exchange in the future, and the SBI Bank/Securities I use has no exchange fees, so I thought there was no problem. Also, it must be said that Nasdaq 100 is high in terms of risk indicators, and its high return was very attractive, and we adopted it as a priority in the original plan, but I learned that what should be prioritized is risk rather than return, so the route was changed as soon as possible. Also, there is a great sense of security that VTI can make diversified investments in most stocks across the US. I realized that a plan not to lose when it comes to long-term investments is the most important. Also, I was at a loss about VOO, but I chose VTI, which is low in price and easy to buy.
The second is the US ultra-long-term treasury bond ETF E...
One is that the main product was changed from Nissay Nasdaq100 Asset Management to a total stock market ETF. The reason for this is that I learned while studying books called masterpieces, but I can't underestimate the costs and risks. Investment trusts are inevitably expensive compared to ETFs, and when compared with the above products, ETFs are overwhelmingly cheap at about 7 times 0.2% and 0.03%. I don't know what will happen with exchange in the future, and the SBI Bank/Securities I use has no exchange fees, so I thought there was no problem. Also, it must be said that Nasdaq 100 is high in terms of risk indicators, and its high return was very attractive, and we adopted it as a priority in the original plan, but I learned that what should be prioritized is risk rather than return, so the route was changed as soon as possible. Also, there is a great sense of security that VTI can make diversified investments in most stocks across the US. I realized that a plan not to lose when it comes to long-term investments is the most important. Also, I was at a loss about VOO, but I chose VTI, which is low in price and easy to buy.
The second is the US ultra-long-term treasury bond ETF E...
Translated
28
1
182159476
liked
But these 10 moat stocks are undervalued according to Morningstar:
$International Flavors & Fragrances(IFF.US$
$Etsy Inc(ETSY.US$
$U.S. Bancorp(USB.US$
$Polaris(PII.US$
$Wells Fargo & Co(WFC.US$
$Comcast(CMCSA.US$
$Teradyne(TER.US$
$Equifax(EFX.US$
$Veeva Systems(VEEV.US$
$TransUnion(TRU.US$
Can you think of other cheap moat stocks?
$Berkshire Hathaway 13F(LIST2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$ $Meta Platforms(META.US$ $Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$
$International Flavors & Fragrances(IFF.US$
$Etsy Inc(ETSY.US$
$U.S. Bancorp(USB.US$
$Polaris(PII.US$
$Wells Fargo & Co(WFC.US$
$Comcast(CMCSA.US$
$Teradyne(TER.US$
$Equifax(EFX.US$
$Veeva Systems(VEEV.US$
$TransUnion(TRU.US$
Can you think of other cheap moat stocks?
$Berkshire Hathaway 13F(LIST2999.US$ $Berkshire Hathaway-A(BRK.A.US$ $Berkshire Hathaway-B(BRK.B.US$ $Apple(AAPL.US$ $Coca-Cola(KO.US$ $Meta Platforms(META.US$ $Microsoft(MSFT.US$ $Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$
6
1
182159476
liked
$Direxion Daily Semiconductor Bull 3x Shares ETF(SOXL.US$
$Direxion Daily Semiconductor Bear 3x Shares ETF(SOXS.US$
The reason for the decline in TSMC was the recovery from excess inventory from 2023
It's slower than expected.
TSMC is a conference call with analysts, excluding memory chips,
The overall market growth forecast for this year starts at “over 10%” 3 months ago
It was lowered to 10%.
$Direxion Daily Semiconductor Bear 3x Shares ETF(SOXS.US$
The reason for the decline in TSMC was the recovery from excess inventory from 2023
It's slower than expected.
TSMC is a conference call with analysts, excluding memory chips,
The overall market growth forecast for this year starts at “over 10%” 3 months ago
It was lowered to 10%.
Translated
30
8
182159476
liked
TSMC lowers semiconductor market outlook for 2024 - due to sluggish smartphone and PC sales
CEO Wei stated in a conference call with analysts that “macroeconomic and geopolitical uncertainty are strong, and there is a possibility that it will put pressure on consumer sentiment and end market demand.” On the US stock market on the 18th, TSMC's American Depositary Securities (ADR) It fell 6.3% at one point, and recorded the largest intraday decline in about a year.
In some reports, the focus is on the earthquake, but I and large investors in America have revised the growth outlook for the semiconductor market downward this year and looked at macroeconomic and geopolitical uncertainty
CEO Wei stated in a conference call with analysts that “macroeconomic and geopolitical uncertainty are strong, and there is a possibility that it will put pressure on consumer sentiment and end market demand.” On the US stock market on the 18th, TSMC's American Depositary Securities (ADR) It fell 6.3% at one point, and recorded the largest intraday decline in about a year.
In some reports, the focus is on the earthquake, but I and large investors in America have revised the growth outlook for the semiconductor market downward this year and looked at macroeconomic and geopolitical uncertainty
Translated
9
182159476 : Oh yeah, it's really exciting.