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I think that the best way to approach long term investing is through passive solutions. as individuals, we do not have the ability to keep track of evolving markets and stories for individual securities in the long term. hence, we will likely underperform the broad market in the long run, although we might outperform in the short run. best to stick to market beta for the core portfolio

going against the regulatory environment in China this year was a bad call. as they say, understanding regulations is the most important part of investing in China, and I failed to read the tea leaves this year. hopefully 2022 will be a better year for China as the government pivots away from tightening.

I think that we are currently still in a bill market and can expect the S&P500 to continue trending higher in 2022. Growth continues to recover to trend levels as we come out of the pandemic. Inflation is a worry, but companies still have strong pricing power and can protect margins.

Find liquid markets and a comfortable timing to trade. identify chart patterns that you can consistently spot and trade based on these. take advantage of price volatility. most importantly, be disciplined in setting take profit and stop less levels - this is the most important point! holding a position for too long is a bad decision!

BNPL is nothing new, its just a new method of extending consumer credit. But there are things that we can take away from BNPL and apply into investing.
1. Credit is neither good nor bad, ultimately it depends on how credit is used. This applies both to our retail purchases and our investing purchases. Too much of any single thing will become a bad thing.
2. Don’t take on more credit than you can handle! Stick to leverage rules of thumbs.

I think leverage can be used to amplify gains if used in a controlled way. Its no secret that many hedge funds do leveraged trading, so leverage can definitely be managed. i think the key is risk management, not to maximize the leverage you take and keep it at a comfortable level. would not go beyond 30% leverage!

EVs are the future, and we should ride this wave

I love it, ARKK and Cathie Wood’s foresight. but ARKG is still lagging and i think this will see an even bigger rebound!