JT of Wall Street
commented on
This is a very interesting topic, does history always repeat itself in the equity market? We had seen crashes in 2000 (dot com bubble) and 2008 (housing bubble), and we have continuous enjoy a 13 year bull run (minus away the black swan event in 2020 due to covid). Interesting question here will be if 2020 black swan event will be a reset for another 10 years of bull run, or are we at the end of the 13 years of bull run?
I believe time will tell, and with all the big data technologies that we have today, why we are not able to predict to a very high accuracy of where the market is going, and which stock is the winning stock? the answer likely is human, human is the unknown factors, that acts on emotions
we shall observe and see how the past will repeat itself...
I believe time will tell, and with all the big data technologies that we have today, why we are not able to predict to a very high accuracy of where the market is going, and which stock is the winning stock? the answer likely is human, human is the unknown factors, that acts on emotions
we shall observe and see how the past will repeat itself...
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JT of Wall Street
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Every quarter, the SEC releases Form 13F filed by Institutional Investment Managers to protect the unequal status of retail investors.The Q2 13F filings give us a quarterly opportunity to observe what star institutions are doing, getting a chance to have a deeper look at the latest market trends and find valuable trade ideas.
WhaleIndex 100 tracks the 100 most commonly held stocks disclosed on 13F filings. This strategy has a long-term better performance against S&P 500, with a total return of 250.4% in 5 years.
Berkshire Hathaway
According to the 13F filing in Q2, Berkshire’s US$293 billion portfolio consists of 44 companies, with Apple accounting for over 41% and the top 5 holdings accounting for over 76% of the total portfolio.
The top five holdings are $Apple (AAPL.US)$ , $Bank of America (BAC.US)$ , $American Express (AXP.US)$ , $Coca-Cola (KO.US)$ , $The Kraft Heinz (KHC.US)$ .
In addition, as listed in Buffett's 2020 annual letter to shareholders, $BYD COMPANY (01211.HK)$ (China's EV & Battery maker with a US$ 95 billion market cap.) is included in Berkshire's portfolio.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
Source: the moomoo App
Temasek
In Q2, Temasek's top 5 holdings are $Blackrock (BLK.US)$ , $PayPal (PYPL.US)$ , $Alibaba (BABA.US)$ , $Visa (V.US)$ , and $Lumen Technologies (LUMN.US)$ .
Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), New Oriental Education & Technology (EDU), and Flywire (FLYW) to its US$343 billion portfolios, increased 35% from Q1. While the top sells include Alibaba (BABA), ContextLogic (WISH), Cheniere Energy (LNG), China Biologic (CBPO), and SPDR S&P Financial ETF (XLF).
Goldman Sachs
According to the 13F file in Q2, Goldman Sachs buys 5.87 million shares of Alibaba, becoming the 5th top holding for its portfolio. Goldman Sachs also increases the proportion of tech stakes such as Apple, Facebook, and Tesla, making its top 5 holdings become $SPDR S&P 500 ETF (SPY.US)$ , $Apple (AAPL.US)$ , $Microsoft (MSFT.US)$ , $iShares Russell 2000 ETF (IWM.US)$ , and $Alibaba (BABA.US)$ .
It is worth noting that unlike Goldman Sachs, BlackRock sells 74 million shares of Alibaba in Q2.
Rewards:
Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
Leave your comments below before Aug 24,
5 mooers will win 2000 points
10 mooers will win 1000 points
based on the quality and originality of their comments.
Comment now to win!
WhaleIndex 100 tracks the 100 most commonly held stocks disclosed on 13F filings. This strategy has a long-term better performance against S&P 500, with a total return of 250.4% in 5 years.
Berkshire Hathaway
According to the 13F filing in Q2, Berkshire’s US$293 billion portfolio consists of 44 companies, with Apple accounting for over 41% and the top 5 holdings accounting for over 76% of the total portfolio.
The top five holdings are $Apple (AAPL.US)$ , $Bank of America (BAC.US)$ , $American Express (AXP.US)$ , $Coca-Cola (KO.US)$ , $The Kraft Heinz (KHC.US)$ .
In addition, as listed in Buffett's 2020 annual letter to shareholders, $BYD COMPANY (01211.HK)$ (China's EV & Battery maker with a US$ 95 billion market cap.) is included in Berkshire's portfolio.
You can click "Summary" under the stock's "Detailed Quotes" page for more details.
Source: the moomoo App
Temasek
In Q2, Temasek's top 5 holdings are $Blackrock (BLK.US)$ , $PayPal (PYPL.US)$ , $Alibaba (BABA.US)$ , $Visa (V.US)$ , and $Lumen Technologies (LUMN.US)$ .
Temasek Holdings adds new stakes in Airbnb (ABNB), DiDi Global (DIDI), New Oriental Education & Technology (EDU), and Flywire (FLYW) to its US$343 billion portfolios, increased 35% from Q1. While the top sells include Alibaba (BABA), ContextLogic (WISH), Cheniere Energy (LNG), China Biologic (CBPO), and SPDR S&P Financial ETF (XLF).
Goldman Sachs
According to the 13F file in Q2, Goldman Sachs buys 5.87 million shares of Alibaba, becoming the 5th top holding for its portfolio. Goldman Sachs also increases the proportion of tech stakes such as Apple, Facebook, and Tesla, making its top 5 holdings become $SPDR S&P 500 ETF (SPY.US)$ , $Apple (AAPL.US)$ , $Microsoft (MSFT.US)$ , $iShares Russell 2000 ETF (IWM.US)$ , and $Alibaba (BABA.US)$ .
It is worth noting that unlike Goldman Sachs, BlackRock sells 74 million shares of Alibaba in Q2.
Rewards:
Do you think it's worth to watch what great investors are doing? Should people just fast-follow or turn a blind eye? Which investors/ mooers/ Youtubers are you following?
Leave your comments below before Aug 24,
5 mooers will win 2000 points
10 mooers will win 1000 points
based on the quality and originality of their comments.
Comment now to win!
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JT of Wall Street
liked
$Alibaba (BABA.US)$ Dad is so cool today 💪
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JT of Wall Street
reacted to and commented on
JT of Wall Street
liked
$Block (SQ.US)$ up and up
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$Block (SQ.US)$ Short after it peaks, look for a second surge, it looked like they are just hyped. a put option would prob be worse than just buying long
$Block (SQ.US)$ looks like a good way to find out why the P/E isnt friendly. whether fintech or tennis, id destroy u in a volley
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JT of Wall Street
liked and commented on
$Snap Inc (SNAP.US)$ suffers outage with users not being able to log in.
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JT of Wall Street
liked and commented on
I believe most of us are new trader here (Yes, including me 😄), I'm trying share what I observe and learnt during this earning period 🏦💵
As a rookie I thought this period could be the best time to buy or sell shares, it started with earning announcement by $Snap Inc (SNAP.US)$ which lead share price jump around 23% after announcement, which also impact to other social media shares up $Meta Platforms (FB.US)$ , $Twitter (Delisted) (TWTR.US)$ which also increase around 5-10% just because of this announcement, this really trigger me to focus and alert to ea...
As a rookie I thought this period could be the best time to buy or sell shares, it started with earning announcement by $Snap Inc (SNAP.US)$ which lead share price jump around 23% after announcement, which also impact to other social media shares up $Meta Platforms (FB.US)$ , $Twitter (Delisted) (TWTR.US)$ which also increase around 5-10% just because of this announcement, this really trigger me to focus and alert to ea...
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JT of Wall Street
commented on
Happy Monday mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes last week! (Nanlo caps are excluded.)
Upcoming Live
This week, @moo_Livewill live stream the $Alibaba (BABA.US)$ June Quarter 2021 and $Virgin Galactic (SPCE.US)$ Second Quarter 2021 Financial Results in moo community for informational purposes. Follow ...
Upcoming Live
This week, @moo_Livewill live stream the $Alibaba (BABA.US)$ June Quarter 2021 and $Virgin Galactic (SPCE.US)$ Second Quarter 2021 Financial Results in moo community for informational purposes. Follow ...
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JT of Wall Street : Good observation. The thing that sets humans apart from the rest of the Universe, it can’t be shaped or reformed. It’s something that your parents gave you..even if you’ve never met them.
It’s the way the mind interprets others and the reaction to actions that make life what it is. It’s not what you do or say, it’s how you react. - My Dad