151743798 :
If you sell Chinese stocks and exchange them all for US stocks, especially high-tech stocks, you didn't have 9% in the first half of the year, but 39%. I'm curious if you're still buying Chinese stocks. Aren't big A-shares even better?
doctorpot1OP151743798:
It's true that US high-tech stocks have performed exceptionally well, offering significant returns that outpaced my portfolio's 9% gain in the first half of the year. However, my investment philosophy is grounded in long-term value investing, and I believe that Chinese stocks, particularly those with solid fundamentals, have the potential for substantial rebounds of 100%, 200%, or even 300% as the Chinese market recovers. That said, predicting market movements is inherently uncertain, and diversification remains a crucial part of my strategy. Yes, I am still buying Chinese stocks, but I'm also diversifying my portfolio further by allocating some cash into bonds and REITs to take advantage of higher yields as interest rates are expected to drop. This provides a balanced approach, combining growth potential with income stability. As for A-shares, I prefer investments where I can employ options strategies. Options allow me to hedge my trades and enhance returns through strategies like covered calls and LEAPS. Since I can't use options on A-shares, they don't align with my current investment strategy.
葡萄山 :
We have no way of predicting what will happen tomorrow, but we must be prepared to take risks. And I think doing what we should do now is to prepare the best for the future.
doctorpot1OP葡萄山:
Absolutely. The future is always uncertain, whether we're looking at US tech stocks, Chinese markets, or Singaporean equities. This unpredictability underscores the importance of taking calculated risks and maintaining a diversified strategy. US tech stocks might continue their impressive rally, but there's also the possibility of a correction. The same goes for Chinese and Singaporean markets. Given this inherent uncertainty, diversification is crucial. This not only means diversifying within the stock market across different sectors and regions, but also looking beyond stocks altogether. In my strategy, I've been focusing on including cash, money market funds, bonds, REITs, and real estate in my portfolio. Additionally, starting up businesses further provides safety nets and enhances my diversification. Preparing for the future involves a multi-dimensional approach. It's about spreading risk across various asset classes and regions, staying flexible, and being ready to adapt to whatever the market throws our way. By doing so, we not only mitigate risks but also position ourselves to seize opportunities as they arise.
$DouYu(DOYU.US)$DouYu International Holdings Limited, ... has declared September 3, 2024, as the ex-dividend date for its substantial special cash dividend of US$9.76 per share, which will be payable on August 30, 2024. Investors buying the company's ADSs during the due bill period are eligible for the dividend, while purchases made on or after September 3 will not qualify for the dividend. This move reflects DouYu’s commitment to shareholder returns and marks a significant event for investors ...
This brings tencent's stake to around 64 percent in Huya. This brings tencent's stake to around 64 percent in Huya. Translates to around 5.74 USD per share based on my quick computation. Didn't really check the figures thoroughly so readers should investigate and check on your own. It will not be so simple for Tencent just to acquire another 16 percent stake in Huya at an average cost of 5.74 USD per share. It is still cheaper than its...
moneyworkhard :
that didn't happen 2 yrs back... what can make that happen? Guess if regulators want to approve it before it monopolise d gaming industry
Recently, as the new film Transformers began to warm up, the new peripheral derivative game TRANSFORMERS: REACTIVATE also released its first trailer. The work was developed by Splash Damage game studio, which was founded in 2003. It was once the largest independent third-party game studio in the world and participated in the development of masterpieces such as Killer 2, Extreme Racing: Horizon. It is worth mentioning...
In November 2022, a total of 43 Chinese manufacturers were listed in the top 100 global mobile game publisher revenue list. Due to the strong performance of new games launched by Tencent and other manufacturers in overseas markets, these 43 manufacturers attracted a total of 2.07 billion dollars, an increase of 11.3% compared with October, accounting for 40.2% of the revenue of the global...
In October, the actual sales revenue of China's game market was 19.768 billion yuan, down 18.10% year on year and up 4.66% month on month. This was the first time that there was a positive growth in the last six months. Specifically, among the top 10 games, Tencent released "Glory of the King", "Peace Elite" and "League of Heroes", and NetEase and Blizzard jointly develo...
151743798 : If you sell Chinese stocks and exchange them all for US stocks, especially high-tech stocks, you didn't have 9% in the first half of the year, but 39%. I'm curious if you're still buying Chinese stocks. Aren't big A-shares even better?
doctorpot1OP 151743798: It's true that US high-tech stocks have performed exceptionally well, offering significant returns that outpaced my portfolio's 9% gain in the first half of the year. However, my investment philosophy is grounded in long-term value investing, and I believe that Chinese stocks, particularly those with solid fundamentals, have the potential for substantial rebounds of 100%, 200%, or even 300% as the Chinese market recovers. That said, predicting market movements is inherently uncertain, and diversification remains a crucial part of my strategy.
Yes, I am still buying Chinese stocks, but I'm also diversifying my portfolio further by allocating some cash into bonds and REITs to take advantage of higher yields as interest rates are expected to drop. This provides a balanced approach, combining growth potential with income stability.
As for A-shares, I prefer investments where I can employ options strategies. Options allow me to hedge my trades and enhance returns through strategies like covered calls and LEAPS. Since I can't use options on A-shares, they don't align with my current investment strategy.
葡萄山 : We have no way of predicting what will happen tomorrow, but we must be prepared to take risks. And I think doing what we should do now is to prepare the best for the future.
steady Pom pipi :![](https://emoticon.futunn.com/moomoo_winter_day/mw_16.png)
doctorpot1OP 葡萄山: Absolutely. The future is always uncertain, whether we're looking at US tech stocks, Chinese markets, or Singaporean equities. This unpredictability underscores the importance of taking calculated risks and maintaining a diversified strategy.
US tech stocks might continue their impressive rally, but there's also the possibility of a correction. The same goes for Chinese and Singaporean markets. Given this inherent uncertainty, diversification is crucial. This not only means diversifying within the stock market across different sectors and regions, but also looking beyond stocks altogether.
In my strategy, I've been focusing on including cash, money market funds, bonds, REITs, and real estate in my portfolio. Additionally, starting up businesses further provides safety nets and enhances my diversification.
Preparing for the future involves a multi-dimensional approach. It's about spreading risk across various asset classes and regions, staying flexible, and being ready to adapt to whatever the market throws our way. By doing so, we not only mitigate risks but also position ourselves to seize opportunities as they arise.
View more comments...