Palantir Stock Discussion

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 :

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.

151743798 : It's still a little over 30

104248191 : rush to 45

Zec Sol : Someone sell so it goes up, you know who you are

Lugo Antman : I just sold. it'll go up soon. I didn't want to but I know a morning dip Monday is inevitable.
also I'm eyeing hood. I need settled cash for a call I'm tryna buy

Kenneil Nugent : Learn how to have your cash settled instantly

Kenneil Nugent Lugo Antman: 🫡

Lugo Antman Kenneil Nugent: I'm all in brother.   I abused my daily trade limit.

D33zNutz : if it breaks below 27.50 it breaks the last 2 weeks trendline and could begin sell off. if breaks 26.50 breaks it will deffently sell off

Lugo AntmanOP D33zNutz: you're wrong bro. sorry.

Lugo AntmanOP : 26.57 is the buy zone. usually price will trade between -8% and positive 8%
it's the perfect buy point, yes it might move a little further but I would risk 8-10% from the 26.57 level

Lugo AntmanOP : sometimes it's given thouhh that trend is reversing earlier than the 8% risk.   in that case, close sooner.

冲冲冲 : hopefully close above 27.5

Deep Sea : U bought at high price for Dbs. Difficult to make profit. Buy high sell high, the risk is high and  no margin of safety as its PE is high. Its earnings won’t be growing on the yearly basis since interest rate has already reached it peak. The share price is not justified to go higher.

Deep Sea : I have sold off all my US stocks. The Dow and other indexes have gone up super high. Waiting for correction before entering the market again.

I Am 102927471 :

Average Investor : let see if it can close above 28

冲冲冲 : 28.1

Average Investor : nice!