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.

Simon 5183 : You have 1 million, would you buy a Mercedes-Benz, BMW or BYD? Even a three-year-old knew he wanted to buy that one!

73146505 Simon 5183: I have 1 million. I wouldn’t even touch those.

Simon 5183 73146505: Prerequisites for you to buy a car with a million

73146505 Simon 5183:

73146505 : I know how to spot the top bro