Jacob X
Jacob X
Long-term investor. Made in Japan🍙, living in Australia 🦘
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avatarJacob X
12-16
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avatarJacob X
12-12
Don't forget about this ETF... $ARK Innovation ETF(ARKK)$  
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avatarJacob X
12-12

How I Am Positioning My Portfolio for 2025

As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to
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How I Am Positioning My Portfolio for 2025
avatarJacob X
12-06
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avatarJacob X
12-06

Why Australia Risks Falling Behind in the Age of AI—Even as the ASX200 Hits Record Highs

Australia's ASX200 has reached record highs, signaling strong performance in traditional sectors like banking and retail. Yet beneath this market optimism lies a critical challenge: Australia's preparedness for the AI revolution. While countries like the U.S., China, and Taiwan pour resources into transformative technologies, Australia faces unique hurdles from high interest rates, unaffordable housing, and stagnant consumer spending. Without decisive action, these structural issues could leave Australia lagging in the global race for innovation and economic growth. --- 1. ASX200 Highs: Risk or Opportunity? The ASX200's strong performance reflects resilience in established industries, but its lack of tech sector representation reveals an economic blind spot. While U.S. and Asian markets in
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Why Australia Risks Falling Behind in the Age of AI—Even as the ASX200 Hits Record Highs
avatarJacob X
11-21
$Qualcomm(QCOM)$  Connecting the Future Beyond Smartphones, at an attractive valuation after the recent sell-off in semiconductors Qualcomm (NASDAQ: QCOM) is best known for its leadership in the smartphone market, where it powers approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. However, as smartphone growth stabilizes, Qualcomm’s diversification into other high-growth sectors paints an exciting picture for its future. --- 1. Automotive Evolution Qualcomm is revolutionizing the automotive industry, working with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis powers cutting-edge features like autonomous driving, connected infotainment, a
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avatarJacob X
11-18
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avatarJacob X
11-09
【Voting Post】Long-term outlook:  Bull Case for Japan, Canada, and Israel in a Post-Tariff World, during a US-centred disinflation + rate cuts $iShares MSCI Japan ETF(EWJ)$   $iShares MSCI Canada ETF(EWC)$  $iShares MSCI Israel ETF(EIS)$   If the U.S. were to enact steep tariffs—10-20% for most countries and 60% for China—it would radically reshape global trade dynamics, creating a unique bull case for markets in Japan, Canada, and Israel. Here’s why these countries could benefit the most: Japan 🇯🇵 With high tariffs on China, Japan would become an attractive alternative supplier for the U.S. and global markets, especially in tech
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avatarJacob X
11-09
2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$   Buy$iShares Russell 2000 ETF(IWM)$   Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$   --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow
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avatarJacob X
10-22
Great article, would you like to share it?
Forget Apple and Nvidia. An Anti-Mag 7 ETF Starts Trading Today
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avatarJacob X
10-12
Great article, would you like to share it?
@Tiger V:Buffett's Bold Yen Bond Move: Investing Opportunities in Japan's Market Surge
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avatarJacob X
10-01
One of the strongest sectors at the moment $Consumer Discretionary Select Sector SPDR Fund(XLY)$  
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avatarJacob X
10-01
One of the top performing countries YTD that no one seems to be talking about. ✨  $iShares MSCI South Africa ETF(EZA)$  
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avatarJacob X
09-30
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avatarJacob X
09-30
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avatarJacob X
07-08
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avatarJacob X
07-03
Great article, would you like to share it?
@Trend_Radar:Pelosi is back on the Trading Desk: Added AVGO and NVDA
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avatarJacob X
07-02
In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.
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avatarJacob X
07-01
Great article, would you like to share it?
@Long_Equity:US-Listed Companies: Global Revenue Distribution
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avatarJacob X
07-01
Great article, would you like to share it?
@SmartReversals:TSLA Daily Chart - 20DMA is the usual reaction
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