@BenjiFuji:[Reflection of 2023] It's been almost 2 years of reflections for me for my Robo DCA vs S&P (bottom shot) vs Tiger investments. How did I fair? Robo To be fair, Robo had most of the cushooting when the sky was falling in 2022 due to its bond and widespread allocations into various mutual funds. To date, I am proud to have DCAed my Robo into a postive 0.23%[LOL] [Grin] Allocation here was a larger amount and it comprised of investments meant for long term and lower risk so I am fine with the results. If the Fed cuts interest rates and the markets fly to the moon, this portfolio will likewise fly. If black swans hit, I will DCA to get better results with this portfolio so its win-win either way. S&P500 bottom shot My firing[Cool] was done in 2022 with fixed trigger points in drops of S&P500 from the maximal high. How did I fair? To date, this investment has grown by 17.1%.[Happy] Not too shady but on hindsight, you always wonder why didn't I fire more. Well it's good to be not too greedy as some gain is better than massive loss so I am humbled by the result. Likewise if this investment shoots up, I will hold and enjoy the long term gains. If it dips, I will pray hard for a major dip so that I can fire another shot.[Cool] Tiger investments 2023 I have been largely passive in my investments as I have been practicing sitting on my butt and watching my stocks grow (or sink). One interesting trade I did was on Seagen and it netted me a nice +11% gain. (Though a small amount). From -47% to +125%, I am happy with my results so far of +39% of the portfolio within a year. Of course I attribute it to lots of luck and lots of work behind the scenes. And the challenge is not to do fantastically well for only one year and die in the following years, but to have sustainable positive performances, year after year. What's next? With interest rate cuts likely to come in 2024, also with a looming recession, the next few moves will have to be well thought out. Invest too much in the future and your present cash flows will get impeded. Stay too grounded in reality and your future growth opportunities will go up in flames. Balance is the key but what will work best for you? I will hold a majority of my positions in liquid cash or cash like instruments, ready to deploy when a crash happens. However if the rocket goes to the moon, and even heads to the stars, I must be willing to reallocate and take some profit. The general market sentiment is now at extreme greed so as a value investor, it's time to be extra cautious. How did you fair in 2023?[Great] Meanwhile below is a nice little humor education on EBITDA and why not to rely on it.[LOL] Like, forward and share your thoughts. @TigerStars @MillionaireTiger @CaptainTiger @Bonta @daz88888888 @LMSunshine @melson @GoodLife99 @SirBahamut Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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