SakuraSakura
2022-07-01

My portfolio's performance starts to improve in this late first semester of 2022. After dropping for several months and doing average down for my hkx stock, it begins to green already. As I see the opportunity in US Market, I decrease some of my hkx funds to l catch up the opportunity in US market correction. The lesson of bear market for me is money management is very importance for us to stay alive (lol) regardless market is up or down.

$XIAOMI-W(01810)$ , $Amazon.com(AMZN)$ , $Micron Technology(MU)$

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Comments

  • FranklinMorley
    2022-07-01
    FranklinMorley
    holding MU long-term is a curse. No dividend, nothing trading within the same range for over four years. What a shithole. I mean, what the fk is a ten cent dividend. Are they laughing at you? I'm not speaking to the options players, of course.
    • SakuraSakura: 
      I choose MU because of its low PE& promising future mega trends. Because it is a cyclical sector, I' m aware of its downside. That is why only small portion is put in here but thanks for the insight.
  • KittyBruno
    2022-07-01
    KittyBruno
    Good company and low p/e, but the consumer has dried up and will continue this way for at least 6 months. Wait for rest of earnings to show the non-believers the light.
  • littlesweetie
    2022-07-01
    littlesweetie
    Mu is not looking good. They did improve on earnings as well as YOY - - BUT missed on REV. 😬😟😟😟
  • BellaFaraday
    2022-07-02
    BellaFaraday
    Are you bullish on U.S. stocks in the second half of the year?
    • SakuraSakura: 
      I am bearish side [LOL] 'Cause I want to add some US stocks into my portfolio at bargain price [Miser]
  • PandoraHaggai
    2022-07-02
    PandoraHaggai
    You are right. It is important to manage money properly.
    • SakuraSakura: 
      Yes, it does as a long run investor to deal with any circumstances that might occur.
  • DonnaMay
    2022-07-02
    DonnaMay
    What a good post, I learned a lot.
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