In the first half of 2024, my investment portfolio has demonstrated satisfied performance, largely attributed to my strategic focus on high-growth sectors and a disciplined approach to trading. Similar to most of the investors I believe, my most successful investments have been concentrated in artificial intelligence (AI), semiconductor and partially electric vehicles, areas that have experienced substantial market momentum, especially towards the end of 1st half.  AI boosters My investments in AI stocks, particularly Nvidia $NVIDIA Corp(NVDA)$  and Palantir Technologies $Palantir Technologies Inc.(PLTR)$ , have been major contributors to my positive performance. Nvidia, a leader in AI

🌟🌟🌟Mid Year is a good time to review my portfolio performance and reflect on my progress.  The best performance surprisingly came from my US stock portfolio which comprise mainly of ETFs. I love to invest in ETFs since they offer a low cost, value for money choice as I am just a small retail investor with limited funds.  ETFs provide me with an easy solution and offer a diversified allocation to whatever sector I am keen to  invest in.  My best performing ETF is $Energy Select Sector SPDR Fund(XLE)$ which gives me instant access to the US Oil Giants such as Exxon Mobil, Chevron and Warren Buffett's favourite oil company $Occidental(OXY)$ 

Last Week's Recap1. The US Market - The $NASDAQ(.IXIC)$ climbed 18% in 24H1U.S. stocks wrapped up a strong first half of 2024, with the S&P 500 scoring a double-digit gain while the Nasdaq logging more than 18%. The two averages hit new all-time intraday highs earlier Friday before pulling back.Global capital markets mostly rallied in the first half of 2024. Bitcoin soared 43% while gold future jumped nearly 13%.Inflation in May slowed to its lowest annual rate in more than three years, the Commerce Department reported on Friday. The core PCE index, which excludes the more volatile food and energy prices, rose just 0.1% last month and 2.6% from the prior year. Both estimates were in line with the Dow Jones consensus estimates.U.S. banking gia

Overview: Oil prices are experiencing an upward trajectory as we enter the second half of 2024, bolstered by forecasts of a supply deficit due to peak summer fuel consumption and extended OPEC+ production cuts. Despite global economic headwinds and increased non-OPEC+ output capping some gains, both Brent and WTI crude have shown notable resilience, positioning themselves for further potential increases. Supply Deficits and OPEC+ Cuts Drive Prices Higher: As of Monday, Brent crude futures rose by 0.6%, reaching $85.53 per barrel, while U.S. West Texas Intermediate (WTI) crude futures increased to $82.05 per barrel. Both benchmarks have sustained approximately a 6% gain in June, with Brent maintaining levels above $85 per barrel for the past two weeks. This bullish trend is largely attribut

This year, my stock investment strategy has yielded a satisfactory performance overall, with a net profit across my portfolio. I have engaged in trading multiple bank stocks, specifically NYCB, FFWM, VLY, TBNK and CFFN. In addition to these financial sector investments, I have diversified by trading other stocks such as VTRS, ZIM and LSXMA. One of the key components of my portfolio is the TLT etf. Unlike many stocks that I traded on a short-term basis, I intend to hold TLT for the long term.  My confidence in the TLT etf is based on an expectation that its price will continue to increase, reflecting favourable conditions in the bond market. While most of my trades have been successful, my investment in VLY has underperformed this year. Despite its current poor performance, I am optimi

$STMicroelectronics NV(STM)$ STMicroelectronics Makes Major SiC Push with World's First Fully Integrated Facility - Bullish on the Future STMicroelectronics (STM) recently announced a major step in its Silicon Carbide (SiC) strategy with the construction of the world's first fully integrated silicon carbide facility, the Silicon Carbide Campus, in Catania, Italy. This marks a significant development for STM and positions them as a potential leader in the SiC technology space. The Silicon Carbide Campus will encompass the entire production flow, from raw materials to finished products, making it a truly integrated manufacturing site. This level of integration is expected to contribute significantly to STM's leadership in SiC technology for various a

As the  market is forward-looking, we need to project future growth rather than focusing solely on past performance. While Nvidia’s EPS growth rate will eventually slow, the exact figure is uncertain. However, we can use the PE ratio as a reference in relation to its growth rate. For instance, even if Nvidia’s EPS growth slows to 73%, a PE ratio of 73 is still justifiable because the PEG ratio would be 1. Thus, the market has already accounted for Nvidia’s slowing growth rate, and it isn’t as crazy as one might think. Comparing a stock’s historical PE ratio is more applicable because it reflects how much investors are willing to pay for the stock over time, cycling through periods of optimism and pessimism. While this method isn’t perfect since businesses can change (adding or removin

Graph statistics from Jan 2023 though. 2023 was a rather incredible and revolutionary year for me. It was the year where I decided to 'wake up' and turn my account of bleeding reds around. 🍎➡️🍏 It was nightmarish difficult to reverse the many reds I had, especially the $22K loss in $Sono Group N.V.(SEV)$ 🥴😵😵‍💫 My portfolio suffered badly in Jan 2024 (2nd pic) when the Crypto sell off occurred (after the approval of spot Bitcoin ETFs), and I've been on a roller coaster ride up and down multiple times (if you see my graph in first pic). 🤯🤯 My regret was not letting go of my stocks at the right time and not taking profits when due. Paper gains are not yours unless its realised, sadly. 😬😪 Now, I'm on my 5th climb up. It's draining and o

First half of 2024 has been an extraordinary occasion for my investment portfolio, marked by substantial gains and significant learning opportunities. One of the most noteworthy successes was Nvidia Corp $NVIDIA Corp(NVDA)$  , whose shares surged impressively, drawing considerable attention from investors keen to capitalize on its momentum. Overall, my portfolio saw a diversified mix of tech and AI stocks, contributing to a robust performance throughout the half year period. Nvidia Corp was the crown jewel of my investment portfolio in 2024. The stock’s exceptional rally, has not only been eye-catching but also a testament to the power of staying informed and seizing opportunities in the market. Strategy and Insights: Early Ide

Well, recapping is always a painful experience for me. Two fundamental questions always come to mind. First, what was I thinking and second, I wish I'd brought more. Let's deep dive on each...  WHAT WAS I THINKING  At the beginning of last year I took a small position in 3 Australian penny stocks. $MURRAY COD AUSTRALIA LTD(MCA.AU)$ $ELECTRO OPTIC SYSTEMS HOLDIN(EOS.AU)$  and $HighCom Ltd(HCL.AU)$ The first is a fish farming company that raises processes and sells fish. It's a fantastic, sustainable product and I love investing in primary industries. Yet, I always get burned in the primary industries. Down 28%, what was I thinking. Second, EOS

My 2024 mid-year recap is summarised as follow: My rate of return was -5.37%. I have traded 40 stocks which comprising of 10 profitable stocks & 3 loss stocks and the overall winning rate was 25%. I have received the most profit from investing in $Bank of America(BAC)$   and I have lost most money in $HPH Trust SGD(P7VU.SI)$ Thank you so much Tiger Broker for charging a low commission fees which enable us to average down the cost price of our stocks easily and therefore can help us to earn more money. My portfolio did not see any explosive growth during the first 6 months in 2024. The only consolation is both my US and Hong Kong stock portfolios have finally

$(S58.SI)$  SATS Ltd., the Singapore-based airport services provider, has emerged from the pandemic stronger than ever. After experiencing a net loss in the previous fiscal year, they recently announced their first annual profit since the pandemic, totalling S$56.4 million for the year ending March 2024. This remarkable turnaround can be attributed to two key factors. First, the global aviation industry is experiencing a significant rebound, leading to increased demand for SATS' services. Second, the company's recent acquisition of WFS, a cargo handling giant, has resulted in record revenue for SATS. Looking towards the future, SATS is brimming with optimism. They've outlined a bold growth strategy with ambitious g

My portfolio took a sudden nosedive in Jan 2024 when my crypto stocks nosedived after the approval of Spot Bitcoin ETFs. My greatest regret was not taking profits in these stocks when I could. I went on a roller coaster up and down 5times in the first few mths of 2024. Overall, the first half of my investment journey is not as fantastic as others but not too bad, I'd say ❤️🧡💛💚💙🩵💜🩷 $CleanSpark, Inc.(CLSK)$  $Marathon Digital Holdings Inc(MARA)$  $MicroStrategy(MSTR)$  $Coinbase Global, Inc.(COIN)$  $Iris Energy Ltd(IREN)$   Moral of the story is, ta

My family lives in Singapore. Both my wife and I are working, we own a HDB flat without house loan. We have thousands of cash in hand. So it's essential to invest in my family case. Our cash comes from hard earned salary, so we value it to accept moderate risk. I am a market timer, try to reduce risk. Most of time I put money in Singapore saving bond and T bill, and a little money in balanced fund as a regular savings plan. When a event happens I start investment in stocks market. COVID-19 breakout, I invested in oil company stocks, close position when vaccine were available for major economic countries. It's a countercyclical and long-term investing in my current investment. US Federal reserve interest hikes, higher and longer, dividend stocks like bonds, price drops and dividend yields

Small retail options trader - 2024 Started options trading this year. Saw good returns from NVDA calls initially. Some losses after the GTC with a failed calls prediction. Made good returns on Intel puts during Israel/Iran conflict. Also saw returns from AMC puts.  Had some pre meme-stock calls prior to its first large run this year with GME calls and AMC calls. Have reinvested those returns currently into GME leaps. Also had some short term calls on GME, AMC and FFIE for the predicted 6/21 price run but those failed with the share prices all ending sideways that week.  From now to the end of the year I'm committed to increasing my GME leap position with $60, $125 calls expiring in Jan 25. Also considering some smaller short term NVDA calls which I believe should pay good re