What Has the Market Taught You?

Today, we would like to invite you to share your valuable market insights! The key to becoming successful investors is to learn from our experiences. It doesn't matter if it is a new trading strategy, an eye-opening market trend, or a valuable lesson learned, we would like to hear from you.

[Focus or Rebalance?] Recently during the bull run I have been reading and thinking hard about this topic as some of my investments have grown to occupy a >20% stake of my portfolio. Rebalancing is the way[Happy]   One of the people I learn from Mr Loo from 1M65 does rebalancing. Basically the concept is to sell your overweighted position, for example in stocks, and move into bonds. This strategy has its benefits. Firstly you get to take profit from your growing investments. Secondly, you get to rotate into another position that could benefit from a reversal. Lastly, a balanced portfolio with regular rebalancing can grow consistently. Focus is the way.[Cool]   Another person that I watch and learn from is Adam Khoo. He allocates a fixed percent of his portfolio initi
avatarLionel8383
2023-11-30

Wide moat beats narrow or no moat investing in the long run

When a new investor starts his journey in picking stocks, very often no thought process is given to the economic moat or management quality of the company. What is economic moat? An economic moat is a concept popularized by Warren Buffett, describing a company's sustainable competitive advantage that allows it to maintain its market position and fend off competition. Similar to a castle's moat protecting it from invaders, an economic moat protects a company from competitors trying to erode its profits and market share. There are several types of economic moats that can contribute to a company's competitive advantage: Cost Advantage: When a company can produce goods or services at a lower cost compared to its competitors. This could be due to proprietary technology, efficient processes, acc
Wide moat beats narrow or no moat investing in the long run
avatarTigerHulk
2023-12-08

A strong U.S economy in making in Dec 2023

With the release of the U.S. non-farm payrolls rise to 199k which exceeded the market expectations on 8 Dec 2023, what I see here is a very strong and robust labour market. With the unemployment rate falling to 3.7% which was an improvement in the labour market vs the previous month and analyst expectations. The U.S. economy is not in bad shape, and way better than what most of us had expected. With the higher payrolls and low unemployment rates, this would FED strong indications that the US economy is strong and should be able to absorb the effect of the higher interest rate hike to curb inflation with a clear goal of 2% in making, I would expect the market to be highly volatile, especially on the bets on when will FED start cutting interest rates. The current valuations of US stocks are
A strong U.S economy in making in Dec 2023