How was your first quarter?

Welcome to April. It means you’ve made it through the first three months of the year. It also means it’s time to review your first quarter. How has it gone for you?

avatarChris23
04-01

[1Q24 Portfolio Update] Riding the Bull Market To New Highs

Hey there, fellow investors! It's been a minute since my last update, but I couldn't resist sharing some insights on how my portfolio has been performing lately and what's on the horizon. So, let's dive in! Portfolio Performance Check-In: Straight to the point – my investments have been chugging along nicely, keeping pace with big shots like the S&P and Nasdaq. We're looking at a solid 10.1% return year-to-date. Not bad, right? Sure, it's a tad shy of the S&P's 10.7% and Nasdaq's 9.41%, but hey, it's all about the journey, isn't it? Winners and Losers: Now, let's talk winners and losers. On the bright side, shoutout to $Micron Technology(MU)$ $Meta Platforms, Inc.(META)$
[1Q24 Portfolio Update] Riding the Bull Market To New Highs

💃💃💃💰First quarter earning 12.8% Beat nasdaq’ 9.8%

**Splendid Start to the Year: Reflecting on Q1** 🎉💼💰💫 In my first quarter, I've been actively engaged in selling PLTR put stocks and exploring call options, which has led to a remarkable estimated annual return of 42.88%. This return surpasses the market performance, boasting a 12.8% return, outperforming the NASDAQ by 2% as indicated by the data. 📈🔍👀💰$Palantir Technologies Inc.(PLTR)$   **Strategic Moves: Maximizing Returns** 💡📈💸🎯 To achieve this, I utilized a strategy revolving around my existing PLTR stocks. For instance, with my PLTR shares initially acquired at a cost of $22.20, I strategically sold in-the-money calls. For instance, by selling a call option with a strike price of $22 and receiving a premium
💃💃💃💰First quarter earning 12.8% Beat nasdaq’ 9.8%

[Events] Were the first three months good, bad, indifferent or very good?

We launched an event last month, and several Tigers shared their stories. Let's look at their experiences together[1Q24 Portfolio Update] Riding the Bull Market To New Highs@Chris23In the first quarter alone, my portfolio generated a return of 10.1%, matching the average annual return of the S&P. In comparison to bonds, my portfolio's performance exceeds twice the annual 5-year US Treasury Yield.First quarter reflection@OptionspuppyThe first quarter saw notable fluctuations in the stock market. For instance, my investments in insurance st
[Events] Were the first three months good, bad, indifferent or very good?
avatarkoolgal
04-15

My Q1 24 Portfolio Review - The Best Performing Stocks/ETFs

🌟🌟🌟The S&P 500 Index gained 10% in Q1 24, its best start to the Year since 2019, hitting 22 record closing highs.  The rally was broad based with 10 out of 11 sectors rising and more than half of the Index's stocks reaching new highs.  Similarly my portfolio has also risen with the markets. My US portfolio has performed rather well  in comparison to my Singapore portfolio.  The best performing ETF is $Energy Select Sector SPDR Fund(XLE)$ which is up 63%.  This is due to the geopolitical conflicts in the Middle East and Ukraine.  The latest hot spot is the Iran Israeli tensions.   Oil prices have climbed in recent weeks.  Brent Crude oil has risen more than 20% since December.  XLE ETF
My Q1 24 Portfolio Review - The Best Performing Stocks/ETFs

First quarter reflection

**Title: Reflecting on the First Quarter: A Financial Journey 📈📅** **Heading 1: Introduction** As April arrives, it marks the end of the first quarter, offering an opportune moment for reflection on the financial journey thus far. Let's delve into the successes, challenges, and strategies that have shaped the past three months. **Heading 2: Stock Performance** The first quarter saw notable fluctuations in the stock market. For instance, my investments in insurance stocks, like Prudential, surged from $100 to $118, accompanied by a gratifying $1.30 dividend yield  **Heading 3: Options Trading Ventures** Engaging in options trading brought both triumphs and setbacks. While my Manulife covered call contracts were called away, resulting in profit realization, I also experienced successful
First quarter reflection
avatarKYHBKO
04-06

Earnings Calendar (08Apr24) - Will BlackRock sink?

Earnings Calendar (08 Apr 2024) There are a few earnings of interest this week namely Delta, Citi, State Street, and BlackRock. The earnings season continues for Q1 of 2024 quarter, with the banking sectors leading the way. Let us look at BlackRock in detail. Observations: The revenue of the company grew from $11 billion in 2014 to $17.8 billion in the year 2023. Gross profit grew from $6 billion in 2014 to $8.6 billion in 2023 Operating profit grew from $4.5 billion in 2014 to $6.3 billion in 2023. Though it is not the record operating profit in 2021 common it remains a highly profitable operating margin that last ended at 35.5% in 2023. The free cash flow (FCF) 10-year median margin stands at a strong 32.8%. The gross profit margin stands at 50.7% from 10-year median. At the price-earnin
Earnings Calendar (08Apr24) - Will BlackRock sink?
First three months of 2024 are definitely a good start of the year! My portfolio is profitable overall and better than expected, except for Tesla  [Cry] I am very optimistics about bank-related stocks since they perform quite well! $American Express(AXP)$ My overall cash flow is OK as my investment strategy is DCA but not panic buying/ selling [Cool] One lesson I learned so far is always not FOMO, especially with the AI hype right now, most investors would chase high on the AI-related stocks and eventually fail to take profit/stop loss. My upcoming strategy will be continuing DCA US ETF and also ETF from emerging markets! Cheers!
avatarMrzorro
04-01
My 1st quarter 2024 as an investor was Improving. New year new hope. I can said in the first 3 month of 2024, my profolio is getting better even though it is still in red [Facepalm]  [Spurting]   I managed to cut off my loss more than I can expected which is good[Sly]  most of them is breakeven.  My cash flow temporary is in 2%. 98% still in stock market. I will try to selloff more if possible. My idea cashflow will be 35% if can[LOL]   I had learn that better to cut loss in time rather than holding it. There are many stock in my profolio that is dropped until penny stock. Some even dropped over 75% such as $Lucid Group Inc(LCID)$ . Selling it and invest in another potential stock maybe can c
There's and old saying, with ANZAC day coming up in April this year to commemorate the Australian and New Zealand army cores mainly but not exclusively related to activities of them in ww1 and ww2, well the saying is "least we forget" Ok sorry for the rant, let's get to the point. While the sheep of Wall Street rant on about AI stocks, fangs, Tesla, fed rate cuts, etc, etc... Well a lot seems to be forgotten. My best performing stocks in the first quarter of 2024 have been way less sexy. And they definitely were not sexy in 2023. So what mite you ask are these forgotten stocks? Bank of America, CITY bank, ANZ bank, Westpac bank, Visa, American Express. And then there are the bdc's (business development companies), reits and mReits.  These have all performed significantly better than a
avatarMrzorro
04-01
My 1st quarter 2024, my profolio is getting better even though it is still in red. I managed to cut off my loss more than I can expected which is good  most of them is breakeven. My cash flow temporary is in 2%. 98% still in stock market. I will try to selloff more if possible. My idea cashflow will be 35%. I had learn that better to cut loss in time rather than holding it. There are many stock in my profolio that is dropped until penny stock.Selling it and invest in another potential stock maybe can cover back the loss instead of waiting it to rise back to the price. My investment plan for the remainder of the year is better to buy the stock that are more stable or good dividend payment which can hold for long term. Invest responsibility ( kind like drinking  alcohol responsibi
1st 3 months a lot of missed opportunities especially not getting DBS when price was low. Now shoot up sp high
avatarAsphen
03-30
Options and Nibbling to build portfolio has been my approach in Q1 2024 and so far yielded 1% per month in profit (3.5% Jan to Mar, yielding about 13k USD).  With market at a high, options was more cautious on strikes and longer dated to capture the lower strikes.  Had also been nibbling on shares of counters in my portfolio that have become good value due to any FUD and over-reaction to bad results or news.  Hot on $Veeva(VEEV)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$   Go
I have an indifferent 3 months. Stock goes up and down as usual, interest cut are just noises. Ignore
Had a v bad 1st 3 months. All not soon, income down, expenses up, shares down.
1Q 2024 loss 1%, main reason was Chinese stocks crash before Chinese New Year. My portfolio is Emerging markets ETF, HSI ETF and dividend stocks. My goal is to beat inflation and Dividend stocks suit me well. I will stick to my plan. Good luck to everyone! I booked 9K dividend income by Q1 and estimated 20k dividend in 2024.
avatarMark B
03-31
Replying to @IAS:An intersting start to the year - a few lessons including how ever much you think the results are going to move the price at reporting season its tricky and hanging in or selling 50% is probably better than jumping ship. i would still be creating stop losses after 10 % gains on all positions. [Sly]//@IAS:My first Quarter in 2024 is slightly better than last year’s first Quarter. So that’s a good thing. Still I’m lagging behind my original plan, so i did not make more than expected. So far I’ve learned to be more patient this year whether as an investor or trader. I’m looking forward to my portfolio progress for the rest of the year.
So, my first quarter in the stock market was quite a ride! Investing in stocks like NVIDIA and Amazon felt solid, you know? They kept churning out those gains, showing why they're the big players in tech. And then there's Archer Aviation, which gave me a taste of the future with sustainable transportation – it's exciting stuff. Palantir Technologies, though, was a bit of a rollercoaster with its ups and downs, but hey, that's part of the game. Overall, it was a learning experience that's got me pumped for what's next in my investment journey.
first three months, I would say ups and downs... ain't that happens to stock [What]  [What]  [What]  swing like a yo yo... @LMSunshine @GoodLife99 @Universe宇宙 @rL @koolgal @Shyon @Aqa @HelenJanet @DiAngel Were the first three months good, bad, indifferent or very good? Did you ma
first three months, I would say ups and downs... ain't that happens to stock [What] [What] [What] swing like a yo yo... @LMSunshine @GoodLife99 @Universe宇宙 @rL @koolgal @Shyon @Aqa @HelenJanet @DiAngel Were the first three months good, bad, indifferent or very good? Did you make more than expec
avatarKok
04-12
I've had an indifferent Q1 of 2024 due to the construction of my portfolio. My portfolio consists of US stocks, Chinese stocks and SG stocks. It's very diversified into tech, consumer discretionary, REITs etc. Although the SP500 has been doing well, my Chinese stocks and REITs have seen almost no recovery and have been in the doldrums for very long. It will only start to look better when the Red cute rates, my REITs start to recover, and China starts to recover too. In the meantime, I'll just have to sit tight and bid my time.