Follow me to get less fluff Autoinvestment or Dollar cost averaging is currently a option which is being actively marketed but there are many who have asked me when should it be used and how to use it. This article helps to throw some light on this.  ‌[你懂的] ‌What is it? ‌ A regular savings plan strategy, also known as dollar cost averaging (DCA), involves investing a fixed amount of money at regular intervals over a long period of time, regardless of the market conditions or the price of the investment. This could be on a weekly, monthly, quarterly, or even annual basis. The primary benefit of this strategy is that it reduces the impact of volatility on large purchases of financial assets such as equities. By consistently investing, you purchase more units wh

These are some interesting insider movements which i see in the market. Insiders may buy when the company is undervalued or be trying to change market sentiments like what, so it would be still prudent to do a holistic investigation of the value of the company ‌$COSMOS HEALTH INC(COSM)$  ‌ Siokas Grigorios CEO,Director, >10% Owner Informative Buy 4.47K Shares $107.0K  ‌$Zumiez(ZUMZ)$  ‌ Richard Miles Brooks CEO,Director, >10% Owner 74.93K Shares $1.0M ELLIS ADAM CHRISTOPHER President International Informative Buy 10.00K Shares $146.7 Follow me to get regular updates of interesting insider action.

Follow me @Alice Arnault for less fluff A lot of us would use user persona, product persona etc, this is the same for stocks as well. In this case Stock persona refers to the specific characteristics and behavioral patterns of a stock, which reflect its performance in the market and how investors perceive it. It can involve factors such as volatility, stability, growth potential, and value attributes. Understanding stock persona helps you to choose some stocks suitable  for oneself and requires research and analysis. Here are some methods to understand it 1. Study the company's fundamentals: Understand the company's financial condition, profitability, competitive advantages, etc. These factors can help you assess the company'

Error of Judgment When You Invested: Every investor, no matter how savvy, can occasionally make a misstep. This error could be based on misinformation, incomplete data, or a failure to understand the full implications of a company's strategic position. For instance, imagine an investor who put money into a fledgling technology startup, based on its promising whitepapers and charismatic CEO. However, over time, it became apparent that the product was not gaining the expected market traction, and the company's financial health started deteriorating. Recognizing the error in judgment, the investor decided to sell the stocks, limiting their losses. The Company You Invested Had Management Problems: Company leadership and management are critical for its success. In some situations, an investo

The value of a company = the present value of the company + future earnings potential. Besides looking at the individual stock market, another aspect is to look at the market valuation in general, this is because no matter the company, it is very difficult to break a industry trend in the equity market; It might differ iif you are in other markets where you can have more foresightin this case we can use th Price to Earnings (P/E) ratio = Market capitalization / Net profit. The P/E ratio analyzes a company from the perspective of its earnings. The lower the P/E ratio, the shorter the payback period, and thus, the more valuable the investment. Price to Book (P/B) ratio = Market capitalization / Net assets. The P/B ratio analyzes a company from the perspective of its net assets. The lower th

Tuesday, 05/23 – The Manufacturing PMI captures business conditions in the manufacturing sector, which contributes a significant part of total GDP; thus, the manufacturing PMI is an important indicator of business conditions and the overall economic condition in the U.S. Services PMI captures business conditions in the services sector;  Why? it is a crucial indicator since the services sector is responsible for over 77% of total U.S. GDP. Stronger-than-expected PMI readings would be inflationary, while weaker-than-expected data would suggest that the economy is cooling. 🌰 Suppose the Manufacturing PMI came in at 59.0, up from the previous month's 58.0, suggesting the manufacturing sector is expanding at a faster rate. Investors could look at companies such as Boeing (BA), Caterpillar

Test your own business sense! Technical trading is important , but in the long term it will be the fundamentals that is more important, to know try this list of questions: Choose your favorite company, are you able to answer this questions?[Grin]  What is the business model of the company? What factors influence the price of the company's products? What factors affect the sales volume of the company? What is the cost structure of the company? Which are fixed costs, and which are variable costs? If you are not or only able to quote the latest news, its time beyond the tip of the iceberg Theory of macroeconomics ,consumer behaviour  Follow me at @Alice Arnault and let us learn and earn together 

W‌ith the economic storm going on it might not be prudent to just look at the US market, but also at the booming market in China, here are some interesting companies which can be worthy of a look i find them interesting not just for their performance but also a close look at their trends can allow one to find startup opportunities Follow me to find out more investment and opportunities together $Cheng De Lolo Co.,Ltd.(000848)$  ‌ Upgrade to hold:  It is expected that the company's EPS for the years 2023, 2024, and 2025 will be 0.64, 0.72, and 0.81 yuan, respectively, with year-on-year growth rates of 15%, 13%, and 12%. By using a comprehensive approach combining PE (Price-to-Earnings) and PS (Price-to-Sales) valuation methods, a target pr

According to a research report by Guotai Junan, about 40% of Tiger Brokers' customers come from mainland China, contributing to over half of the company's revenue. Futu Securities, on the other hand, had approximately 44% of its revenue from its mainland Chinese customers in the first half of last year.  However, during the conference call for Tiger Brokers' quarterly report last year, it was mentioned that only about 10% of the new trading accounts in that quarter came from mainland China. Analysts predict that both cross-border brokerages are likely to see a phased outflow of funds from mainland Chinese customers based on the regulatory direction of "orderly resolution of existing stocks." In 2022, Futu Securities and Tiger Brokers achieved revenues of 6.8 billion yuan and 1.57 bill