๐Ÿ™„ Personal investment stance situation

Recently, the market has been recovering again after an adjustment. From the investorsโ€™ point of view, some may be confused whether the buying opportunity has come or whether they should wait longer.

I sometimes raise market signals by adding technical analysis, but I know that many people will have a hard time. First of all, my investment stance so far is like this. As I said at the beginning of the year, I will share my investment opinion that makes money together, so Iโ€™m currently focusing on companies that have posted all their investments on my articles and social media.

First of all, the crypto bull market bought Coinbase, which was rated as the largest beneficiary right after Bitcoinโ€™s trend-changing signal (https://t.me/itechkorea/3756) came out on October 2 last year, and then profit-taking in turn from the high points in March and April this year when the horizon completely collapsed on the 5th after the first over-buying signal came out.

Expectations for Bitcoinโ€™s half-life are still high, but expectations have been reflected to some extent and the Fedโ€™s stance is now likely to change, so weโ€™re on the lookout for now. Bitcoin, as Iโ€™ve mentioned a few times, is also looking a little conservative in the short run, having already turned the trend downward.

In the case of the stock market, at the time of cutting the horizon on April 4 (https://t.me/itechkorea/4032) ), when the momentum was assessed to have been significantly damaged, they bought short of UVXY and SOXS to hedge, and Bitcoin short also bought around the same time to defend Popol.

I also gave you a clue with some signals, such as the credit marketโ€™s high-yield spread (https://t.me/itechkorea/4044) ). However, all of the short bets were taken out on Friday, April 19th, with the VIX showing divergence and the bottom signal. I couldnโ€™t post this part because I was on vacation โ€“;;

And the biggest buy from the bottom is Altria (MO) in retirement accounts. I introduced it to you (https://themiilk.com/articles/a2cda8440) because itโ€™s a very attractive company with a 10% dividend rate, and I also bought it right after writing a report. Last week, I already bought additional prospects I introduced you through #TheMilkAlpha (https://themiilk.com/collections/194) such as CFLT and MMYT.

First of all, the situation is a bit fluid. Itโ€™s still a point where there could be a prolonged shock of high interest rates and I think things could somehow change depending on the Fedโ€™s stance and employment report this week and depending on performance.

I donโ€™t know if this will help you. I hope you all make a successful investment.

tslaaftermarket

Share
Published by
tslaaftermarket

Recent Posts

Let’s go back to the Korean deaths

[Cambodia Story 2] Let's go back to the Korean deaths The media first reported the…

2์‹œ๊ฐ„ ago

In the days of young people from provincial

In the days of young people from provincial areas flocking to Seoul in the 1980s,…

3์‹œ๊ฐ„ ago

What’s scarier than Trump’s tariffs

๐Ÿšจ What's scarier than Trump's tariffsโ€ฆ is what's happening in emerging markets right now Recently,…

6์‹œ๊ฐ„ ago

Broadcom cooperates with OpenAI to develop customized chips

> 1) USD-KRW 1430 Less Than KRW 1430 Amid Oral Intervention by Foreign Exchange AuthoritiesLast…

6์‹œ๊ฐ„ ago

Theme stocks jump on JPMorgan’s strength

10/14 Theme stocks jump on JPMorgan's strength amid gains on U.S. stock, Trump, Bessent comments…

6์‹œ๊ฐ„ ago

Coin, phishing, and windbreak

[Coin, phishing, and windbreak] These three words seem to be enough to talk about the…

12์‹œ๊ฐ„ ago