My 2023 🐄🐄 P/L review!🤑
1. What is your fund investment strategy for 2023? Which funds did you invest in?
My investment strategy mainly consist of $Fullerton SGD Cash Fund(SG9999005961.MF$ & $CSOP USD Money Market Fund(SGXZ96797238.MF$ where I park my idle cash while participating in the many promotions that moomoo organized such as guaranteed 5.8% returns & financial advancement competition where everyone can earn something extra on top of the basic returns!![]()
My investment strategy mainly consist of $Fullerton SGD Cash Fund(SG9999005961.MF$ & $CSOP USD Money Market Fund(SGXZ96797238.MF$ where I park my idle cash while participating in the many promotions that moomoo organized such as guaranteed 5.8% returns & financial advancement competition where everyone can earn something extra on top of the basic returns!
Thank you moomoo for always making it fun and surprising mooers with exciting promotions! Keep it coming!![]()
2. How did your fund investments perform? Were there any surprises or disappointments?
They performed within expectations there were some fluctuations but overall I am satisfied with the outcome![]()
3. What is your outlook on fund investment for 2024? Will you be making any changes to your portfolio?
Well with the interest rate on pause and potentially signalling a drop in late 2024, I am looking into technology & bond funds to adjust my portfolio![]()
4. Which funds do you have high expectations for in the upcoming year and why?
They performed within expectations there were some fluctuations but overall I am satisfied with the outcome
3. What is your outlook on fund investment for 2024? Will you be making any changes to your portfolio?
Well with the interest rate on pause and potentially signalling a drop in late 2024, I am looking into technology & bond funds to adjust my portfolio
4. Which funds do you have high expectations for in the upcoming year and why?
I am looking into $Fidelity Funds-Global Technology Fund(LU1823568750.MF$ & $LionGlobal Short Duration Bond Fund QDis(SG9999002646.MF$ as mentioned above I believe technology is ever expanding with a lot of growth potentials and as for bonds they have an inverse relationship with interest rate![]()
Bonus comic credits to investingfuntimes:
Disclaimer: All the above are my own personal experience and are NOT financial advises, plz DYOR/DD! Goodbye!![]()
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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〘Milking the cashcow™🐄🐄〙
【A cautious & sometimes blur sotong trying to learn & earn 💰 at the same time】
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amicable Puppy_6570 : What is ur age?
mr_cashcowOP amicable Puppy_6570: Hi, age is just another arbitrary number! It doesn't matter what age u are, all it matters is to start somewhere
amicable Puppy_6570 : Yeah but ur holding cash fund less risk and less return . What is the percentage these funds contribute to ur portfolio .
amicable Puppy_6570 : Ur paperfolio looks so good
mr_cashcowOP amicable Puppy_6570: Yes I'm more risk adverse than most although I do have some risky holdings but they are not available here at moomoo
amicable Puppy_6570 mr_cashcowOP: That’s nice
mr_cashcowOP amicable Puppy_6570: Thank you!
I'm actually using paperfolio to test my own hypothesis and accumulate experiences! Always good to test water first before jumping in
amicable Puppy_6570 : But that will not work, may be paperfolio is good for learning . The shock but or call based on market situation at the time .
mr_cashcowOP amicable Puppy_6570: Yes of course IRL there are a lot more factors in play
I am definitely not an expert or a guru in finance and therefore I'm more cautious about buying into any financial products meaning I take my own time to do research and do my own due diligence before making any decisions