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2024 Review: Q1-Q3

I always remind myself to review my trades and strategies each quarter.
It helps me to be disciplined, to check my positions and make adjustments timely.
2024 Review: Q1-Q3
Securities Position: Looking good with gradual profits
2024 Review: Q1-Q3
Asset Distribution:
For me my Golden Ratio (Stocks/Funds) was previously 20/80. Seems like I’ve moved towards 50/50 with my bullishness on $NVIDIA (NVDA.US)$ .
2024 Review: Q1-Q3
Currency Exposure:
40/60 is sufficient for my golden ratio for trading in US market.
2024 Review: Q1-Q3
YTD Return:
56% So far so good. Would be higher if I did jump into the China 🇨🇳 boom, However, I choose to stay away due to personal preference. Which you would have also seen on how I recently Paper Traded on MooMoo Money Master Special.
2024 Review: Q1-Q3
Overall Monthly breakdown:
Greens mostly shows a healthy strategy on stocks and options thus far. Averaging 5% a month. Hedges and positions on $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ & $Alphabet-C (GOOG.US)$ are well placed.
2024 Review: Q1-Q3
Disclaimer: Investment involves risks and the potential to lose principal. It is not suitable for everyone, and users will have to make their own individual investments decisions.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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Investing casually and learning as I go. My journey to double my 💰at the min. While sharing journey w kindred souls.
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