Bridgewater predicts 'restrictive policy' and 'grinding pressure on growth' will make equities less competitive than bonds. Increases in AI-driven productivity may counter inflation, sustain higher real interest rates and justify discounted earnings growth.
$シー(SE.US)$ Sea Limited recorded wider losses amid a myriad of market challenges. Its stock has slumped as Tencent Holdings$テンセント(TCEHY.US)$sold, while big guns like Temasek Holdings$テマセク保有銘柄(LIST2536.US)$to Bridgewater Associates$ブリッジウォーター保有銘柄(LIST2122.US)$jumped in. The Tencent-backed consumer technology group said net loss more than doubled to US$931.2 million in the second quarter, missing co...
Here are a few highlights I wanted to drop here. I also wanted to check in, and wish you all safe and fruitful interactions moving forward in life. I'm excited to return full time soon! I've also noticed new implementations from The creators here on Moo Moo. Shout out for putting that COMMUNITY TAB FRONT AND CENTER, ON THE APP. SAYS ALOT TO ME. I dig it so far. Anyway, no further delays. ...
Welcome back Mooers In today discussion, we will discuss about whether if the portfolio of top investors can continue to beat the stock market in times like high inflation, Ukraine crisis and global supply chain disruption. Last year December 2021, in one of my post to an event organized by$フートゥー・ホールディングス(FUTU.US)$MooMoo, I wrote about how retail investors, such as Mooers, can clone the portfolio of SI (Star Institution), also known as AMC (Asset Man...
The newly updated Star Institutions feature on moomoo allows us to rely on a myriad of tools available to help us make better informed decisions. Here, Form 13F is an important tool where we could use as information before making an investment decision. What is most impressive with Star Institutions is that we could now access the position data of almost 6000 AMCs as a guide for our own investing strategies. This information gives us a look at the holdings of various AMCs. With that in mind, we would be able to use the information to draw conclusions how the different AMCs approach the market. Not only are the AMCs savvy investors, their fund size alone renders them the power to move the market. As such, buying and selling similar stocks might make sense as an investing strategy. When we are researching any AMC that has a significant track record of consistently delivering market-beating returns, we could study how the AMC has invested and what assumptions that it is making about the market. Therefore, by following suit, we may have a chance to achieve similar results, but on a much smaller scale. Nevertheless, we should not assume that just because an AMC has invested in a stock, it is always a sure winner. Moreover, the AMC has already executed its trades by the time it filed Form 13F, which implies that the stock may not be a good investment by the time the document was filed as it was when the trade was made. Despite these caveats, the information found on Star Institutions allow us to see what stocks different funds have added to their portfolios and what they have unloaded. Either way, this could be a useful way to at least begin thinking about investing ideas. Best of all, the information gives a detailed portfolio snapshot of different AMCs, all regularly and for free on Star Institutions. Notwithstanding its limitations, using such information allows us to find out what stocks the smart money is buying or selling and this could be a helpful way to get some great investing ideas. $ウォーレン・バフェット保有銘柄(LIST2999.US)$ $ソロス保有銘柄(LIST2120.US)$ $タイガー・グローバル保有銘柄(LIST2121.US)$ $ブリッジウォーター保有銘柄(LIST2122.US)$ $バンガードグループ保有銘柄(LIST2599.US)$ $マイクロソフト(MSFT.US)$ $アップル(AAPL.US)$ $アマゾン ドット コム(AMZN.US)$ $アルファベット A(GOOGL.US)$ $ジョンソン エンド ジョンソン(JNJ.US)$ $JPモルガン チェース(JPM.US)$ $Meta Platforms(FB.US)$ $アルファベット C(GOOG.US)$ $ウォルト ディズニー(DIS.US)$ $ビザ A(V.US)$
HuatEver :
Thanks for your sharing of how the contents included in the Star Institutions can guide me in my investments’ journey. Also a Big thanks to Futu for your constant support.
Sea Limited recorded wider losses amid a myriad of market challenges. Its stock has slumped as Tencent Holdings $テンセント(TCEHY.US)$ sold, while big guns like Temasek Holdings $テマセク保有銘柄(LIST2536.US)$ to Bridgewater Associates $ブリッジウォーター保有銘柄(LIST2122.US)$ jumped in.
The Tencent-backed consumer technology group said net loss more than doubled to US$931.2 million in the second quarter, missing co...
Bridgewater $ブリッジウォーター保有銘柄(LIST2122.US)$ , the world's largest hedge fund, recently disclosed that Alibaba $アリババ・グループ・ホールディング(BABA.US)$ , JD.com $JD.COM(京東商城)(JD.US)$ , NetEase $ネットイーズ(NTES.US)$ and BiliBili $ビリビリ(BILI.US)$ closed their positions last quarter. Bridgewater reduced i...
$JPモルガン チェース(JPM.US)$ $ブリッジウォーター保有銘柄(LIST2122.US)$ $アリババ・グループ・ホールディング(BABA.US)$ $阿里巴巴集団(09988.HK)$ $WUXI BIOLGCS ADR(WXXWY.US)$ $薬明生物(02269.HK)$ $バイドゥ(BIDU.US)$ $BIDU-SW(09888.HK)$ $JD.COM(京東商城)(JD.US)$ $京東(09618.HK)$ $PDDホールディングス(PDD.US)$ $ピンドゥオデュオのコンセプト(LIST0724.SH)$
$グリーンウッズ保有銘柄(LIST2119.US)$ $ブリッジウォーター保有銘柄(LIST2122.US)$ $ブラックロック保有銘柄(LIST2597.US)$ $ベイリー・ギフォード保有銘柄(LIST2557.US)$
I'm excited to return full time soon! I've also noticed new implementations from The creators here on Moo Moo. Shout out for putting that COMMUNITY TAB FRONT AND CENTER, ON THE APP. SAYS ALOT TO ME. I dig it so far. Anyway, no further delays. ...
In today discussion, we will discuss about whether if the portfolio of top investors can continue to beat the stock market in times like high inflation, Ukraine crisis and global supply chain disruption.
Last year December 2021, in one of my post to an event organized by $フートゥー・ホールディングス(FUTU.US)$ MooMoo, I wrote about how retail investors, such as Mooers, can clone the portfolio of SI (Star Institution), also known as AMC (Asset Man...
$ウォーレン・バフェット保有銘柄(LIST2999.US)$
$ソロス保有銘柄(LIST2120.US)$
$タイガー・グローバル保有銘柄(LIST2121.US)$
$ブリッジウォーター保有銘柄(LIST2122.US)$
$バンガードグループ保有銘柄(LIST2599.US)$
$マイクロソフト(MSFT.US)$
$アップル(AAPL.US)$
$アマゾン ドット コム(AMZN.US)$
$アルファベット A(GOOGL.US)$
$ジョンソン エンド ジョンソン(JNJ.US)$
$JPモルガン チェース(JPM.US)$
$Meta Platforms(FB.US)$
$アルファベット C(GOOG.US)$
$ウォルト ディズニー(DIS.US)$
$ビザ A(V.US)$
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