Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Thoughts?
This is a pie where I regularly add some extra Czech crowns.
Allocation:
Defense 5%
FTSE Developed Europe 10%
MSCI Emerging Markets 10%
Semiconductors 10%
S&P 500 65%
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Elon Musk's company SpaceX is supposed to have an IPO this year. At its targeted valuation it would be one of the largest companies in the world. Its market cap would be larger than the seven global companies shown in the picture.
To me, this is one of the drawbacks of investing in ETFs: we're "forced" to buy overpriced companies, like SpaceX.
Personally, I'm also bothered by...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
So many of you wrote under my posts about $MSTR asking why I don’t buy Bitcoin instead.
Let’s look at it in practice, using today as an example.
Bitcoin gained +11% today, which is respectable, while $MSTR managed +26% over the same period. Let’s see why.
Why $MSTR posts larger percentage moves than $BTCUSD:
Financial leverage: The company buys BTC with...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Bitcoin is already very volatile, and multiplying that volatility by betting on something that, if it collapses, won’t leave so much as ashes — I can understand that from people who are well off, who can tell themselves in advance that if they lose it, their life won’t change. But for the average investor, at most 5% of the portfolio, and I’d have to look myself in the mirror and admit that I know I’m a gambler 😉.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share...
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Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Where do you see opportunities in this uncertain moment, or where are you waiting for one to emerge?
Hello investors,
With the onset of a minor bear market, the market is now tense with fear. I'm curious where you see potential buying opportunities right now, or where you're waiting for an asset's price to drop to your intrinsic value.
Personally, I'd like to see a drop in $NU, so...
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I already have a fairly large position in NU, but I'd like to buy more Sofi and significantly increase that position, though only around $24.
Tento uživatel má díky předplatnému přístup k exkluzivnímu obsahu, nástrojům a funkcím.
Amazon $AMZN
I currently see an interesting opportunity in Amazon (AMZN), particularly in cloud services and artificial intelligence, because the stock has fallen to a more attractive level. Amazon Web Services (AWS) continues to dominate the cloud computing market, and its investments in AI technologies, including generative AI for business applications, indicate potential for...
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I agree, the company looks well positioned and is moving at its own pace. Are you buying now?
Doesn't VWCE have an almost identical composition?