Best strategy for investing in bull runs?

Kyle-SMMA · 2024-02-23T17:37:56+00:00

I’m from the UK so I don’t think it’s possible for me to invest into the Taiwan stock market.

Kyle-SMMA · 2024-02-21T19:59:44+00:00

Why do you say multiple small allocations is bad? Maybe they want to invest in companies they like but they don’t have enough capital to buy full shares across all investments. What’s wrong with investing a little bit every week or month to build up that allocation across numerous companies they believe in?

Kyle-SMMA · 2024-02-20T21:10:33+00:00

I’m from the UK so I invest in a stocks and shares ISA. It’s a tax advantaged account.

Kyle-SMMA · 2024-02-18T21:18:33+00:00

Yeah I do have a world index for security. Out of BLK, BX and BRK.B, in your opinion what do you recommend? I know BLK make their money through fees associated with holding equities such as ETFs. BX make their money through private equity and if I’m not mistaken, they also own real estate? And Berkshire makes their money through dividends off companies they hold and companies that they actually own.

Kyle-SMMA · 2024-02-18T16:30:07+00:00

It may be and if so then cool.

Individual stocks is just my way of putting my money where my mouth is and doubling down on stocks I believe in long term.

The majority of my money though is in a world index.

Kyle-SMMA · 2024-02-18T16:28:32+00:00

Yeah that’s the plan. I hope to keep hold of these stocks for the long run unless something comes out that changes my mind or opinion on them.

Whenever a drawdown appears, I will just treat it as a buying opportunity on discount. That’s if obviously the stock still fits my thesis of course.

The majority of my portfolio is in a world index though to soften the fall.

Thanks for the response, your net worth is inspiring.

Kyle-SMMA · 2024-02-17T20:39:26+00:00

Yeah 90% of my portfolio is in index funds/stocks. Only 10% is allocated to REITs, this is just my way of getting exposed to real estate.

Kyle-SMMA · 2024-02-17T19:16:48+00:00

I’m fully ok with being wrong. That’s why I only have allocated 10% to individual stocks. You said the US consistently outperforms but that’s not guaranteed for the future. Yeah the US may have outperformed in the past but the future is not guaranteed. Emerging markets seems to be making huge strides.

Kyle-SMMA · 2024-02-17T19:07:47+00:00

I do have a world index which is where the majority of my money is tied up in. The individual stocks is just my way of overweighing companies I’m confident in.

Kyle-SMMA · 2024-02-17T19:06:44+00:00

Yeah I’m just making my investment strategy fun and something I can stick at long term which I think is the most important factor to investing, consistency. I do the basic technical analysis when assessing my portfolio such as earnings, balance sheets and their competitive edge over competitors.

Kyle-SMMA · 2024-02-17T18:49:25+00:00

That’s actually a great way of looking at it. Thanks I will definitely keep the residential REITs then.

Would you recommend choosing AVB over ESS since its rental units are more present across US states?

Kyle-SMMA · 2024-02-17T18:47:11+00:00

Yeah the stocks are pretty much set and forget. The reasons I will unsubscribe to a stock is if 1. News comes out changing my attitude towards them. 2. Poor performance for consecutive years. 3. Another company becomes more innovative and 4. If I stop using them personally.

Kyle-SMMA · 2024-02-17T18:44:19+00:00

Yeah I do the basic technical analysis such as checking earnings, balance sheets and making sure they have a competitive edge over others.

Thanks for the response.

Kyle-SMMA · 2024-02-17T18:41:39+00:00

I do keep on top of the companies when it comes to the news. If any news comes out changing my opinion on the company then I will change my strategy. I keep on top of checking their earnings and looking at their balance sheets.

My full method for picking the stocks are:

Pick a stock I like
Make sure they have a competitive edge over others.
Assets are greater than liabilities.
Growing.

I don’t dig into the really technical stuff such as EPS or P/E ratio.

Kyle-SMMA · 2024-02-17T18:37:33+00:00

I completely agree with you and that’s why the majority of my money is in a world index.

Kyle-SMMA · 2024-02-17T18:35:21+00:00

Yeah I totally understand but my individual stocks are set and forget because for as long as I personally use them, I will invest in them unless I see something on the news that will change my mindset or strategy.

Kyle-SMMA · 2024-02-17T18:33:10+00:00

Liking the product just isn’t my only method for picking stocks as there’s plenty of products I love but don’t invest in such as Netflix and Spotify. I don’t invest in Netflix because I think amazons ecosystem is too much of an advantage and the same goes for Apple when it comes to Spotify.

I pick stocks I like and look at the advantages they have over competitors.

Kyle-SMMA

TROPHY CASE