That's still a lot of greens... Those that are down may rally in the future
@taychikeng
2 ай бұрын
😅Actually doesn't matter - I hope they don't rally too quick, can't buy more...
@乐在毅起
3 ай бұрын
Very impressive! Even though at such a young age, still able to achieve portfolio of quite a heavy weight 👍
@shajanmathew3588
3 ай бұрын
It's a raging bull market. Everyone looks smart in a bull market.
@taychikeng
2 ай бұрын
@@shajanmathew3588 Don't disagree. I don't think I look smart - considering I have such a big Chinese exposure and safe to say, I've got more than 3 years experience staying in a drawdown.
@shdbwns111142
3 ай бұрын
what is your opinion about Kweichow Moutai? i'm currently monitoring this stock. its price has been dropped but fundamental is still attractive
@taychikeng
2 ай бұрын
Hi Five! I'm looking at it too. Taking some time to understand it deeper. Long story short - consumer goods are taking a beating, outlook don't look good - but I love stocks that are beaten. Maybe I'm a psychopath
@ocean3211
3 ай бұрын
chicken and baba are done
@martinithechobit
3 ай бұрын
The empire grows.
@whacko93
3 ай бұрын
Hi Chi Keng, new subscriber here, thank you for the content. Any chance you will be able to do a video on your chinese bank stocks (or chinese bank stocks in general) soon?
@taychikeng
2 ай бұрын
I have my reservations on sharing the individual banks. That said, I've recently just released a writeup on them on Substack. There will be a part 2 soon. I don't think I'll be making a video content on them - maybe in writing yes
@stevenyip2631
3 ай бұрын
Good job....!!
@tomc3130
3 ай бұрын
Forget about BABA, it’s a waste of time. Just do US stocks and follow the trend.
@ahboonah
3 ай бұрын
think the quote was... "you never go broke taking profits."
@taychikeng
2 ай бұрын
Yes!
@Janetai240
3 ай бұрын
How u become so rich at such a young age?
@smc30
3 ай бұрын
Simple. If you are WITH AI, you are making money. If you are SKEPTICAL on AI, you missed the bull run 😂😂😂
@taychikeng
2 ай бұрын
My China AI companies are still sleeping
@smc30
2 ай бұрын
@@taychikengonly white man stocks go up
@ynasra1065
3 ай бұрын
Whats your outlook on chinese stocks ? Im down any hope ? You live there you are the man to know tay
@taychikeng
2 ай бұрын
I still have >50% there, what do you think?
@exploringapis4495
3 ай бұрын
Maybe the effort spent on stock picking might be better used on timing. Timing the index well can lead to bigger returns then picking the right stock at the wrong time
@jk35260
3 ай бұрын
Take a look at Pepsi. It has gone down a lot, retracing at least 1 year of gain. Probably an over correction. Not an exciting stock and even if price gain back up, it is probably going to be around 8 to 12%. Experiment with short term play as well. It can only enhance your experience.
@taychikeng
2 ай бұрын
I dont mind experimenting, but maybe when I have more FU money
@shinchris2707
3 ай бұрын
fuckin alibaba
@elonmusknewsnetwork
3 ай бұрын
youre way too diversified
@elonmusknewsnetwork
3 ай бұрын
@@nolansrecovery1975 it just seems all over the place to me. Chinese banking stock, bunch of tech, a reit, couple index funds and I think he said mastercard or visa in the video but I don't see it on the list. Not sure what his overall thesis for the market is or how those other stocks are serving as hedges.
@taychikeng
2 ай бұрын
@@nolansrecovery1975 Agreed, I don't think I'm diversified at all. SPY and VOO is for commission considerations - I will switch them out to VWRA soon.
@adamasimolowo8285
3 ай бұрын
I'd buy more ETFs and less individual stocks if I were you.
@juliosclima
3 ай бұрын
Elaborate "Chinese Banks" a little better, please.
@taychikeng
2 ай бұрын
I've just sent out a piece via substack. Part 2 is coming, because I've just exited them.
@littlethingsmatter2729
3 ай бұрын
U could have had at least 50% portfolio on meta.. too bad you are this diversified with such small capital. Not wise at all, especially when you haven’t notice it now.
@zhuoyan
3 ай бұрын
Hindsight 20/20
@stephanieteo91
3 ай бұрын
What if he had put 50% in and META crashed further? It’s always easy to say something after the fact. Why don’t you give us a ticker that is guaranteed to make 100% in a year? If you are right, I split the winnings with you. If you are wrong, you pay half of my losses. Happy to enter into a contract with you.
@taychikeng
2 ай бұрын
@@stephanieteo91 I want in on that deal too!
@littlethingsmatter2729
3 ай бұрын
2 super good companies are enough for a capital of a measly 100k 🤦🏼♂️
@PaulS-yl6hk
Ай бұрын
idk noth'n although I have an opinion. Even though China stocks are at lows its hard to invest in them unless look'n at long term. Not good with todays Trade War and the West divesting out of China. Somethings not right, the negative youtube videos of, job losses, floods, corruption, banks, real estate, ev's, Xi's/CCP problems, etc. Too many negatives to overcome quickly, it'll take some time like years and may never come back to what China once was prior to 2016, Trump and Covid. China/Asia is a HUGE market but....
@asisatan3731
3 ай бұрын
please share all excel thanks
@taychikeng
2 ай бұрын
Which excel? The one that shows the portfolio? It's just hardcoded and I just recorded individual trades myself
Пікірлер: 42