It’s time for the month end update from a stock picker.
My highest percentage losing tickers are
1. Bidu -65%
2. Baba -50%
3. IBIT -18%
4. ZS -30%
5. netflix -22%
6. rddt -18%
7. orcl -16%
My high level observations are 😄
1. Bull market continues
2. US stocks have shallower dips and can recover from dippest dip if the sector is right( zs was once 65% off)
3. China is at a painful inflection point and ADR stocks don’t do well in uncertain times.
4. Bitcoin is here to stay, and probably will have higher and higher low point every year.
My turnover rate is approx 10% (closed transaction $amount / total account $ value)
My current value buy: vmc crh len
My recent value sold: BSX
What’s your favorite losing tickers that you hold and hope it would come back?