Actually I'm more impressed with you having more than $100k invested as a fresh grad. Have patience and you will soon be a millionaire

The longer BABA stays flat, the bigger the jump. 🚀

@Pal-us9uv

3 ай бұрын

Let us hope you are correct mr.

I admire your patience re Baba; especially as you are young! Good luck to you.

8:27 what is this group you mention?

What about BYD? Your toughts?

Difference between Buffett buying Japanese conglomerates and u buying Chinese companies is that the latter is always one govt decision away from implosion. Henceforth there will always be a value gap between Chinese and US stocks regardless of how well they are performing operationally

@taychikeng

2 ай бұрын

Interesting, was there a value gap between China and US pre-2020, when all the Chinese tech was flying at above 30 PE easily?

I am long BABA as well... it will eventually pay out.. dont worry.

Solid!

The new investment strategy makes sense to me. Except the "enhanced" DCA approach which sounds sussy. It sounds too much like the typical doubling down reflexes by rookie investors. For risk management, there should either be a cap on the DCA amount, or a decaying increments like... 100, 150, 175, 187.5... etc as price drops. But then its dca to passive global index, so idk. Maybe it's just me with the doubling-down PTSD.

@taychikeng

2 ай бұрын

I think it's just to create a system with fixed rules. Because if not, when the crash comes - everyone don't dare to take action at all

Hi CK, you mentioned dividend tax for HKEX, is this similar to WHT 30% for the US? Couldnt find info on this. I thought HKEX operates at no WHT

@ChairmanMeow086

3 ай бұрын

Its 10% tax on dividends

@taychikeng

2 ай бұрын

Yes, 10%

Baba is a sleeping giant. Eventually it will wake and grow exponentially 🎉🎉🎉.

Why I cant add the symbol VWRA to my watchlist in TD

@taychikeng

2 ай бұрын

VWRA is domiciled in Ireland, I'm not too sure about TD, but I can on IB

do you do any sp or sc to reduce the cost of baba?

@taychikeng

2 ай бұрын

sp or sc?

Amazing how similar our portfolios are!

@taychikeng

2 ай бұрын

The top few positions?

@BorisGligorijevic

2 ай бұрын

@@taychikeng Tencent (18%), Baba (17.5%), Meta (11%), Google (10%), Amazon (4.5%) etc. 22 positions total

Care to comment on Tiger Traders versus Damn Bloody Slow (Vickers)? And how would you characterise how you decide what to invest in, e.g... - your brokerage permits it or not (obviously 100%) - home bias: Singapore or Malaysia equities - ethnic bias - Chinese nations not Argentina or Canada - profit potential - risk of political/economic turmoil - other

@taychikeng

2 ай бұрын

What do you want me to comment between Tiget and Vickers? I use Tiger, I don't have Vickers - Tiger is good, I'm still with them How I decide to invest is mainly on the business and access. I don't have home country bias, but I just deploy wherever I see value. On profit potential, I try to focus on the downside, rather than saying this stock can 10x or 20x. But I do like to buy them when I think can compound (hopefully). Political risk around China became a thing only in 2020. Pre 2020, everyone just focused on making money, it's the story they want to sell to you. Economic turmoil, at least throughout history, has shown to be quite decent times to buy stocks, unless the entire stock market shuts down.

unless U got in early before 2019, most USA stock are expensive

How did you get $119 k in the first place?

@taychikeng

2 ай бұрын

I've mentioned in one of my video about my story

The question is why over 50% portfolio you allocate to under performing Chinese market :) it should be max 10% of your portfolio

@willywin7591

3 ай бұрын

you cant know if sp500 will perform like in the past in the future, i think is smart invest im china at half per ratio

The way you use "not barring" seems to be opposite of how you actually intended.

@taychikeng

2 ай бұрын

Oops, I think I mis-spoke

Imagine how much money you would have if you simply bought bitcoin instead of these value traps? champ.

@taychikeng

2 ай бұрын

Think about if everyone just leveraged in Bitcoin since 2011, we'll all be trillionaires bro

@i6power30

2 ай бұрын

@@taychikeng In 2011, the asset class was still mirky. But by 2017, if you still haven't caught up, then you are just in denial or not paying attention.

@singlim2327

Ай бұрын

Wah @i6power30 u so good, share ur portfolio lah. Else just learn from those who do