How Much Pullback Are You Willing to Tolerate?

Do you agree with the statement: The higher the tolerance for pullback, the more likely to achieve higher returns? Which one do you pick? Enduring a single 50% pullback yields a 100% return; enduring ten 10% pullbacks results in a final gain of 159%.

avatarTigerong
2024-08-04
I think Cutting rates would lower short-term interest rates and could potentially un-invert the yield curve. While some have argued that the inverted yield curve might not be a reliable recession predictor this time, I believe it's too early to conclude. Historically, recessions have often followed the un-inversion of the yield curve, which could happen if three rate cuts totaling a 0.75% reduction in short-term rates boost the yield curve back into positive territory. This could then lead to an official recession declaration. If that happens, it typically signals that the stock market has bottomed and is poised for a subsequent rally.Not only in September, but the futures market is also predicting more than a 50% chance for rate cuts in November and December. After the recent FOMC meeting
avatarDynamicTrade
2024-07-04

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avatarTigerong
2024-03-22

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avatarTigerong
2024-03-17
Office workers have increasingly recognized the importance of video conferencing software, a lesson reinforced by the Covid pandemic. Globally, platforms like Cisco's WebEx, Microsoft Teams, and Zoom have dominated the market. In China, however, Alibaba (NYSE:BABA/SEHK:9988) with DingTalk, and Tencent (SEHK:700) with Tencent Meeting—and its international version, VooV—have established their own robust platforms and are protected from foreign competition. However, some providers of these alternatives, like Huawei’s HarmonyOS and the state-led Unity OS, are not publicly listed, limiting investment opportunities. Nevertheless, there are other companies investors can consider as a starting point for potential investments. For example, Kingsoft (SEHK:3888) offers an alternative to Microsoft's O
avatarTigerong
2024-01-27
The fund was incepted not too long ago in 2020. From the Asia Genesis website, we can derive the following information: The fund’s goal is to seek capital preservation and positive annual compounding. That message is meant to appeal to many of us because this is the goal we all seek: Don’t lose money Don’t lose out to inflation. #1 and #2 are hard to achieve together because most strategies that do very well in each will do badly in the opposite. here most strategic buy-and-hold portfolios have been negative. Since inception, the fund’s 31% cumulative net returns is half of the 62% return of IWDA (which tracks the MSCI World), but similar to the performance of EIMI, the MSCI Emerging Markets IMI ETF. The fund is keeping up with the index that they measure against as well. Unlike many (incl