I just constructed a portfolio for a client who is rich but wants to get richer asap. :D This is how I allocated the money: PYPL: 30% ENPH: 20% SNOW: 10% Lyft: 10 % UI: 10 % LAZR: 10%
how do you think about the allocation, which one them shall I buy more ?
Not a financial advice
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FAQ: my personal biggest position is NASDAQ:TSLA followed by META & BABA.
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The timing was legendary
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just bought 18k shares of Luminar @2.87. If im lucky it can hit $10 one day.
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also added another 2k shares of PYPL. it can hit $140 one day.
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also bought around 12k shares of BABA at the market open. it can hit $130 one day.
as well as added anither 2k shares of TSLA.
if im right tsla can hit $345 by year end.
wishful thinking but who says it is not possible . no body knows
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added another 3k shares of PYPL last night when it was deep in red.
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"CountLikeWallStreet" decided to rebrand as "SabahEquityResearch," it marks a significant milestone in my journey of parabolic capital growth, where a once-anonymous online presence has evolved into a hedge fund based in Dubai synonymous with unparalleled insightful financial analysis.
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im deep into green. which of the above picks you are holding ?
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I trimmed a bit of NYSE:SNOW and bought more PYPL.
here is what I think might come next
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it appears that NASDAQ:LAZR might not go any where till the start of new year.
I feel like its a victim of tax loss harvesting for now.
what do you think ?
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everything to the moon
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I trimmed LYFT a bit and added more to LAZR.
why ? My client is an EV fan.
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Just reviewed our portfolio. We're now up almost 40% from where we were 40 days ago. We've still got 60% to go, but we're on track to reach our goals by the end of August 2024.
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the portfolio is hedged via QQQs and SPY put options.
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toke profit on my puts and bought more PYPL.
I believe the down is over or about to be over soon
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downside*
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I new video out on TSLA stock . watch it and tell me about your thoughts.
What else do u want me to look at applying EW 2.0 model .
The Baba trade is a different story though. Chinese markets are literally mud to retail right now. I have a feeling hedgefunds are about to or beginning to make serious investments in big name Chinese companies. The value is simply there. Hedgefunds like to follow Graham’s principles. When they spot value, they feast.
kevinbartley81
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There is one on your list that I have a huge position in. I’m not saying though. I would prefer it stay unknown to Wall Street right now. I have a fear that when retail starts jumping on the bandwagon, that’s when hedgefunds do the exact opposite. Lol
jkish19871
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Replace PayPal with Block.
Kapil-Mittal
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Your strategy is ambitious and has the potential for high returns, but it’s important to be mindful of the risks involved and manage them effectively. Diversifying a bit more and keeping a close eye on market trends would be key in navigating this high-growth journey.
SabahEquityResearch
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@Kapil-Mittal, The client wasnt interested in amzn ,google type of investment. he wanted some trades to hold for 6-12 months potentialy doubling his investment as quickly as possible. lets see how will they play out in 6 month.