"Definitely" nothing, sideline first. Wait for the backlash. The question is how intense the trade war will be or whether attempts will be made to find joint solutions. Ultimately, I think that there will be companies that will be exempted from the tariffs or receive relief. One of the first is likely to be $AAPL due to the planned investments on American soil.
Well, things aren't going so well on the markets at the moment. I wavered a little as to whether I should wait and see or perhaps use the correction in "tech" to buy more ($NVDA (-7,25%) , $QCOM (-7,67%)).
Since I couldn't make up my mind, it was once again the $CSPX (-5,42%) ...
I'm a 20years old portuguese student still learning along the jorney.
I’m in the process of rebalancing my portfolio—cutting it down from nearly 100 positions to 24 and shifting toward a more ETF-focused strategy. I’m considering making a lump sum investment on the next dip, mainly into $CSPX (-5,42%) , $GOOGL (-2,74%) , $VHYL (-4,8%) , and $AMZN (-3,47%) . What’s your take? I might also open a position in $UBER (-6,53%) .
My portfolio is currently very US and tech-heavy, as you can easily see from my positions.
I mainly invest in large US tech stocks and the $CSPX (-5,42%) but I would like to increase my diversification somewhat.
I have therefore decided to reduce my savings plan by €100 per month (I will continue to save in the existing stocks) and invest this €100 specifically in 2-3 Chinese stocks.
My aim is to reduce my US share somewhat. I personally don't see Europe as an attractive alternative, so I won't be investing in it. What do you think of this strategy? Do you think Baidu and XPeng are good additions or would you prefer other stocks?
You have a portfolio full of tech and crypto. It's all pretty highly correlated and hardly diversified. Adding more tech doesn't really improve the risk profile, even if it is China.
