koolgal
07-10 08:27
🌟🌟🌟I choose a combination of Choice B and Choice D.  In fact, I believe that this is one of the most successful strategies in the world.  I call it the Core and Satellite investment model.

By blending both choices, I create a portfolio that gives me the best of both worlds: the unshakeable safety of broad based index funds wrapped around a few high performing individual stocks.

Choice D: This is the core of my portfolio which I will invest in $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks the best 500 stocks in the US and $SS SPDR STI ETF(ES3.SI)$ which covers exposure to Singapore's best 30 blue chip companies.

Choice B: My Satellite Portfolio.  I will put about 20% to take a tactical bet on companies that are riding massive macro trends.

These include $DBS(D05.SI)$ as it is the top bank in Singapore & the South East Asia region, $NVIDIA(NVDA)$ the best all rounder AI stock.

With B & D, I have the best of both worlds.

@Tiger_comments @TigerStars @Tiger_SG

Modified in.07-10 08:45
Markets Rotate: Defend or Buy the Tech Dip?
The Nasdaq 100 fell 1.73% while the Dow surged nearly 590 points to a record high, after June nonfarm payrolls added only 57,000 jobs — a sharp miss that triggered a mass rotation out of AI capex beneficiaries and into Dow value stocks. Semiconductors, optical networking names, and Meta were all sold off, with defensive assets and rate-cut beneficiaries emerging as new destinations. Following yesterday's hardware-to-software shift, today's rotation escalated into a full AI capex-to-value pivot — will you follow this move?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • skippix
    07-10 17:53
    skippix
    I bumped my satellite to 20% too, AI did the heavy lifting lol
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