Cory Diary : US Market Strategy Re-Visited

In my earlier article, I written about interests in Big Tech or Large companies that has strong moat and leaders of their field. Primary reason is their earning powers. As I am quite new in this field and S&P500 is at high my thought is to use peanut butter strategy across a group of stocks. This is done in Year 2024.

With Bull Market into two years, will we see a third year Bull ? That's a million dollar question. Even if there is, we may not see it in Big Tech but could be other segment of the market. However, USD has been strengthening for some time since Donald Trump get elected. This currency is precious in the sense if we exchange them for it is not cheap. And if market take a negative turn is double whammy.

One thing we know is that cutting rate expectation has been reduced. From 4 to 2 cuts in Year 2025. Will this happen probably depend on the market situation as the year progress. However, TLT already reflected investor sentiments as below chart.

This will give a nice yield while we may have wait for some periods for rate to lower over time. The added risk imo is USD Forex. As I know there's no withholding tax for this but I am still researching and the best way to find out is to invest myself. Sizing is important as I am still learning. And this investment will help to boost some dividend as well. Nice adventure !

However, I have no funding and with strong USD, is quite costly to tap on my local fund. Hence, i need to re-balance existing US Equities in the portfolio which may have lesser potential. And this is what I did below.

With this move, I have some USD cash left for more re-investment. So why Meta and Msft. Not sure is worth to know from me. The important thing is I did the re-balance. Did you notice I also bought some VTWO. This is something Tom Lee has been shouting for since last year that small cap stocks may have good opportunity especially Big Tech is richly valued. VTWO is another ETF for small caps so that I do not have to know to pick. This is the second time i bought it.

With this moves my current portfolio as follow.

Cory Diary

2025-0118

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Disclaimer: The articles presented in this blog reflect personal opinions and are intended for informational and sharing purposes only. Not responsible of errors. Readers are advised to seek professional guidance when making financial decisions and should take full responsibility for their choices.