嵐天看投資 Sky’s views on investing – SmartSkyInvest.com 分享投資知識、經驗及交易記錄 – 股票、債券、房地產投資信託基金、期權 Sharing of investment knowledge, experience and transaction records – Stocks, bonds, reits and options

My trading record (2021-09-23, sold US stock Nvidia and Microsoft)

Share:

Share on facebook
Share on twitter
Share on email
Share on linkedin
Share on pinterest
Share on reddit
Share on whatsapp
Share on skype
Share on telegram
Explain the reasons selling US stock Nvidia (NVDA) and Microsoft (MSFT) and share my views.

Abstract: Explain the reasons selling US stock Nvidia (NVDA) and Microsoft (MSFT) and share my views.

Transaction detail

What I want to share with you today is the transaction I made on September 23. The details are as follows:

Sold stock

Nvidia (NVDA) 52-week stock chart
Nvidia (NVDA) 52-week stock chart
Image source: https://seekingalpha.com/symbol/NVDA/chart

Sold stock

Nvidia (NVDA) 52-week stock chart
Nvidia (NVDA) 52-week stock chart
Image source: https://seekingalpha.com/symbol/NVDA/chart

Reasons for selling Nvidia and Microsoft

Today, I saw that Nvidia and Microsoft have recently recovered to recent highs after a slight decline earlier. I personally am very confident on the prospects of these two companies. This time, in order to control shareholding positions and appropriately reduce leverage, Nvidia and Microsoft were slightly reduced.

The stock price of Chinese stocks has been at a low level recently. As a long-term investor, I think this is not the time to sell their holdings. On the contrary, they should increase their holdings of outstanding companies in Chinese stocks which I believe will survive and can always continue to grow after adapting to the new policies. In short, if investment is to be successful, it is necessary to abandon short-term thinking and cultivate long-term outstanding companies to share the fruits of economic development.

On the other hand, the U.S. stock market is really strong. It has been rising over the years. Relatively speaking, the risk of policy suppression is lower than that of Chinese stocks. Although there will be some antitrust, environmental protection regulations and other policies that may somehow negatively affect some companies’ development, there are rarely some sudden policy changes. At present, investors in US stocks are waiting for the time when the Federal Reserve will officially implement the reduction in debt purchases and start raising interest rates. The Fed officials have shared their views on this regard for a long time. I believe the market has already been mentally prepared. Despite this, I believe that once it is implemented, it will still have a certain impact on the market. Therefore, I think we should be prepared for any possible adverse situations at any time, and don’t bet on luck.

Comments and sharing

If you have any questions, please feel free to leave a message or comment below, I will reply you. Or if you find anything incorrect in the article, please let me know and learn from you. If you find it interesting or it may help you in any sense, please share with other people.

Share:

Share on facebook
Share on twitter
Share on email
Share on linkedin
Share on pinterest
Share on reddit
Share on whatsapp
Share on skype
Share on telegram

Leave a Comment

Your email address will not be published.

Welcome to subscribe

Subscribe to receive latest articles. Thanks for you watching.

Benjamin Graham
"Price is what you pay; value is what you get." -- Benjamin Graham
Click Here
Warren Buffett
"We don't have to be smarter than the rest. We have to be more disciplined than the rest." -- Warren Buffett
Click Here
Benjamin Franklin
"An investment in knowledge pays the best interest." -- Benjamin Franklin
Click Here
Benjamin Franklin
"An investment in knowledge pays the best interest." -- Warren Buffett
Click Here
George Soros
"It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong."-- George Soros
Click Here
Jeff Bezos
"Given a 10% chance of a 100 times payoff, you should take that bet every time."-- Jeff Bezos
Click Here
Previous
Next
Previous
Next