Abstract: Explain the reasons of buying US stock Apple (AAPL), Microsoft (MSFT), Google (GOOGL), Tesla (TSLA), Nvidia (NVDA), AMD (AMD) and TSMC (TSM) and selling Netflix (NFLX) and share my views.
Transaction detail
What I want to share with you today is the transaction I made on June 16. The details are as follows:
Bought stock
- Alphabet Inc (US stock code: GOOGL)
- Quantity: 1 shares
- Bought price: US$2169.14
- Commission fee: US$0.35
Image source: https://seekingalpha.com/symbol/GOOGL/chart
Bought stock
- Microsoft Corporation (US stock code: MSFT)
- Quantity: 7 shares
- Bought price: US$246.44
- Commission fee: US$0.35
Image source: https://seekingalpha.com/symbol/MSFT/chart
Bought stock
Image source: https://seekingalpha.com/symbol/AAPL/chart
Bought stock
Image source: https://seekingalpha.com/symbol/TSLA/chart
Bought stock
- NVIDIA Corporation (US stock code: NVDA)
- Quantity: 11 shares
- Bought price: US$158.35
- Commission fee: US$0.35
Image source: https://seekingalpha.com/symbol/NVDA/chart
Bought stock
- Advanced Micro Devices Inc (US stock code: AMD)
- Quantity: 19 shares
- Bought price: US$86.38
- Commission fee: US$0.35
Image source: https://seekingalpha.com/symbol/AMD/chart
Bought stock
- Taiwan Semiconductor Manufacturing Company Limited (US stock code: TSM)
- Quantity: 19 shares
- Bought price: US$85.655
- Commission fee: US$0.35
Image source: https://seekingalpha.com/symbol/TSM/chart
Sold stock
- Netflix Inc (US stock code: NFLX)
- Quantity: Sold all
- Sold price: US$175.56
- Commission fee: US$0.65
Image source: https://seekingalpha.com/symbol/NFLX/chart
Reasons for selling Netflix
Due to the general decline in holding stocks, and the magnitude is also relatively large, after consideration, relatively speaking, I think that my confidence on the long-term development of Netflix company is less than that of other holding companies. Netflix management seemed to not be able to contain the developmental down-side risks. In contrast, I think the long-term development of other holding companies will be way better. In addition, taking advantage of the fact that Netflix announced that it is going to do a Squid Game reality show the day before yesterday, and the stock price has risen a little, I decided to sell Netflix’s position to add to other holdings. I personally think this can increase long-term returns.
Reasons for buying Apple, Microsoft, Google, Nvidia, AMD, Tesla and TSMC
As mentioned above, I have allocated the positions to seven other companies. Relatively speaking, I think their business will be more stable, their competitive advantages will be greater, and there is no sign of a decline in their market share, so I make this decision. I hope looking back later, it would have been the right decision.
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.
