My Strategy for the Second Half of 2021

My Strategy for the Second Half of 2021

So, the first half of 2021 is behind us, and I have to say it was a pretty turbulent first half. First off, that market correction beginning in mid-February was pretty brutal. I’m just glad that it seems like we’ve gone through it okay, and the Fund has survived.

It’s all about surviving on the Stock Market, and coming out ahead somehow, or more than 50%. And if we did better, then I guess we could pat ourselves on the back.

90.63% – 87 out of 96 Winning Trades

My active trading is at a 90.63% success rate. And in June I really did extremely well. So, going into the 2nd half of 2021, I’m still trying to get a feel what’s going on in the stock market.

The Didi Debacle

My positions in DIDI turned out to be a mistake, and yes, I have made mistakes. But, one can’t predict the future.

The problem with investing in Chinese stocks:

The Chinese Government – They seem to have complete control! I mean, look at what they did… they totally shutdown Didi Global and banned the App upon a cybersecurity issue. Sure, there should be regulation and by the government, I believe that, because I’ve seen deregulation get so out of hand (I used to work for a Savings & Loan). But absolute power to suddenly shut things down after things seemed okay?

And DIDI stock tumbled today!

My two positions are in the red!

But, I have to hold on. As fast as the stock tumbled, the stock could just as quickly rebound with the next headline news. The IPO price was set low, thankfully, so I haven’t lost too much. And, overall the entire Fund did better despite DIDI’s fall.

Nvidia’s 4 for 1 Stock Split

Nvidia (NVDA) is an excellent company and their GeForce graphics cards are the industry standard for gaming afficionados. And they have GeForce NOW game streaming services.

The stock has been performing extremely well in the past several months, and I should’ve bought at least a year ago, but we don’t dwell on what-could’ve-beens here. We are always on the lookout for golden opportunities, and NVDA is going to do their 4 for 1 stock split on July 20, 2021… so, I’ll be adding NVDA before that time AND make sure I’m in to take advantage of the stock split.

I guess one could wait until after the stock split to buy NDVA at the much, much lower price. But, it’s fun to see your shares multiply by four times. Emphasis on ‘FUN’…

Computer Gaming is still big business and had gotten even more popular during the Pandemic.

My Overall Strategy?

My overall strategy is to concentrate on the best winning stocks.

I’ve already started by acquiring Google (GOOG) again. And I intend to focus on stocks with winning track records in the 6 month and 1 year charts.

Possible new positions might include:

American Express (AXP)
Advanced Micro Devices (AMD)
VEGN ETF
MasterCard (MA)
Visa (V)

More later…

Image by Gerd Altmann from Pixabay



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randomguru

Portfolio Manager & Musician

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