2023 Investing Portfolio with Boon Tee!

Inflation and weaker stock market returns are top of mind in 2023. @BoonTee shares an update on his 2023 investment portfolio, the investing decisions he’s making and what's he's learnt this year. Subscribe for more videos on investing!

Timestamps:
00:00 2023 Investment Portfolio
03:16 Changes in Conviction?
06:13 TSLA's Lower Margins in Q1 2023 Earnings
10:59 MSFT's Investment into OpenAI
12:42 Using Cash in 2023?
13:55 Financial Freedom
15:21 Learnings from @bagholderpod
16:38 Growing as an Investor?
18:11 Good Time to Invest?

Credits:
Thanks @traderkp for the 'Tesla to the Moon' T-shirt! 👕

Social:
🐦 Twitter: @darenyoong

Disclosure: Boon Tee and I are long TSLA & AAPL. This is not financial advice and represents our personal opinions only. Always do your own research. I earn affiliate income from IBKR.

[godev]

Love all the people exercising in the background, hope you guys got some too.

[dr-k]

Hi Boon Tee! Good to see you and hear your perspective!

[joecarlos-ftjl]

It is important to regularly review and adjust your investment portfolio to ensure it remains aligned with your goals and risk tolerance. This may involve rebalancing your portfolio periodically, adding or removing investments based on changes in the market or your personal circumstances, and considering tax implications of your investment decisions.

[simcn]

I like Boon Tee’s portfolio best compared to other 3 musketeers .. very similar to QQQ holdings

[joannepham]

Top 5 stocks : MSFT, AAPL, NVDA, TSLA what is the fifth one?

[gustavgron]

Interesting to listen to these two smart guys, and of course Daren is cute and handsome as always. I bought Tesla at 175 USD and wish of course I sold at above 200, and then buy again after earnings call. But for me Tesla stock is a longtime investment so Im being careful. In future I think I will be a little more bold to sell and buy to increase my number of shares for the same amount of money I used from the beginning. Where I live, and how I buy and sell, is very safe, easy and quick through my bank. I just hope I make the right decision at the right time to sell and buy again.

[lyingflatsingapore]

Were there no ants on the bench? I never fail to get attacked every time I sit at the benches at Bishan AMK park.

[growingthepot]

How did u buy so much tesla shares at so high at avg 200 per share

[petra]

Can I suggest 6 months later, record it somewhere cooler... I am feeling hot for you both! 😁

[andyho]

Tesla was a good stock to hold then, now it’s a good stock to trade. I agree with all the positive aspects of the company long term, however investors need to respect the macro. Under a challenging environment, it’s difficult for any company to present very positive earnings and announcements, not just Tesla. And if there is any such opportunity, it should be a sell the news and buy back more shares later on. Of course u don’t do it with 100% of the position. Probably a good 30-50%. Many ppl have been conditioned to think that when they sell on a positive note, they are going to miss out on a rally historically. I just want to remind that it was a different macro setting then and now.