Share Picks 2022

Amazon just partnered with them so I would view that as a positive compared to announcing they plan to build out their own version

Good company or bad company, the only way prices will rise is with more people buying the shares than selling. I don't see too many people wanting to buy the growth stocks for a while, Russia is playing the long game here. Taking a step back, the sanctions against them could see a disruption to the US dollar as the global reserve currency. Watch this space.

Everyone is saying the market is tanking but nothing is dropping enough for me to buy in. I have my eye on Adidas (xet/ads) at the moment but it could drop a lot more...

FB has many problems

Scary to see how all markets are going down. And I guess will go down further. I think the current situation is going to shake everything a lot.

My approach is to very cautiously and slowly DCA in. I'm trying to be selective too where I add, I've prices noted for my favoured stocks that if they hit those lows, I buy. All the while, I'm trying to stay around 10% cash so if there is a sudden flush or crash, I can take advantage. The reality is that with the war in Ukraine, there's so much uncertainty that the market could plateau for months before it finds a bottom from which to grow again. I saw a good post/tweet a while back that simply said (something like) "if you're willing to wait years to realise your gains, you should be able to wait a few months for the market to stop falling" i.e. sometimes the best action is to do nothing but wait.

I'm in about 50 stocks, and some investment trusts. Peak +30% Nov 2021 and now -10%. It's very difficult to know when to sell and when to buy back in, and with the added complication of taxes I really don't think it's worth trying to time anything.

If I was not so heavily invested, I'd probably take a gamble on a handful of solid companies right now, and also maybe DCA into some investment trusts over the next 6 months.

Bought myself some Scottish Mortgage today, feels like it's just buying the IT market really. It's got cut down so much recently, feel an active manager is gonna do well between now and the end of year

Stock Market - the only shop in town where people stop buying when there's a sale on.

In 10 years time, would you have preferred to have bought two shares of Twilio at $133 or one at $250?

I've been pumping away the whole downswing so get the "on sale" point, just running low on fuel to keep going and dishearteningly no sign of stopping, Twilio one that's annoying me because I opened into that around the $300 mark

For all growth investors - what level do you think the Nasdaq will hit at the bottom?

My guess is around where it stood before the pandemic hit so around 10

Why do you think it'd go back there when the revenue/profits of those comapnies is so much bigger 2 years later?

My shares portfolio is just about breakeven the second, crypto saving me, and I've diversified half my previous savings into a (very cheap) rental property that should net me 10% rent. I'm cash poor as a result of that property the minute, but aim is to start dollar cost averaging back into the stock market once rent starts coming in, so I'll happily not see an immediate reversal in the stockmarket 😅