Quy Tran @tungtran18: "𝐀𝐏𝐑𝐈𝐋 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 - 𝐑𝐢𝐝𝐢𝐧𝐠..."

Germany

Edited

𝐀𝐏𝐑𝐈𝐋 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 - 𝐑𝐢𝐝𝐢𝐧𝐠 𝐨𝐮𝐭 𝐭𝐡𝐞 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 The month of April closed with my portfolio posted a return of + 1.8% mom. If I did not read the news and check eToro balance everyday, I would think this is just another normal month for stock. What we have witnessed was a classic V-shaped recovery, similar to the Covid sell-off. The market reached the state of extreme fear in just matter of days, followed a shock that would potentially suddendly disrupt the global trade. This time the shock is caused by policy shift, or rather, negotiation tactic played by Trump's administration. However, it seems like Trump got backfire after the market react strongly to the downside and China escalate the tariff retaliation. This makes him eventually within days and weeks to show softer tone in his statements and the willing to negotiate a trade deal with other nations. The market rebounds quickly and $GOLD even made an all-time high due to fear of dollar devaluation and the fleeing to safety during trade tension. These are the trades I've made to benefit from this once-in-a-decade opportunity: SOLD: $PDD (PDD Holdings Inc - ADR), $HDV (iShares Core High Dividend ETF), $VOF.L (VinaCapital Vietnam Opportunity Fund), $XLV (The Health Care Select Sector SPDR Fund), $TSLA (Tesla Motors, Inc.) , $ARKQ (ARK Autonomous Technology & Robotics ETF) BOUGHT: $AMZN (Amazon.com Inc) $AMD (Advanced Micro Devices Inc) , $TM (Toyota Motor Corporation-ADR), $VOLV-A.ST (Volvo AB ser. A) ,$SLV, $GOOG (Alphabet) Silver is my strategic play for this recovery and I have made a long post about Silver. In April, I have increased my Silver holding from 3% to 10% of my portfolio. While I still hold Gold and believe Gold would increase much further, there are strong arguments that Silver may even outperform Gold at some point. Positioning a significant part of my portfolio around precious metals and Bitcoin is my strategy to hedge currency devaluation and the higher tension between superpowers which would dampen global trade, eventually leading to higher inflation and lower corporate profit. What is your opinion on $SILVER ?