BullishMarke的个人主页 - 老虎社区

BullishMarke

BullishMarke

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0勋章

2021-06-07

$AMC Entertainment(AMC)$快爬上去啊飞啊

2021-06-01

Pray harder

Bank of America names its 'best' stocks to play the U.S. and global recovery

2021-06-01

I could use some love

抱歉，原内容已删除

2021-04-28

Good

抱歉，原内容已删除

2021-06-02

Good news coming!

RLX Technology Q1 revenues $366.1 million,up 48.2% YOY

2021-06-15

I’m gonna buy one of these

UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on

2021-04-02

Ok

My 36 Stock $338K Portfolio: Back Into China

2021-06-08

Will Tesla hit $900 again?

2021-06-01

How is that going to help, I wonder

抱歉，原内容已删除

2021-03-30

$Nano Dimension(NNDM)$cry

2021-12-20

Santa I want Xmas presents thanks

2021-11-07

No more chance?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-05

Lai a

@小虎活动:[Halloween Game] Trade or Treat!

2021-06-17

$Alibaba(BABA)$very sad

2021-06-16

Why is the market sentiment so bad today?

2021-06-14

Will SingTel soar to the sky today?

2021-06-13

Very useful information

Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public

2021-06-13

The market Tomorrow will be bullish, trust me

2021-06-12

Goodnight world

2021-06-09

It’s going to be a bullish market today

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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","TXN":"德州仪器","IFNNF":"Infineon Technologies AG","0KED.UK":"英飞凌","ON":"安森美半导体"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185072388,"gmtCreate":1623628933344,"gmtModify":1634031080014,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Will SingTel soar to the sky today?","listText":"Will SingTel soar to the sky today?","text":"Will SingTel soar to the sky today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185072388","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186789496,"gmtCreate":1623542341915,"gmtModify":1634032079739,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Very useful information","listText":"Very useful information","text":"Very useful information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186789496","repostId":"1143408374","repostType":4,"repost":{"id":"1143408374","pubTimestamp":1623536483,"share":"https://www.laohu8.com/m/news/1143408374?lang=&edition=full","pubTime":"2021-06-13 06:21","market":"us","language":"en","title":"Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public","url":"https://stock-news.laohu8.com/highlight/detail?id=1143408374","media":"cnbc","summary":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, ","content":"<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBranson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143408374","content_text":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC confirmed on Saturday.\nThe SPAC, led by a former Goldman Sachs partner, is NextGen Acquisition II, a person familiar with the discussions told CNBC.\nA deal expected to be announced in the coming weeks, the person said.\n\nVirgin Orbit, the satellite-launching spinoff ofSir Richard Branson’sVirgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC led by a formerGoldman Sachspartner, CNBC confirmed Saturday.\nThe company is in talks on a deal withNextGen Acquisition II, a person familiar with the discussions told CNBC. NextGen II is a special purpose acquisition company led by George Mattson, who previously co-led Goldman’s global industrials group.\nSky News first reportedthe talks on Saturday, saying a deal is expected to be announced in the coming weeks. Virgin Orbit declined CNBC’s request for comment.\nThe company is a spin-off of Branson’s space tourism company Virgin Galactic.Virgin Orbit isprivately heldby Branson’s multinational conglomerate Virgin Group, with a minority stake from Abu Dhabi sovereign wealth fund Mubadala.\nVirgin Orbit uses a modified Boeing 747 aircraft to launch its rockets, a method known as air launch. Rather than launch rockets from the ground, like competitors such as Rocket Lab or Astra, the company’s aircraft carries its LauncherOne rockets up to about 45,000 feet altitude and drops them just before they fire the engine and accelerate into space –a method the company touts as more flexiblethan a ground-based system.\nLauncherOne is designed to carry small satellites that weigh up to 500 kilograms, or about 1,100 pounds,into space. Virgin Orbit completed its first successful launch in January, and plans to conduct its second later this month.\nNext Gen II raised $375 million when it completed its initial public offering in October. The funds would largely go to help Virgin Orbit scale its business. Virgin Orbit CEO Dan Hart told CNBC in October that the company was seeking to raise about $150 million in fresh capital.\nBranson took Virgin Galactic publicthrough a SPAC deal in 2019withbillionaire investor Chamath Palihapitiya.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186780469,"gmtCreate":1623542307051,"gmtModify":1634032080825,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"The market&nbsp;Tomorrow will be bullish, trust me","listText":"The market&nbsp;Tomorrow will be bullish, trust me","text":"The market Tomorrow will be bullish, trust me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186780469","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186511151,"gmtCreate":1623509815173,"gmtModify":1634032249539,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Goodnight world","listText":"Goodnight world","text":"Goodnight world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186511151","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180869063,"gmtCreate":1623198669352,"gmtModify":1634035953400,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"It’s going to be a bullish market today&nbsp;","listText":"It’s going to be a bullish market today&nbsp;","text":"It’s going to be a bullish market today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180869063","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180001771,"gmtCreate":1623162915593,"gmtModify":1634036264276,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Will Tesla hit $900 again?","listText":"Will Tesla hit $900 again?","text":"Will Tesla hit $900 again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180001771","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114659033,"gmtCreate":1623073460922,"gmtModify":1634037266676,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>快爬上去啊 飞啊","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>快爬上去啊 飞啊","text":"$AMC Entertainment(AMC)$快爬上去啊 飞啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/114659033","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113407428,"gmtCreate":1622631021464,"gmtModify":1634099774297,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Good news coming!","listText":"Good news coming!","text":"Good news coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113407428","repostId":"1104336218","repostType":4,"repost":{"id":"1104336218","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622628284,"share":"https://www.laohu8.com/m/news/1104336218?lang=&edition=full","pubTime":"2021-06-02 18:04","market":"us","language":"en","title":"RLX Technology Q1 revenues $366.1 million,up 48.2% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1104336218","media":"Tiger Newspress","summary":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited finan","content":"<p>RLX Technology Inc., a leading branded e-vapor company in&nbsp;China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b>&nbsp;were&nbsp;RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from&nbsp;RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b>&nbsp;was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b>&nbsp;<b>netloss</b>&nbsp;was&nbsp;RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was&nbsp;RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology&nbsp;stock&nbsp;surged&nbsp;5%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b>&nbsp;increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b>&nbsp;increased by 59.1% to&nbsp;RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b>&nbsp;increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b>&nbsp;wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to&nbsp;RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i>&nbsp;increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to&nbsp;RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9&nbsp;million) in the first quarter of 2021 andRMB656.1&nbsp;million in the fourth quarter of 2020.</p><p><b>Loss from operations</b>&nbsp;was&nbsp;RMB111.9&nbsp;million (US$17.1&nbsp;million) in the first quarter of 2021, compared withRMB158.5&nbsp;million in the fourth quarter of 2020.</p><p><b>Income tax expense</b>&nbsp;wasRMB176.3&nbsp;million (US$26.9&nbsp;million) in the first quarter of 2021, compared withRMB110.6&nbsp;million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b>&nbsp;was&nbsp;RMB267.0&nbsp;million (US$40.8 million) in the first&nbsp;quarter of 2021, compared withRMB236.7&nbsp;million in the fourth quarter of 2020.</p><p><b>Non-GAAP&nbsp;net income</b>&nbsp;was&nbsp;RMB610.5 million(US$93.2&nbsp;million) in the first&nbsp;quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b>&nbsp;were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome&nbsp;per ADS[2]</b>were both&nbsp;RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance&nbsp;Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8&nbsp;million (US$2,203.6&nbsp;million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of&nbsp;March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RLX Technology Q1 revenues $366.1 million,up 48.2% YOY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRLX Technology Q1 revenues $366.1 million,up 48.2% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-02 18:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>RLX Technology Inc., a leading branded e-vapor company in&nbsp;China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b>&nbsp;were&nbsp;RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from&nbsp;RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b>&nbsp;was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b>&nbsp;<b>netloss</b>&nbsp;was&nbsp;RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was&nbsp;RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology&nbsp;stock&nbsp;surged&nbsp;5%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b>&nbsp;increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b>&nbsp;increased by 59.1% to&nbsp;RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b>&nbsp;increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b>&nbsp;wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to&nbsp;RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i>&nbsp;increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to&nbsp;RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9&nbsp;million) in the first quarter of 2021 andRMB656.1&nbsp;million in the fourth quarter of 2020.</p><p><b>Loss from operations</b>&nbsp;was&nbsp;RMB111.9&nbsp;million (US$17.1&nbsp;million) in the first quarter of 2021, compared withRMB158.5&nbsp;million in the fourth quarter of 2020.</p><p><b>Income tax expense</b>&nbsp;wasRMB176.3&nbsp;million (US$26.9&nbsp;million) in the first quarter of 2021, compared withRMB110.6&nbsp;million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b>&nbsp;was&nbsp;RMB267.0&nbsp;million (US$40.8 million) in the first&nbsp;quarter of 2021, compared withRMB236.7&nbsp;million in the fourth quarter of 2020.</p><p><b>Non-GAAP&nbsp;net income</b>&nbsp;was&nbsp;RMB610.5 million(US$93.2&nbsp;million) in the first&nbsp;quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b>&nbsp;were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome&nbsp;per ADS[2]</b>were both&nbsp;RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance&nbsp;Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8&nbsp;million (US$2,203.6&nbsp;million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of&nbsp;March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104336218","content_text":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.First Quarter 2021 Financial HighlightsNet revenues were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.Gross margin was 46.0%, compared to 42.9% in the fourth quarter of 2020.GAAP netloss was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.Non-GAAP net income[1]was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.RLX Technology stock surged 5% in premarket trading.\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened ourQuality Labto further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"First Quarter 2021 Unaudited Financial ResultsNet revenues increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.Gross profit increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.Gross margin increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.Operating expenses wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.Selling expensesincreased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.General and administrative expenses increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.Research and development expensesincreased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.Loss from operations was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.Income tax expense wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.GAAPnet loss was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.Non-GAAP net income was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.GAAP basic and diluted net loss per American depositary share (\"ADS\") were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.Non-GAAP basic and diluted netincome per ADS[2]were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.Balance SheetAs ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.Business OutlookFor the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119355654,"gmtCreate":1622522527978,"gmtModify":1634100842233,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"I could use some love&nbsp;","listText":"I could use some love&nbsp;","text":"I could use some love","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119355654","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119063018,"gmtCreate":1622509053734,"gmtModify":1634101005001,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"How is that going to help, I wonder","listText":"How is that going to help, I wonder","text":"How is that going to help, I wonder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119063018","repostId":"1144919508","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119069047,"gmtCreate":1622508991789,"gmtModify":1634101005929,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Pray harder","listText":"Pray harder","text":"Pray harder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119069047","repostId":"1138201380","repostType":4,"repost":{"id":"1138201380","pubTimestamp":1622508856,"share":"https://www.laohu8.com/m/news/1138201380?lang=&edition=full","pubTime":"2021-06-01 08:54","market":"us","language":"en","title":"Bank of America names its 'best' stocks to play the U.S. and global recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1138201380","media":"CNBC","summary":"Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europ","content":"<div>\n<p>Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America names its 'best' stocks to play the U.S. and global recovery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America names its 'best' stocks to play the U.S. and global recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1138201380","content_text":"Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to benefit against the current backdrop (stronger relative ... US growth and rising inflation), as well as beneficiaries of the faster-than-expected re-opening in Europe,” the bank’s analysts wrote in a note published Wednesday.The bank added stocks to its “Best Ideas List,” some of which it said were set for a particularly strong bounce and positive growth. “The companies range from airlines to online fashion retail to healthcare supplies and insurance,” the analysts, led by Jill Carey Hall, wrote.BofA’s “best” stock picks include:Luxury and retailLuxury online fashion retailerFarfetchis a pick for the bank, which said it is “a good way to gain exposure to North America and especially the U.S., which is the group’s single largest country exposure.” It comes as the bank noted a sharp rise in demand for luxury goods in March. The bank also picked ecommerce retailerAsosand duty-free operatorDufry.FoodBofA likes salmon supplierAtlantic Sapphireas it is building a large-scale land-based farm in Miami — making it the first local producer for the U.S. market. This is likely to make it “the most cost effective and sustainable salmon supplier” in the country. The bank also pickedAAK, a Swedish specialist producer of fats and oils, which it said is tapping into a U.S. trend for plant-based foods as well as a rise in chocolate consumption.Airlines and aerospaceBritish Airways-ownerIAGis a pick for BofA as it “could see a strong swing in both sentiment and earnings momentum as the economy opens up.” Europe is set to be the most popular travel destination for Americans once travel restrictions are lifted, according to a survey the bank carried out in March, which is set to benefit the airline stock. German aircraft engine manufacturerMTU Aero Enginesis also a pick.Metals and manufacturingGerman steel and engineering firmThyssenkruppis set to benefit from a V-shaped recovery after the coronavirus pandemic, BofA’s analysts said. “There are discussions about a potential lifting of US tariffs on European metals. If this happens, we’d expect to see European steel prices bid up,” they wrote.Spirax Sarco, a British firm that makes steam management systems, is also a pick for its mix of direct and distributor sales, and could see “particularly strong” growth this year. French semiconductor materials manufacturerSoitecis also on the bank’s list for its 5G smartphone tech.The Bank of America research note was focused on small and mid-caps in each region, and the analysts noted they were now overweight on small caps in both Europe and the U.S.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377712733,"gmtCreate":1619565476922,"gmtModify":1634211822562,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Tesla go&nbsp;","listText":"Tesla go&nbsp;","text":"Tesla go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377712733","repostId":"1134543321","repostType":4,"repost":{"id":"1134543321","pubTimestamp":1619533468,"share":"https://www.laohu8.com/m/news/1134543321?lang=&edition=full","pubTime":"2021-04-27 22:24","market":"us","language":"en","title":"Tech Leads Stock Retreat Ahead of Megacap Earnings: Markets Wrap","url":"https://stock-news.laohu8.com/highlight/detail?id=1134543321","media":"Bloomberg","summary":"U.S. equities slipped from all-time highs as technology shares faltered ahead a batch of earnings re","content":"<p>U.S. equities slipped from all-time highs as technology shares faltered ahead a batch of earnings reports from industry heavyweights.</p>\n<p>The S&amp;P 500 slipped from an all-time high, with Tesla Inc., Microsoft Corp., Apple Inc. and Alphabet Inc. contributing the most to the decline. 3M Co. weighed on the Dow Jones Industrial Average after delivering its quarterly results. Treasury yields rose.</p>\n<p>Tesla fell to a two-week low after itsearnings reportfailed to impress investors. Microsoft Corp. and Google parent Alphabet are due to report after the close of trading on Tuesday. With much of the earnings optimism already factored into stocks trading near records, investors may be waiting for stronger beats to fan the next move higher.</p>\n<p>Four out of five S&amp;P 500 Index companies that have released results so far have either met or beaten expectations. On average, S&amp;P 500 company shares have gained less than 0.1% after their reports, according to data compiled by Bloomberg. While equity investors have offered a sluggish response, it served to highlight traders’ lofty expectations rather than doubt over the outlook.</p>\n<p>“Muted stock-price reaction to the robust numbers is largely due to already elevated expectations going into the reporting season,” strategists led by Mark Haefele, chief investment officer at UBS Global Wealth Management, wrote in a note. “The strong results give us greater confidence that (U.S.) corporate profits will grow more than 30% in 1Q.”</p>\n<p>Meanwhile, U.S. data this week are expected to show growth accelerated to an annualized 6.8% in the first quarter. A Conference Board measure Tuesday may show U.S. consumer confidence surged for a fourth successive months to the highest level since March 2020.</p>\n<p>Such reports aren’t shifting the Federal Reserve’s highly accommodative stance, with the central bank expected to keep policy unchanged at this week’s meeting.</p>\n<p>The Stoxx Europe 600 Index slid as investors weighed the scope for further gains.HSBC Holdings Plcrose after saying quarterly earnings more thandoubledand returning to profit in Europe and the U.S.</p>\n<p>Copper led the Bloomberg Commodity Index higher, as the growth-sensitive metalextended a rallyon the U.S. administration’s plans for a large infrastructure package. Oil climbed after OPEC+ projected a strong recovery beyond near-term demand destruction from India’s Covid-19 surge.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Leads Stock Retreat Ahead of Megacap Earnings: Markets Wrap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Leads Stock Retreat Ahead of Megacap Earnings: Markets Wrap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-04-26/asia-stocks-set-for-muted-open-ahead-of-fomc-markets-wrap><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. equities slipped from all-time highs as technology shares faltered ahead a batch of earnings reports from industry heavyweights.\nThe S&P 500 slipped from an all-time high, with Tesla Inc., ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-04-26/asia-stocks-set-for-muted-open-ahead-of-fomc-markets-wrap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-04-26/asia-stocks-set-for-muted-open-ahead-of-fomc-markets-wrap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134543321","content_text":"U.S. equities slipped from all-time highs as technology shares faltered ahead a batch of earnings reports from industry heavyweights.\nThe S&P 500 slipped from an all-time high, with Tesla Inc., Microsoft Corp., Apple Inc. and Alphabet Inc. contributing the most to the decline. 3M Co. weighed on the Dow Jones Industrial Average after delivering its quarterly results. Treasury yields rose.\nTesla fell to a two-week low after itsearnings reportfailed to impress investors. Microsoft Corp. and Google parent Alphabet are due to report after the close of trading on Tuesday. With much of the earnings optimism already factored into stocks trading near records, investors may be waiting for stronger beats to fan the next move higher.\nFour out of five S&P 500 Index companies that have released results so far have either met or beaten expectations. On average, S&P 500 company shares have gained less than 0.1% after their reports, according to data compiled by Bloomberg. While equity investors have offered a sluggish response, it served to highlight traders’ lofty expectations rather than doubt over the outlook.\n“Muted stock-price reaction to the robust numbers is largely due to already elevated expectations going into the reporting season,” strategists led by Mark Haefele, chief investment officer at UBS Global Wealth Management, wrote in a note. “The strong results give us greater confidence that (U.S.) corporate profits will grow more than 30% in 1Q.”\nMeanwhile, U.S. data this week are expected to show growth accelerated to an annualized 6.8% in the first quarter. A Conference Board measure Tuesday may show U.S. consumer confidence surged for a fourth successive months to the highest level since March 2020.\nSuch reports aren’t shifting the Federal Reserve’s highly accommodative stance, with the central bank expected to keep policy unchanged at this week’s meeting.\nThe Stoxx Europe 600 Index slid as investors weighed the scope for further gains.HSBC Holdings Plcrose after saying quarterly earnings more thandoubledand returning to profit in Europe and the U.S.\nCopper led the Bloomberg Commodity Index higher, as the growth-sensitive metalextended a rallyon the U.S. administration’s plans for a large infrastructure package. Oil climbed after OPEC+ projected a strong recovery beyond near-term demand destruction from India’s Covid-19 surge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377712030,"gmtCreate":1619565453020,"gmtModify":1634211823409,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377712030","repostId":"1123159959","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340945848,"gmtCreate":1617334098184,"gmtModify":1634521360036,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579324951446439","idStr":"3579324951446439"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340945848","repostId":"1159361065","repostType":4,"repost":{"id":"1159361065","pubTimestamp":1617332969,"share":"https://www.laohu8.com/m/news/1159361065?lang=&edition=full","pubTime":"2021-04-02 11:09","market":"us","language":"en","title":"My 36 Stock $338K Portfolio: Back Into China","url":"https://stock-news.laohu8.com/highlight/detail?id=1159361065","media":"seeking alpha","summary":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China sto","content":"<p>Summary</p>\n<ul>\n <li>Some major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.</li>\n <li>I also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.</li>\n <li>A portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2e294fb94acf2a7afdc72d4a5a19699c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Photo by Darren415/iStock via Getty Images</p>\n<p>It is my firm belief that 80% of money managers can't outperform the S&amp;P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.</p>\n<p><b>Contributions:</b></p>\n<p>During the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&amp;P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Fund</p></td>\n   <td><p>SPY</p></td>\n   <td><p>Welsh</p></td>\n   <td><p>Welsh Minus Contributions</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Jan 2021</p></td>\n   <td><p>-1.02%</p></td>\n   <td><p>2.85%</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Feb 2021</p></td>\n   <td><p>2.84%</p></td>\n   <td><p>2.59%</p></td>\n   <td><p>-1.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Mar 2021</p></td>\n   <td><p>4.16%</p></td>\n   <td><p>1.53%</p></td>\n   <td><p>1.53%</p></td>\n  </tr>\n  <tr>\n   <td><p>YTD GAINS</p></td>\n   <td><p>5.96%</p></td>\n   <td><p>7.12%</p></td>\n   <td><p>2.66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Regular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&amp;P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.</p>\n<p>Here's how the SPY has tracked over the beginning of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/bd63a468f0271481b3d2886431b9b666\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>My portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Welsh Portfolio</p></td>\n   <td><p>Stocks</p></td>\n   <td><p>Index/Mutual Funds</p></td>\n   <td><p>Bonds</p></td>\n   <td><p>Domestic</p></td>\n   <td><p>International</p></td>\n  </tr>\n  <tr>\n   <td><p>December 2020</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>85%</p></td>\n   <td><p>15%</p></td>\n  </tr>\n  <tr>\n   <td><p>January 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>2.6%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n  <tr>\n   <td><p>February 2021</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>89%</p></td>\n   <td><p>11%</p></td>\n  </tr>\n  <tr>\n   <td><p>March 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>3%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Here are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.</p>\n<p><b>The Welsh Portfolio 2021</b></p>\n<p>Source: Author</p>\n<p><b>The Information Technology Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AAPL</p></td>\n   <td><p>$1,830</p></td>\n   <td><p>$18,300</p></td>\n   <td><p>$183,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$QCOM</p></td>\n   <td><p>$820</p></td>\n   <td><p>$8,200</p></td>\n   <td><p>$82,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$XLNX</p></td>\n   <td><p>$860</p></td>\n   <td><p>$8,600</p></td>\n   <td><p>$86,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$DELL</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RBOX</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>18.3%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.</p>\n<p>2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.</p>\n<p>3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.</p>\n<p>4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.</p>\n<p>5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.</p>\n<p><b>Sold:</b>Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.</p>\n<p><b>The Health Care Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$ARWR</p></td>\n   <td><p>$1,520</p></td>\n   <td><p>$15,200</p></td>\n   <td><p>$152,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDT</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDXG</p></td>\n   <td><p>$1,720</p></td>\n   <td><p>$17,200</p></td>\n   <td><p>$172,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$LLY</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PFE</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MNKD</p></td>\n   <td><p>$110</p></td>\n   <td><p>$1,100</p></td>\n   <td><p>$11,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SMMT</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>19.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.</p>\n<p>7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.</p>\n<p>8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.</p>\n<p>9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.</p>\n<p>10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.</p>\n<p>11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.</p>\n<p>12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.</p>\n<p><b>The Communication Services Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$DIS</p></td>\n   <td><p>$2,010</p></td>\n   <td><p>$20,100</p></td>\n   <td><p>$201,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BIDU</p></td>\n   <td><p>$540</p></td>\n   <td><p>$5,400</p></td>\n   <td><p>$54,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TME</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$WWE</p></td>\n   <td><p>$590</p></td>\n   <td><p>$5,900</p></td>\n   <td><p>$59,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GOOGL</p></td>\n   <td><p>$410</p></td>\n   <td><p>$4,100</p></td>\n   <td><p>$41,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>15.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.</p>\n<p>14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.</p>\n<p>15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.</p>\n<p>16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.</p>\n<p>17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.</p>\n<p><b>Sold:</b>Sold my AT&amp;T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.</p>\n<p><b>The Financial Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$GBTC</p></td>\n   <td><p>$2,450</p></td>\n   <td><p>$24,500</p></td>\n   <td><p>$245,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HSBC</p></td>\n   <td><p>$210</p></td>\n   <td><p>$2,100</p></td>\n   <td><p>$21,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RPLA</p></td>\n   <td><p>$1,280</p></td>\n   <td><p>$12,800</p></td>\n   <td><p>$128,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>16.1%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&amp;P 500 this month. Still absolutely love it though as my top investment.</p>\n<p>19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.</p>\n<p>20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.</p>\n<p><b>Sold:</b>Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.</p>\n<p><b>The Consumer Discretionary Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSLA</p></td>\n   <td><p>$330</p></td>\n   <td><p>$3,300</p></td>\n   <td><p>$33,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSCO</p></td>\n   <td><p>$520</p></td>\n   <td><p>$5,200</p></td>\n   <td><p>$52,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MELI</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BABA</p></td>\n   <td><p>$450</p></td>\n   <td><p>$4,500</p></td>\n   <td><p>$45,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>6.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.</p>\n<p>22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.</p>\n<p>23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.</p>\n<p>24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.</p>\n<p><b>Sold:</b>Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.</p>\n<p><b>The Consumer Staples Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$PG</p></td>\n   <td><p>$500</p></td>\n   <td><p>$5,000</p></td>\n   <td><p>$50,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PEP</p></td>\n   <td><p>$440</p></td>\n   <td><p>$4,400</p></td>\n   <td><p>$44,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GIS</p></td>\n   <td><p>$390</p></td>\n   <td><p>$3,900</p></td>\n   <td><p>$39,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>5.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>25. Procter &amp; Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head &amp; Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.</p>\n<p>26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).</p>\n<p>27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.</p>\n<p><b>The Industrials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$J</p></td>\n   <td><p>$870</p></td>\n   <td><p>$8,700</p></td>\n   <td><p>$87,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SPCE</p></td>\n   <td><p>$550</p></td>\n   <td><p>$5,500</p></td>\n   <td><p>$55,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$AXON</p></td>\n   <td><p>$420</p></td>\n   <td><p>$4,200</p></td>\n   <td><p>$42,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>7.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.</p>\n<p>29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.</p>\n<p>30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).</p>\n<p><b>Sold:</b>Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.</p>\n<p><b>The Materials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$CLF</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.</p>\n<p><b>Sold:</b>Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.</p>\n<p><b>The Energy Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30k</p></td>\n   <td><p>$300k</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$RDS/B</p></td>\n   <td><p>$180</p></td>\n   <td><p>$1,800</p></td>\n   <td><p>$18,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PBR</p></td>\n   <td><p>$360</p></td>\n   <td><p>$3,600</p></td>\n   <td><p>$36,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HAL</p></td>\n   <td><p>$340</p></td>\n   <td><p>$3,400</p></td>\n   <td><p>$34,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.6%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.</p>\n<p>33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.</p>\n<p>34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.</p>\n<p><b>The Utility Sector (Aim = 5% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$NEE</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.</p>\n<p><b>Sold:</b>Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).</p>\n<p><b>The Real Estate Sector (Aim = 3% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AMT</p></td>\n   <td><p>$730</p></td>\n   <td><p>$7,300</p></td>\n   <td><p>$73,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.</p>\n<p><b>Bonds (2% of my Stock holdings)</b></p>\n<p>This asset class is currently satisfied by my mutual fund holdings.</p>\n<p><b>My top 10 Holdings and Percentage of my Portfolio</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>Sector</p></td>\n   <td><p>% Portfolio</p></td>\n  </tr>\n  <tr>\n   <td><p>Bitcoin</p></td>\n   <td><p>Financials</p></td>\n   <td><p>7.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Disney</p></td>\n   <td><p>Communication Services</p></td>\n   <td><p>5.9%</p></td>\n  </tr>\n  <tr>\n   <td><p>Apple</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>5.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>MiMedx</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>5.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>Arrowhead</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>4.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Finance of America</p></td>\n   <td><p>Financials</p></td>\n   <td><p>3.8%</p></td>\n  </tr>\n  <tr>\n   <td><p>Jacobs Engineering</p></td>\n   <td><p>Industrials</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>Xilinx</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>QUALCOMM</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>American Tower</p></td>\n   <td><p>REIT</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total % of Portfolio</p></td>\n   <td><p>~41.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Staying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My 36 Stock $338K Portfolio: Back Into China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMy 36 Stock $338K Portfolio: Back Into China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159361065","content_text":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.\nA portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.\n\nPhoto by Darren415/iStock via Getty Images\nIt is my firm belief that 80% of money managers can't outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.\nContributions:\nDuring the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.\n\n\n\nFund\nSPY\nWelsh\nWelsh Minus Contributions\n\n\n% Gain Jan 2021\n-1.02%\n2.85%\n2.2%\n\n\n% Gain Feb 2021\n2.84%\n2.59%\n-1.1%\n\n\n% Gain Mar 2021\n4.16%\n1.53%\n1.53%\n\n\nYTD GAINS\n5.96%\n7.12%\n2.66%\n\n\n\nRegular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.\nHere's how the SPY has tracked over the beginning of 2021.\nData byYCharts\nMy portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.\n\n\n\nWelsh Portfolio\nStocks\nIndex/Mutual Funds\nBonds\nDomestic\nInternational\n\n\nDecember 2020\n72%\n28%\n3%\n85%\n15%\n\n\nJanuary 2021\n73%\n27%\n2.6%\n87%\n13%\n\n\nFebruary 2021\n72%\n28%\n3%\n89%\n11%\n\n\nMarch 2021\n73%\n27%\n3%\n87%\n13%\n\n\n\nHere are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.\nThe Welsh Portfolio 2021\nSource: Author\nThe Information Technology Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AAPL\n$1,830\n$18,300\n$183,000\n\n\n$QCOM\n$820\n$8,200\n$82,000\n\n\n$XLNX\n$860\n$8,600\n$86,000\n\n\n$DELL\n$490\n$4,900\n$49,000\n\n\n$RBOX\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n18.3%\n\n\n\n1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.\n2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.\n3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.\n4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.\n5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.\nSold:Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.\nThe Health Care Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$ARWR\n$1,520\n$15,200\n$152,000\n\n\n$MDT\n$460\n$4,600\n$46,000\n\n\n$MDXG\n$1,720\n$17,200\n$172,000\n\n\n$LLY\n$460\n$4,600\n$46,000\n\n\n$PFE\n$300\n$3,000\n$30,000\n\n\n$MNKD\n$110\n$1,100\n$11,000\n\n\n$SMMT\n$290\n$2,900\n$29,000\n\n\n% Portfolio\n19.9%\n\n\n\n6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.\n7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.\n8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.\n9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.\n10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.\n11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.\n12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.\nThe Communication Services Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$DIS\n$2,010\n$20,100\n$201,000\n\n\n$BIDU\n$540\n$5,400\n$54,000\n\n\n$TME\n$300\n$3,000\n$30,000\n\n\n$WWE\n$590\n$5,900\n$59,000\n\n\n$GOOGL\n$410\n$4,100\n$41,000\n\n\n% Portfolio\n15.7%\n\n\n\n13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.\n14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.\n15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.\n16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.\n17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.\nSold:Sold my AT&T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.\nThe Financial Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$GBTC\n$2,450\n$24,500\n$245,000\n\n\n$HSBC\n$210\n$2,100\n$21,000\n\n\n$RPLA\n$1,280\n$12,800\n$128,000\n\n\n% Portfolio\n16.1%\n\n\n\n18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&P 500 this month. Still absolutely love it though as my top investment.\n19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.\n20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.\nSold:Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.\nThe Consumer Discretionary Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$TSLA\n$330\n$3,300\n$33,000\n\n\n$TSCO\n$520\n$5,200\n$52,000\n\n\n$MELI\n$290\n$2,900\n$29,000\n\n\n$BABA\n$450\n$4,500\n$45,000\n\n\n% Portfolio\n6.5%\n\n\n\n21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.\n22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.\n23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.\n24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.\nSold:Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.\nThe Consumer Staples Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$PG\n$500\n$5,000\n$50,000\n\n\n$PEP\n$440\n$4,400\n$44,000\n\n\n$GIS\n$390\n$3,900\n$39,000\n\n\n% Portfolio\n5.5%\n\n\n\n25. Procter & Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head & Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.\n26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).\n27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.\nThe Industrials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$J\n$870\n$8,700\n$87,000\n\n\n$SPCE\n$550\n$5,500\n$55,000\n\n\n$AXON\n$420\n$4,200\n$42,000\n\n\n% Portfolio\n7.5%\n\n\n\n28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.\n29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.\n30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).\nSold:Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.\nThe Materials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$CLF\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n2.0%\n\n\n\n31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.\nSold:Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.\nThe Energy Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30k\n$300k\n$3M\n\n\n$RDS/B\n$180\n$1,800\n$18,000\n\n\n$PBR\n$360\n$3,600\n$36,000\n\n\n$HAL\n$340\n$3,400\n$34,000\n\n\n% Portfolio\n3.6%\n\n\n\n32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.\n33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.\n34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.\nThe Utility Sector (Aim = 5% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$NEE\n$490\n$4,900\n$49,000\n\n\n% Portfolio\n2.0%\n\n\n\n35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.\nSold:Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).\nThe Real Estate Sector (Aim = 3% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AMT\n$730\n$7,300\n$73,000\n\n\n% Portfolio\n3.0%\n\n\n\n36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.\nBonds (2% of my Stock holdings)\nThis asset class is currently satisfied by my mutual fund holdings.\nMy top 10 Holdings and Percentage of my Portfolio\n\n\n\nStock\nSector\n% Portfolio\n\n\nBitcoin\nFinancials\n7.2%\n\n\nDisney\nCommunication Services\n5.9%\n\n\nApple\nInfo Tech\n5.4%\n\n\nMiMedx\nHealth Care\n5.1%\n\n\nArrowhead\nHealth Care\n4.5%\n\n\nFinance of America\nFinancials\n3.8%\n\n\nJacobs Engineering\nIndustrials\n2.6%\n\n\nXilinx\nInfo Tech\n2.6%\n\n\nQUALCOMM\nInfo Tech\n2.4%\n\n\nAmerican Tower\nREIT\n2.2%\n\n\nTotal % of Portfolio\n~41.7%\n\n\n\nStaying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":114659033,"gmtCreate":1623073460922,"gmtModify":1634037266676,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>快爬上去啊 飞啊","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>快爬上去啊 飞啊","text":"$AMC Entertainment(AMC)$快爬上去啊 飞啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/114659033","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119069047,"gmtCreate":1622508991789,"gmtModify":1634101005929,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Pray harder","listText":"Pray harder","text":"Pray harder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119069047","repostId":"1138201380","repostType":4,"repost":{"id":"1138201380","pubTimestamp":1622508856,"share":"https://www.laohu8.com/m/news/1138201380?lang=&edition=full","pubTime":"2021-06-01 08:54","market":"us","language":"en","title":"Bank of America names its 'best' stocks to play the U.S. and global recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1138201380","media":"CNBC","summary":"Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europ","content":"<div>\n<p>Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America names its 'best' stocks to play the U.S. and global recovery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America names its 'best' stocks to play the U.S. and global recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://www.cnbc.com/2021/05/31/stocks-picks-for-the-us-and-european-economic-recovery-bank-of-america.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1138201380","content_text":"Analysts fromBank of Americahave picked stocks set to get a boost as economies in the U.S. and Europe recover from the coronavirus pandemic.“We highlight stock opportunities in both regions poised to benefit against the current backdrop (stronger relative ... US growth and rising inflation), as well as beneficiaries of the faster-than-expected re-opening in Europe,” the bank’s analysts wrote in a note published Wednesday.The bank added stocks to its “Best Ideas List,” some of which it said were set for a particularly strong bounce and positive growth. “The companies range from airlines to online fashion retail to healthcare supplies and insurance,” the analysts, led by Jill Carey Hall, wrote.BofA’s “best” stock picks include:Luxury and retailLuxury online fashion retailerFarfetchis a pick for the bank, which said it is “a good way to gain exposure to North America and especially the U.S., which is the group’s single largest country exposure.” It comes as the bank noted a sharp rise in demand for luxury goods in March. The bank also picked ecommerce retailerAsosand duty-free operatorDufry.FoodBofA likes salmon supplierAtlantic Sapphireas it is building a large-scale land-based farm in Miami — making it the first local producer for the U.S. market. This is likely to make it “the most cost effective and sustainable salmon supplier” in the country. The bank also pickedAAK, a Swedish specialist producer of fats and oils, which it said is tapping into a U.S. trend for plant-based foods as well as a rise in chocolate consumption.Airlines and aerospaceBritish Airways-ownerIAGis a pick for BofA as it “could see a strong swing in both sentiment and earnings momentum as the economy opens up.” Europe is set to be the most popular travel destination for Americans once travel restrictions are lifted, according to a survey the bank carried out in March, which is set to benefit the airline stock. German aircraft engine manufacturerMTU Aero Enginesis also a pick.Metals and manufacturingGerman steel and engineering firmThyssenkruppis set to benefit from a V-shaped recovery after the coronavirus pandemic, BofA’s analysts said. “There are discussions about a potential lifting of US tariffs on European metals. If this happens, we’d expect to see European steel prices bid up,” they wrote.Spirax Sarco, a British firm that makes steam management systems, is also a pick for its mix of direct and distributor sales, and could see “particularly strong” growth this year. French semiconductor materials manufacturerSoitecis also on the bank’s list for its 5G smartphone tech.The Bank of America research note was focused on small and mid-caps in each region, and the analysts noted they were now overweight on small caps in both Europe and the U.S.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119355654,"gmtCreate":1622522527978,"gmtModify":1634100842233,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"I could use some love&nbsp;","listText":"I could use some love&nbsp;","text":"I could use some love","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119355654","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377712030,"gmtCreate":1619565453020,"gmtModify":1634211823409,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377712030","repostId":"1123159959","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113407428,"gmtCreate":1622631021464,"gmtModify":1634099774297,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Good news coming!","listText":"Good news coming!","text":"Good news coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113407428","repostId":"1104336218","repostType":4,"repost":{"id":"1104336218","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622628284,"share":"https://www.laohu8.com/m/news/1104336218?lang=&edition=full","pubTime":"2021-06-02 18:04","market":"us","language":"en","title":"RLX Technology Q1 revenues $366.1 million,up 48.2% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1104336218","media":"Tiger Newspress","summary":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited finan","content":"<p>RLX Technology Inc., a leading branded e-vapor company in&nbsp;China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b>&nbsp;were&nbsp;RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from&nbsp;RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b>&nbsp;was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b>&nbsp;<b>netloss</b>&nbsp;was&nbsp;RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was&nbsp;RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology&nbsp;stock&nbsp;surged&nbsp;5%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b>&nbsp;increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b>&nbsp;increased by 59.1% to&nbsp;RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b>&nbsp;increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b>&nbsp;wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to&nbsp;RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i>&nbsp;increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to&nbsp;RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9&nbsp;million) in the first quarter of 2021 andRMB656.1&nbsp;million in the fourth quarter of 2020.</p><p><b>Loss from operations</b>&nbsp;was&nbsp;RMB111.9&nbsp;million (US$17.1&nbsp;million) in the first quarter of 2021, compared withRMB158.5&nbsp;million in the fourth quarter of 2020.</p><p><b>Income tax expense</b>&nbsp;wasRMB176.3&nbsp;million (US$26.9&nbsp;million) in the first quarter of 2021, compared withRMB110.6&nbsp;million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b>&nbsp;was&nbsp;RMB267.0&nbsp;million (US$40.8 million) in the first&nbsp;quarter of 2021, compared withRMB236.7&nbsp;million in the fourth quarter of 2020.</p><p><b>Non-GAAP&nbsp;net income</b>&nbsp;was&nbsp;RMB610.5 million(US$93.2&nbsp;million) in the first&nbsp;quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b>&nbsp;were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome&nbsp;per ADS[2]</b>were both&nbsp;RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance&nbsp;Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8&nbsp;million (US$2,203.6&nbsp;million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of&nbsp;March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RLX Technology Q1 revenues $366.1 million,up 48.2% YOY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRLX Technology Q1 revenues $366.1 million,up 48.2% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-02 18:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>RLX Technology Inc., a leading branded e-vapor company in&nbsp;China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.</p><p><b><u>First Quarter 2021 Financial Highlights</u></b></p><ul><li><b>Net revenues</b>&nbsp;were&nbsp;RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from&nbsp;RMB1,618.5 millionin the fourth quarter of 2020.</li><li><b>Gross margin</b>&nbsp;was 46.0%, compared to 42.9% in the fourth quarter of 2020.</li><li><b>GAAP</b>&nbsp;<b>netloss</b>&nbsp;was&nbsp;RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.</li><li><b>Non-GAAP net income[1]</b>was&nbsp;RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</li></ul><p>RLX Technology&nbsp;stock&nbsp;surged&nbsp;5%&nbsp;in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f8e41217bab21ae2e0b69073c4d5e48b\" tg-width=\"1302\" tg-height=\"663\"></p><p>\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"</p><p>\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened our<i>Quality Lab</i>to further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.</p><p>\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"</p><p><b><u>First Quarter 2021 Unaudited Financial Results</u></b></p><p><b>Net revenues</b>&nbsp;increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.</p><p><b>Gross profit</b>&nbsp;increased by 59.1% to&nbsp;RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.</p><p><b>Gross margin</b>&nbsp;increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.</p><p><b>Operating expenses</b>&nbsp;wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.</p><p><i>Selling expenses</i>increased by 48.2% to&nbsp;RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.</p><p><i>General and administrative expenses</i>&nbsp;increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.</p><p><i>Research and development expenses</i>increased by 1.3% to&nbsp;RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.</p><p>Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9&nbsp;million) in the first quarter of 2021 andRMB656.1&nbsp;million in the fourth quarter of 2020.</p><p><b>Loss from operations</b>&nbsp;was&nbsp;RMB111.9&nbsp;million (US$17.1&nbsp;million) in the first quarter of 2021, compared withRMB158.5&nbsp;million in the fourth quarter of 2020.</p><p><b>Income tax expense</b>&nbsp;wasRMB176.3&nbsp;million (US$26.9&nbsp;million) in the first quarter of 2021, compared withRMB110.6&nbsp;million in the fourth quarter of 2020, primarily due to an increase in taxable income.</p><p><b>GAAPnet loss</b>&nbsp;was&nbsp;RMB267.0&nbsp;million (US$40.8 million) in the first&nbsp;quarter of 2021, compared withRMB236.7&nbsp;million in the fourth quarter of 2020.</p><p><b>Non-GAAP&nbsp;net income</b>&nbsp;was&nbsp;RMB610.5 million(US$93.2&nbsp;million) in the first&nbsp;quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.</p><p><b>GAAP basic and diluted net loss per American depositary share (\"ADS\")</b>&nbsp;were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.</p><p><b>Non-GAAP basic and diluted netincome&nbsp;per ADS[2]</b>were both&nbsp;RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.</p><p><b><u>Balance&nbsp;Sheet</u></b></p><p>As ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8&nbsp;million (US$2,203.6&nbsp;million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of&nbsp;March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.</p><p><b><u>Business Outlook</u></b></p><p>For the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.</p><p>The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104336218","content_text":"RLX Technology Inc., a leading branded e-vapor company in China, today announced its unaudited financial results for the first quarter endedMarch 31, 2021.First Quarter 2021 Financial HighlightsNet revenues were RMB2,398.5 million(US$366.1 million), representing an increase of 48.2% from RMB1,618.5 millionin the fourth quarter of 2020.Gross margin was 46.0%, compared to 42.9% in the fourth quarter of 2020.GAAP netloss was RMB267.0 million(US$40.8 million), compared withRMB236.7 millionin the fourth quarter of 2020.Non-GAAP net income[1]was RMB610.5 million(US$93.2 million), representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.RLX Technology stock surged 5% in premarket trading.\"2021 began, on a solid note, with strong growth in key performance metrics of our business,\" said Ms.Ying (Kate) Wang, Co-founder, Chairperson of the Board of Directors and Chief Executive Officer of RLX Technology. \"Specifically, our expansion in distribution network fueled a strong sequential growth, further demonstrating sustained user demand for our e-vapor product portfolio.\"\"As the go-to brand of e-vapor products inChina, we remain dedicated to investing in deepening our scientific research, improving our technology and product development, expanding our distribution network and retail outlets as well as enhancing supply chain and production capabilities. In the first quarter, we opened ourQuality Labto further strengthen our quality assurance and control capabilities, and started developing our second and third exclusive production plants to enhance our production capabilities. We believe we are well positioned to further capture the growth potential in the e-vapor industry inChina,\" Ms. Wang concluded.\"Our robust results in the first quarter of 2021 exemplify our strong capabilities in meeting user demands for reliable, innovative and trustworthy products,\" said Mr.Chao Lu, Chief Financial Officer. \"Building on rapid revenue growth and continued efforts in improving operating leverage, our gross margin and non-GAAP net margin have remained steady in the first quarter. We will continue to pursue user value creation by enhancing our suite of product offerings and strengthening our brand leadership in the market.\"First Quarter 2021 Unaudited Financial ResultsNet revenues increased by 48.2% toRMB2,398.5 million(US$366.1 million) in the first quarter of 2021 fromRMB1,618.5 millionin the fourth quarter of 2020. The increase was primarily due to an increase in net revenues from sales to offline distributors, which was mainly attributable to the expansion of the Company's distribution and retail network.Gross profit increased by 59.1% to RMB1,104.1 million (US$168.5 million) in the first quarter of 2021 fromRMB694.1 millionin the fourth quarter of 2020.Gross margin increased to 46.0% in the first quarter of 2021, compared to 42.9% in the fourth quarter of 2020.Operating expenses wereRMB1,216.0 million(US$185.6 million) in the first quarter of 2021, representing an increase of 42.6% fromRMB852.6 millionin the fourth quarter of 2020.Selling expensesincreased by 48.2% to RMB291.5 million (US$44.5 million) in the first quarter of 2021 fromRMB196.7 millionin the fourth quarter of 2020. The increase was mainly driven by (i) an increase in salaries and welfare benefits, (ii) an increase in branding material expenses, and (iii) an increase in shipping expenses.General and administrative expenses increased by 59.5% toRMB712.8 million(US$108.8 million) in the first quarter of 2021 fromRMB447.0 millionin the fourth quarter of 2020. The increase was primarily due to (i) an increase in salaries and welfare benefits, and (ii) an increase in share-based compensation expenses, partially offset by a decrease in legal and other consulting fees.Research and development expensesincreased by 1.3% to RMB211.6 million (US$32.3 million) in the first quarter of 2021 fromRMB208.9 millionin the fourth quarter of 2020. The increase was primarily driven by an increase in salaries and welfare benefits, partially offset by (i) a decrease in share-based compensation expenses, and (ii) a decrease in material expenses.Share-based compensation expenses recognized in selling expenses, general and administrative expenses and research and development expenses in total wereRMB877.5million (US$133.9 million) in the first quarter of 2021 andRMB656.1 million in the fourth quarter of 2020.Loss from operations was RMB111.9 million (US$17.1 million) in the first quarter of 2021, compared withRMB158.5 million in the fourth quarter of 2020.Income tax expense wasRMB176.3 million (US$26.9 million) in the first quarter of 2021, compared withRMB110.6 million in the fourth quarter of 2020, primarily due to an increase in taxable income.GAAPnet loss was RMB267.0 million (US$40.8 million) in the first quarter of 2021, compared withRMB236.7 million in the fourth quarter of 2020.Non-GAAP net income was RMB610.5 million(US$93.2 million) in the first quarter of 2021, representing an increase of 45.6% fromRMB419.3 millionin the fourth quarter of 2020.GAAP basic and diluted net loss per American depositary share (\"ADS\") were bothRMB0.174(US$0.027)in the first quarter of 2021, compared toRMB0.165in the fourth quarter of 2020.Non-GAAP basic and diluted netincome per ADS[2]were both RMB0.398(US$0.061)in the first quarter of 2021, compared toRMB0.292in the fourth quarter of 2020.Balance SheetAs ofMarch 31, 2021, the Company had cash and cash equivalents, restricted cash, short-term bank deposits, short-term investments and long-term bank deposits ofRMB14,437.8 million (US$2,203.6 million), compared toRMB3,421.4 millionas ofDecember 31, 2020. The increase was primarily due to net proceeds raised in the Company's initial public offering inJanuary 2021. As of March 31, 2021, approximatelyUS$1,647.2 million(RMB10,792.2 million) was denominated in U.S. dollars.Business OutlookFor the second quarter of 2021, the Company currently expects net revenues to exceedRMB2,850 million, and expects non-GAAP net income to exceedRMB720 million. The Company's expected GAAP net income will include share-based compensation expenses which depend on the Company's share price and are not available without unreasonable efforts. The Company currently also expects gross margin to remain steady.The above outlook is based on the current market conditions, including those related to the COVID-19 pandemic, and reflects the Company's preliminary estimates of market and operating conditions, and users' demand, which are all subject to change. Please refer to \"Safe Harbor Statement\" in this press release for risks associated with forward-looking statements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184272355,"gmtCreate":1623717408877,"gmtModify":1631883987235,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"I’m gonna buy one of&nbsp;these","listText":"I’m gonna buy one of&nbsp;these","text":"I’m gonna buy one of these","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184272355","repostId":"1137100022","repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","TXN":"德州仪器","IFNNF":"Infineon Technologies AG","0KED.UK":"英飞凌","ON":"安森美半导体"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340945848,"gmtCreate":1617334098184,"gmtModify":1634521360036,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340945848","repostId":"1159361065","repostType":4,"repost":{"id":"1159361065","pubTimestamp":1617332969,"share":"https://www.laohu8.com/m/news/1159361065?lang=&edition=full","pubTime":"2021-04-02 11:09","market":"us","language":"en","title":"My 36 Stock $338K Portfolio: Back Into China","url":"https://stock-news.laohu8.com/highlight/detail?id=1159361065","media":"seeking alpha","summary":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China sto","content":"<p>Summary</p>\n<ul>\n <li>Some major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.</li>\n <li>I also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.</li>\n <li>A portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2e294fb94acf2a7afdc72d4a5a19699c\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Photo by Darren415/iStock via Getty Images</p>\n<p>It is my firm belief that 80% of money managers can't outperform the S&amp;P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.</p>\n<p><b>Contributions:</b></p>\n<p>During the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&amp;P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Fund</p></td>\n   <td><p>SPY</p></td>\n   <td><p>Welsh</p></td>\n   <td><p>Welsh Minus Contributions</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Jan 2021</p></td>\n   <td><p>-1.02%</p></td>\n   <td><p>2.85%</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Feb 2021</p></td>\n   <td><p>2.84%</p></td>\n   <td><p>2.59%</p></td>\n   <td><p>-1.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>% Gain Mar 2021</p></td>\n   <td><p>4.16%</p></td>\n   <td><p>1.53%</p></td>\n   <td><p>1.53%</p></td>\n  </tr>\n  <tr>\n   <td><p>YTD GAINS</p></td>\n   <td><p>5.96%</p></td>\n   <td><p>7.12%</p></td>\n   <td><p>2.66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Regular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&amp;P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.</p>\n<p>Here's how the SPY has tracked over the beginning of 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/bd63a468f0271481b3d2886431b9b666\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>My portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Welsh Portfolio</p></td>\n   <td><p>Stocks</p></td>\n   <td><p>Index/Mutual Funds</p></td>\n   <td><p>Bonds</p></td>\n   <td><p>Domestic</p></td>\n   <td><p>International</p></td>\n  </tr>\n  <tr>\n   <td><p>December 2020</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>85%</p></td>\n   <td><p>15%</p></td>\n  </tr>\n  <tr>\n   <td><p>January 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>2.6%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n  <tr>\n   <td><p>February 2021</p></td>\n   <td><p>72%</p></td>\n   <td><p>28%</p></td>\n   <td><p>3%</p></td>\n   <td><p>89%</p></td>\n   <td><p>11%</p></td>\n  </tr>\n  <tr>\n   <td><p>March 2021</p></td>\n   <td><p>73%</p></td>\n   <td><p>27%</p></td>\n   <td><p>3%</p></td>\n   <td><p>87%</p></td>\n   <td><p>13%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Here are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.</p>\n<p><b>The Welsh Portfolio 2021</b></p>\n<p>Source: Author</p>\n<p><b>The Information Technology Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AAPL</p></td>\n   <td><p>$1,830</p></td>\n   <td><p>$18,300</p></td>\n   <td><p>$183,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$QCOM</p></td>\n   <td><p>$820</p></td>\n   <td><p>$8,200</p></td>\n   <td><p>$82,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$XLNX</p></td>\n   <td><p>$860</p></td>\n   <td><p>$8,600</p></td>\n   <td><p>$86,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$DELL</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RBOX</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>18.3%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.</p>\n<p>2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.</p>\n<p>3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.</p>\n<p>4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.</p>\n<p>5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.</p>\n<p><b>Sold:</b>Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.</p>\n<p><b>The Health Care Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$ARWR</p></td>\n   <td><p>$1,520</p></td>\n   <td><p>$15,200</p></td>\n   <td><p>$152,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDT</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MDXG</p></td>\n   <td><p>$1,720</p></td>\n   <td><p>$17,200</p></td>\n   <td><p>$172,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$LLY</p></td>\n   <td><p>$460</p></td>\n   <td><p>$4,600</p></td>\n   <td><p>$46,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PFE</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MNKD</p></td>\n   <td><p>$110</p></td>\n   <td><p>$1,100</p></td>\n   <td><p>$11,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SMMT</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>19.9%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.</p>\n<p>7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.</p>\n<p>8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.</p>\n<p>9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.</p>\n<p>10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.</p>\n<p>11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.</p>\n<p>12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.</p>\n<p><b>The Communication Services Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$DIS</p></td>\n   <td><p>$2,010</p></td>\n   <td><p>$20,100</p></td>\n   <td><p>$201,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BIDU</p></td>\n   <td><p>$540</p></td>\n   <td><p>$5,400</p></td>\n   <td><p>$54,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TME</p></td>\n   <td><p>$300</p></td>\n   <td><p>$3,000</p></td>\n   <td><p>$30,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$WWE</p></td>\n   <td><p>$590</p></td>\n   <td><p>$5,900</p></td>\n   <td><p>$59,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GOOGL</p></td>\n   <td><p>$410</p></td>\n   <td><p>$4,100</p></td>\n   <td><p>$41,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>15.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.</p>\n<p>14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.</p>\n<p>15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.</p>\n<p>16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.</p>\n<p>17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.</p>\n<p><b>Sold:</b>Sold my AT&amp;T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.</p>\n<p><b>The Financial Sector (Aim = 15% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$GBTC</p></td>\n   <td><p>$2,450</p></td>\n   <td><p>$24,500</p></td>\n   <td><p>$245,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HSBC</p></td>\n   <td><p>$210</p></td>\n   <td><p>$2,100</p></td>\n   <td><p>$21,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$RPLA</p></td>\n   <td><p>$1,280</p></td>\n   <td><p>$12,800</p></td>\n   <td><p>$128,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>16.1%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&amp;P 500 this month. Still absolutely love it though as my top investment.</p>\n<p>19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.</p>\n<p>20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.</p>\n<p><b>Sold:</b>Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.</p>\n<p><b>The Consumer Discretionary Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSLA</p></td>\n   <td><p>$330</p></td>\n   <td><p>$3,300</p></td>\n   <td><p>$33,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$TSCO</p></td>\n   <td><p>$520</p></td>\n   <td><p>$5,200</p></td>\n   <td><p>$52,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$MELI</p></td>\n   <td><p>$290</p></td>\n   <td><p>$2,900</p></td>\n   <td><p>$29,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$BABA</p></td>\n   <td><p>$450</p></td>\n   <td><p>$4,500</p></td>\n   <td><p>$45,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>6.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.</p>\n<p>22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.</p>\n<p>23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.</p>\n<p>24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.</p>\n<p><b>Sold:</b>Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.</p>\n<p><b>The Consumer Staples Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$PG</p></td>\n   <td><p>$500</p></td>\n   <td><p>$5,000</p></td>\n   <td><p>$50,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PEP</p></td>\n   <td><p>$440</p></td>\n   <td><p>$4,400</p></td>\n   <td><p>$44,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$GIS</p></td>\n   <td><p>$390</p></td>\n   <td><p>$3,900</p></td>\n   <td><p>$39,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>5.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>25. Procter &amp; Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head &amp; Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.</p>\n<p>26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).</p>\n<p>27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.</p>\n<p><b>The Industrials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$J</p></td>\n   <td><p>$870</p></td>\n   <td><p>$8,700</p></td>\n   <td><p>$87,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$SPCE</p></td>\n   <td><p>$550</p></td>\n   <td><p>$5,500</p></td>\n   <td><p>$55,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$AXON</p></td>\n   <td><p>$420</p></td>\n   <td><p>$4,200</p></td>\n   <td><p>$42,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>7.5%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.</p>\n<p>29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.</p>\n<p>30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).</p>\n<p><b>Sold:</b>Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.</p>\n<p><b>The Materials Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$CLF</p></td>\n   <td><p>$480</p></td>\n   <td><p>$4,800</p></td>\n   <td><p>$48,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.</p>\n<p><b>Sold:</b>Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.</p>\n<p><b>The Energy Sector (Aim = 6% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30k</p></td>\n   <td><p>$300k</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$RDS/B</p></td>\n   <td><p>$180</p></td>\n   <td><p>$1,800</p></td>\n   <td><p>$18,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$PBR</p></td>\n   <td><p>$360</p></td>\n   <td><p>$3,600</p></td>\n   <td><p>$36,000</p></td>\n  </tr>\n  <tr>\n   <td><p>$HAL</p></td>\n   <td><p>$340</p></td>\n   <td><p>$3,400</p></td>\n   <td><p>$34,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.6%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.</p>\n<p>33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.</p>\n<p>34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.</p>\n<p><b>The Utility Sector (Aim = 5% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$NEE</p></td>\n   <td><p>$490</p></td>\n   <td><p>$4,900</p></td>\n   <td><p>$49,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>2.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.</p>\n<p><b>Sold:</b>Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).</p>\n<p><b>The Real Estate Sector (Aim = 3% of my Stock holdings)</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>$30K</p></td>\n   <td><p>$300K</p></td>\n   <td><p>$3M</p></td>\n  </tr>\n  <tr>\n   <td><p>$AMT</p></td>\n   <td><p>$730</p></td>\n   <td><p>$7,300</p></td>\n   <td><p>$73,000</p></td>\n  </tr>\n  <tr>\n   <td><p>% Portfolio</p></td>\n   <td><p>3.0%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.</p>\n<p><b>Bonds (2% of my Stock holdings)</b></p>\n<p>This asset class is currently satisfied by my mutual fund holdings.</p>\n<p><b>My top 10 Holdings and Percentage of my Portfolio</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Stock</p></td>\n   <td><p>Sector</p></td>\n   <td><p>% Portfolio</p></td>\n  </tr>\n  <tr>\n   <td><p>Bitcoin</p></td>\n   <td><p>Financials</p></td>\n   <td><p>7.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Disney</p></td>\n   <td><p>Communication Services</p></td>\n   <td><p>5.9%</p></td>\n  </tr>\n  <tr>\n   <td><p>Apple</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>5.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>MiMedx</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>5.1%</p></td>\n  </tr>\n  <tr>\n   <td><p>Arrowhead</p></td>\n   <td><p>Health Care</p></td>\n   <td><p>4.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Finance of America</p></td>\n   <td><p>Financials</p></td>\n   <td><p>3.8%</p></td>\n  </tr>\n  <tr>\n   <td><p>Jacobs Engineering</p></td>\n   <td><p>Industrials</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>Xilinx</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.6%</p></td>\n  </tr>\n  <tr>\n   <td><p>QUALCOMM</p></td>\n   <td><p>Info Tech</p></td>\n   <td><p>2.4%</p></td>\n  </tr>\n  <tr>\n   <td><p>American Tower</p></td>\n   <td><p>REIT</p></td>\n   <td><p>2.2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total % of Portfolio</p></td>\n   <td><p>~41.7%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Staying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My 36 Stock $338K Portfolio: Back Into China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMy 36 Stock $338K Portfolio: Back Into China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4417236-36-stock-338k-portfolio-back-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159361065","content_text":"Summary\n\nSome major changes in my portfolio in March including an entrance back into a few China stocks, some new Healthcare picks, and a new large financial SPAC position.\nI also sold off some of my more defensive value positions during the last rotation to add to some of my key tech positions including Apple.\nA portfolio built for individual investors to outperform the majority of money managers through diversity and risk with the goal to be worth millions in retirement.\n\nPhoto by Darren415/iStock via Getty Images\nIt is my firm belief that 80% of money managers can't outperform the S&P 500 index over time due primarily to the fees they charge their clients. Each and every individual person intent on having the happiest retirement possible could and should take charge of their retirement portfolios and invest in simple index/mutual funds and/or a balanced portfolio like the one I have set up to maximize returns over decades of performance.\nContributions:\nDuring the month of January, my retirement portfolio had $2,100 in contributions added to it. In February, my spouse and I contributed $12,000 to our IRA portfolios for 2020 with the goal to do another $12,000 in IRA contributions for 2021 later on this year. March had no meaningful retirement contributions for stocks or Mutual Funds. Here is how my portfolio performed compared to the SPDR S&P 500 Trust (SPY) over the beginning of 2021. The rotation to value ended up smashing my portfolio for the month but I am in great position for a rebound if that trend ends as I loaded up on unloved growth stocks and tech names.\n\n\n\nFund\nSPY\nWelsh\nWelsh Minus Contributions\n\n\n% Gain Jan 2021\n-1.02%\n2.85%\n2.2%\n\n\n% Gain Feb 2021\n2.84%\n2.59%\n-1.1%\n\n\n% Gain Mar 2021\n4.16%\n1.53%\n1.53%\n\n\nYTD GAINS\n5.96%\n7.12%\n2.66%\n\n\n\nRegular contributions to your retirement portfolio help your portfolio to grow even on less than ideal months where you fail to outperform the S&P 500. Not every month will be a winner, but regular contributions can help make anyone's performance look good over time.\nHere's how the SPY has tracked over the beginning of 2021.\nData byYCharts\nMy portfolio was divided up to start 2021 at around 73% stocks and around 27% mutual and index funds with the goal to increase stocks to over 80% of my portfolio over time. It is currently built with approximately 87% domestic stocks and 13% foreign stocks as I have added China stocks this month again to my portfolio. I have about 3% of my portfolio in bond mutual funds so that I know how they work and to have at least a little exposure to this sector over time. I plan to have bonds be a very small portion of my portfolio up to right around age 65. Diversification lifts my whole portfolio's returns over time, so finding the best stocks in every sector is a goal for me each and every year. Here are some of the main changes sincemy last portfolio article in February of 2021.\n\n\n\nWelsh Portfolio\nStocks\nIndex/Mutual Funds\nBonds\nDomestic\nInternational\n\n\nDecember 2020\n72%\n28%\n3%\n85%\n15%\n\n\nJanuary 2021\n73%\n27%\n2.6%\n87%\n13%\n\n\nFebruary 2021\n72%\n28%\n3%\n89%\n11%\n\n\nMarch 2021\n73%\n27%\n3%\n87%\n13%\n\n\n\nHere are the details of my personal ~$338k portfolio then, based on values of approximately $30k, $300k, and $3 million broken down by sectors with brief descriptions of each stock in each sector. The best thing about my portfolio setup is that it is scalable so that people interested in following a similar path can set up their portfolios to follow my path no matter how small or large their holdings are. With fee-free trading and the advent of fractional shares, investors are more capable than ever in setting up amazing portfolios even when starting from scratch.\nThe Welsh Portfolio 2021\nSource: Author\nThe Information Technology Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AAPL\n$1,830\n$18,300\n$183,000\n\n\n$QCOM\n$820\n$8,200\n$82,000\n\n\n$XLNX\n$860\n$8,600\n$86,000\n\n\n$DELL\n$490\n$4,900\n$49,000\n\n\n$RBOX\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n18.3%\n\n\n\n1. Apple (AAPL) should be considered as a potential cornerstone piece to any portfolio as one of the world's largest and most profitable companies that prints money almost faster than the Fed. I used the latest rotation from high growth to value in the market in March to add to my stockpile of Apple as the stock hasn't noticeably appreciated in the last 6 months. I hope to keep adding some shares monthly as I think it is a great value at this time and a long-term winner.\n2. QUALCOMM (QCOM) is a major technology solutions provider for companies like Apple and will be an integral part of upcoming transformational secular revolutions like 5G. It's currently my 8th largest individual position with no plans to ever sell currently.\n3. Xilinx (XLNX) is being acquired by Advanced Micro Devices (AMD) in a$35B all-stock transactionhopefully before the end of 2021. I love the built-in arbitrage of all-stock transactions like this for tremendous companies like AMD and didn't mind selling my AMD in 2020 to buy Xilinx. I boosted my shares in Xilinx by a noticeable amount in March after its latest pullback. After this latest add not sure if I will get to add more shares before the end of the year when the AMD deal is close to finishing.\n4. Dell (DELL) is a legacy holding which continues to aggressively grow through value acquisitions like the$67B EMC dealand the future potential full acquisition of the hybrid cloud giant VMware (NYSE:VMW) which it owns ~80% of. Michael Dell is a shareholder winner through and through and following in his stock footpaths I think is a good long-term decision.\n5. Roblox (RBLX) is a teen gaming platform that came public through a direct listing in March of 2021. My hope was that it does not come out of the gate as hot as earlier IPOs DoorDash (DASH) and Airbnb (ABNB), which were too expensive for investing in for me personally when they premiered. I was very happy to get in at the IPO price of $64 a share for a large holding which I might add to in the coming months if it continues to linger around the IPO price or lower. I always try to have an eye on what younger generations are loving and this platform is expanding and growing phenomenally.\nSold:Sold my Microsoft(NASDAQ:MSFT)stock as it was a small position and I wanted to add to my Apple shares as a core holding.\nThe Health Care Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$ARWR\n$1,520\n$15,200\n$152,000\n\n\n$MDT\n$460\n$4,600\n$46,000\n\n\n$MDXG\n$1,720\n$17,200\n$172,000\n\n\n$LLY\n$460\n$4,600\n$46,000\n\n\n$PFE\n$300\n$3,000\n$30,000\n\n\n$MNKD\n$110\n$1,100\n$11,000\n\n\n$SMMT\n$290\n$2,900\n$29,000\n\n\n% Portfolio\n19.9%\n\n\n\n6. Arrowhead Pharmaceuticals (ARWR) is my 4th largest individual stock position as an RNAi juggernaut entering key Phase 3 trials in 2021. A lovely balance sheet with key partnerships with Janssen (JNJ) and Amgen (AMGN) significantly de-risk its TRiM platform as it continues to expand into additional cell types. It has had a nice consolidation around $80 for a bit now so hopefully some good news will be all it needs to reach for that $100 handle.\n7. Medtronic (MDT) Health Care device maker that I think has significant upside from COVID-19 issues for years to come. Hospitals will need the best equipment companies like Medtronic provide as health issues from Covid-19 could persist for years.\n8. MiMedx (MDXG) was my largest individual stock position for a good portion of 2020 as the company made momentous strides in getting its financials back in order and re-listed on the NASDAQ. I trimmed this position after re-listing as its potentially game-changing knee osteoarthritis data comes out later in 2021. I hope to slowly add back to this position in 2021.\n9. Eli Lilly (LLY) is a favored legacy holding that I hope to slowly add to over time and never sell. Some amazing drugs and a pipeline of potential game changing candidates can give this company real zip when good data hits.\n10. Pfizer (PFE) A healthcare behemoth with a big stake in the fight against COVID-19. It seems like a great deal at current prices after its pullback from recent highs to start the year warranting me starting a new position in the company in late February.\n11. MannKind(NASDAQ:MNKD)Is a former legacy holding that I decided to jump back into after its recent$200M capital raisealong with its collaboration with United Therapeutics.\n12. Summit Therapeutics (SMMT) is also a former holding of mine that I sold after I had about tripled my money in. I love the CDC? And gonorrhea candidates in the coming years along with the CEO and majority shareholders backing as a sub $500M company. I plan on doubling my current shares in April when itsrights offeringexpires.\nThe Communication Services Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$DIS\n$2,010\n$20,100\n$201,000\n\n\n$BIDU\n$540\n$5,400\n$54,000\n\n\n$TME\n$300\n$3,000\n$30,000\n\n\n$WWE\n$590\n$5,900\n$59,000\n\n\n$GOOGL\n$410\n$4,100\n$41,000\n\n\n% Portfolio\n15.7%\n\n\n\n13. Disney (DIS) will crush Netflix (NFLX) over time as its streaming platform continues to grow by leaps and bounds. Forever stock for me as my 2nd largest individual stock holding while always looking to add cheap shares. Unfortunately, pullbacks have been few and far between meaning I might not be adding shares until the end of 2021.\n14. Baidu (BIDU) My main grab on re-entering the China space. The recent meltdown in stocks from the Hwang family office, Archegos Capital, means that stocks like Baidu are trading at a tremendous discount to where they were just a couple months ago with their fundamentals still intact.\n15. Tencent (TME) Another victim of Archegos Capital, Tencent is a leader in China's music entertainment industry which also initiated a $1B share repurchase buyback program after the crash of its shares.\n16. World Wrestling Entertainment (WWE) is one of the few remaining live event media stocks growing globally, while always a potential takeover target from juggernauts like Disney. Plus, late at night, when finding a good streaming movie seems virtually impossible, putting on a mindless WWE match serves as a great way to end the day for me at least.\n17. Alphabet (GOOGL) One of the latest adds to my portfolio from the infamous FANG names which will most likely land in the never sell category. I prefer it currently over the likes of Facebook (FB) due to privacy issues but that might just be a transitory feeling.\nSold:Sold my AT&T (T) as I sold a lot of defensive names to take advantage of the sell off of quality technology stocks.\nThe Financial Sector (Aim = 15% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$GBTC\n$2,450\n$24,500\n$245,000\n\n\n$HSBC\n$210\n$2,100\n$21,000\n\n\n$RPLA\n$1,280\n$12,800\n$128,000\n\n\n% Portfolio\n16.1%\n\n\n\n18. Bitcoin (GBTC) soared over the back part of 2020 and rallied even more to start 2021 by reaching new all-time highs. Even after the most recent significant pullback, it is still my largest individual stock position as institutions continue to take a greater interest in it. As world banks and the Fed continue to print money like it's going out of style due to COVID-19, alternate money sources like Bitcoin could easily continue to see outsized gains in my opinion. EvenElon Musk likes it. Its pullback to end the month is one of the main reasons for my underperformance to the S&P 500 this month. Still absolutely love it though as my top investment.\n19. HSBC Bank (HSBC) is a legacy holding that might finally see some upside if the United Kingdom can ever get Brexit resolved. That of course, might be a big if.\n20. Finance of America (RPLA) My new value SPAC that goes public on April 1st of 2021. I believe it has a lot of hidden value in the stock which hopefully will be realized upon going public or over its first couple of earnings reports. The goal is to make some nice quick profits in the name and then transfer back into companies like JPMorgan again.\nSold:Sold my stock in JPMorgan (JPM) and BlackRock (BLK) as I took a big position in Finance of America as a value SPAC that I hope to trade out of in the near future after it goes public or after its first earnings report or two.\nThe Consumer Discretionary Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$TSLA\n$330\n$3,300\n$33,000\n\n\n$TSCO\n$520\n$5,200\n$52,000\n\n\n$MELI\n$290\n$2,900\n$29,000\n\n\n$BABA\n$450\n$4,500\n$45,000\n\n\n% Portfolio\n6.5%\n\n\n\n21. Tesla (TSLA) continues to dominate the world of online retail, cloud, and virtually anything else it expands into like no other company in history. Is on my current never-sell list with a small celebration every time I can add another share.\n22. Tractor Supply Company (TSCO) quietly continues to perform as one of the best companies in retail mostly immune to Amazon's dominance. Itsacquisition of Petsensemakes a lot of sense now, especially with the growth of everything pet in the wake of COVID-19.\n23. MercadoLibre (MELI) is Latin America's Amazon. One of the best international stocks in my portfolio that I really should add more to on pullbacks.\n24. Alibaba (BABA) A pillar of Chinese stocks so an obvious add here although it wasn't directly involved in the latest large market sell off. Also the reason I sold my Amazon stock.\nSold:Sold Amazon (AMZN) in order to get some exposure to China stocks including its Chinese counterpart Alibaba.\nThe Consumer Staples Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$PG\n$500\n$5,000\n$50,000\n\n\n$PEP\n$440\n$4,400\n$44,000\n\n\n$GIS\n$390\n$3,900\n$39,000\n\n\n% Portfolio\n5.5%\n\n\n\n25. Procter & Gamble (PG) is a legacy holding that sports a decent growing dividend along with many best in class brands like Olay, Head & Shoulders, Dawn, and Charmin. Always nice to have some stalwarts for the upcoming recessions and depressions.\n26. PepsiCo (PEP) is a phenomenal drink company with brands like Pepsi-Cola, Gatorade, and Tropicana along with amazing growth in the snack category with Frito-Lay that, in my mind, sets it apart from competitors like Coke (KO).\n27. General Mills (GIS) is a legacy holding for me with a great dividend that experienced a huge turnaround during COVID-19 with its brands, including its$8B acquisition of Blue Buffaloin 2018. Its former debt concerns have mostly evaporated as it has shored up its balance sheet and continues to benefit from the stay-at-home movement.\nThe Industrials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$J\n$870\n$8,700\n$87,000\n\n\n$SPCE\n$550\n$5,500\n$55,000\n\n\n$AXON\n$420\n$4,200\n$42,000\n\n\n% Portfolio\n7.5%\n\n\n\n28. Jacobs Engineering (J) is a legacy holding I have loved for years. A long-time no-debt company that makes super-smart acquisitions now has low debt and has initiated a dividend which it should be able to grow nicely over the coming years. Its focus on carbon neutrality and diversity in its workforce makes it a prime target for the younger generation. It is currently my 10th largest holding in my retirement portfolio.\n29. Virgin Galactic (SPCE) is one of the premier ways to play future commercial space flight. With its next test launch scheduled for May this is a wait and see stock at this time.\n30. Axon (AXON) is the maker of Taser as well as the bodysuits, cameras, and cloud software for officers across the United States. Phenomenal gains in this stock recently as well to start 2021. So many great stocks, so little money :).\nSold:Sold my Global Ship Lease (GSL) as that trade played out for a small gain to invest back into beaten down tech names as well as Chinese stocks at the end of the month.\nThe Materials Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$CLF\n$480\n$4,800\n$48,000\n\n\n% Portfolio\n2.0%\n\n\n\n31. Cleveland-Cliffs (CLF) is an Iron Range stock that acquiredAK Steelat the end of 2019 and, more recently, announced the acquisition of ArcelorMittal (NYSE:MT) in late 2020 in adeal valued at $3.3B. Cleveland-Cliffs is well on its way to becoming a fully integrated steelmaker with clout in the U.S. A bipartisan infrastructure bill later in the year could do wonders for the iron and steel markets, but that is all hypothetical at this point and time.\nSold:Sold my Barrick Gold (GOLD) stock as I am tired of taking the hits even with the phenomenal dividend. I'm looking to re-enter the stock in a couple months when hopefully the selling pressure eases.\nThe Energy Sector (Aim = 6% of my Stock holdings)\n\n\n\nStock\n$30k\n$300k\n$3M\n\n\n$RDS/B\n$180\n$1,800\n$18,000\n\n\n$PBR\n$360\n$3,600\n$36,000\n\n\n$HAL\n$340\n$3,400\n$34,000\n\n\n% Portfolio\n3.6%\n\n\n\n32. Royal Dutch Shell (RDS.B) is a leader in the oil industry with a dividend that management is looking to grow quickly after it slashed it earlier in 2020 due to COVID-19 concerns.\n33. Petrobras (PBR) is a Brazil-based oil play with lots of potential if it can get past its scandal-ridden past. Unfortunately, Brazil President Bolsonaro recently named General Joaquim Silva e Luna to replace current CEO Roberto Castello Branco resulting in a huge crisis of faith in the company in its latest scandal. Can only be uphill from here I keep telling myself.\n34. Halliburton (HAL) is a U.S.-based oil service company that dominates services in the North American market.\nThe Utility Sector (Aim = 5% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$NEE\n$490\n$4,900\n$49,000\n\n\n% Portfolio\n2.0%\n\n\n\n35. NextEra Energy (NEE) is a top utility play with a tremendous dividend which are the main features I look for in the Utility sector. It got slashed with the move to add further risk to my portfolio.\nSold:Sold my Dominion (D) and Duke (DUK) stocks in a transfer from more defensive names to more growth orientated names like NextEra Energy (NEE) along with wanting to add to my tech names like Apple (AAPL) and Xilinx (XLNX).\nThe Real Estate Sector (Aim = 3% of my Stock holdings)\n\n\n\nStock\n$30K\n$300K\n$3M\n\n\n$AMT\n$730\n$7,300\n$73,000\n\n\n% Portfolio\n3.0%\n\n\n\n36. American Tower (AMT) is a premier U.S. cell phone tower company aggressively expanding globally across a few more continents. 5G evolution could be a lucrative tailwind for years to come. Can't think of a reason to add another real estate play so I just plan to keep adding to this holding over time.\nBonds (2% of my Stock holdings)\nThis asset class is currently satisfied by my mutual fund holdings.\nMy top 10 Holdings and Percentage of my Portfolio\n\n\n\nStock\nSector\n% Portfolio\n\n\nBitcoin\nFinancials\n7.2%\n\n\nDisney\nCommunication Services\n5.9%\n\n\nApple\nInfo Tech\n5.4%\n\n\nMiMedx\nHealth Care\n5.1%\n\n\nArrowhead\nHealth Care\n4.5%\n\n\nFinance of America\nFinancials\n3.8%\n\n\nJacobs Engineering\nIndustrials\n2.6%\n\n\nXilinx\nInfo Tech\n2.6%\n\n\nQUALCOMM\nInfo Tech\n2.4%\n\n\nAmerican Tower\nREIT\n2.2%\n\n\nTotal % of Portfolio\n~41.7%\n\n\n\nStaying diversified across all sectors of the economy while making larger bets on your favorite stocks is a great way not only to beat the market, but have fun doing it as well. Stocks are one of the best ways to build wealth for retirement, and everyone should have the opportunity to share in the success of the best companies the world has to offer. Best of luck on another productive and lucrative year in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180001771,"gmtCreate":1623162915593,"gmtModify":1634036264276,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Will Tesla hit $900 again?","listText":"Will Tesla hit $900 again?","text":"Will Tesla hit $900 again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180001771","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119063018,"gmtCreate":1622509053734,"gmtModify":1634101005001,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"How is that going to help, I wonder","listText":"How is that going to help, I wonder","text":"How is that going to help, I wonder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119063018","repostId":"1144919508","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355247985,"gmtCreate":1617079670747,"gmtModify":1631886601131,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>cry","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>cry","text":"$Nano Dimension(NNDM)$cry","images":[{"img":"https://static.tigerbbs.com/619bff47afce89fe9edb249dc5404d5b","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355247985","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":693935807,"gmtCreate":1639959357498,"gmtModify":1639959357553,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Santa I want Xmas presents thanks&nbsp;","listText":"Santa I want Xmas presents thanks&nbsp;","text":"Santa I want Xmas presents thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693935807","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842761876,"gmtCreate":1636245648010,"gmtModify":1636245648138,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"No more chance?","listText":"No more chance?","text":"No more chance?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842761876","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846483392,"gmtCreate":1636104799275,"gmtModify":1636104799275,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Lai a&nbsp;","listText":"Lai a&nbsp;","text":"Lai a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846483392","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163414130,"gmtCreate":1623891198020,"gmtModify":1634026378913,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>very sad","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>very sad","text":"$Alibaba(BABA)$very sad","images":[{"img":"https://static.tigerbbs.com/652506851f4381fdb278534fdaa4d2a7","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163414130","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169772710,"gmtCreate":1623852335430,"gmtModify":1634027064777,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Why is the market sentiment so bad today?","listText":"Why is the market sentiment so bad today?","text":"Why is the market sentiment so bad today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169772710","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185072388,"gmtCreate":1623628933344,"gmtModify":1634031080014,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Will SingTel soar to the sky today?","listText":"Will SingTel soar to the sky today?","text":"Will SingTel soar to the sky today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185072388","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186789496,"gmtCreate":1623542341915,"gmtModify":1634032079739,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Very useful information","listText":"Very useful information","text":"Very useful information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186789496","repostId":"1143408374","repostType":4,"repost":{"id":"1143408374","pubTimestamp":1623536483,"share":"https://www.laohu8.com/m/news/1143408374?lang=&edition=full","pubTime":"2021-06-13 06:21","market":"us","language":"en","title":"Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public","url":"https://stock-news.laohu8.com/highlight/detail?id=1143408374","media":"cnbc","summary":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, ","content":"<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBranson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143408374","content_text":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC confirmed on Saturday.\nThe SPAC, led by a former Goldman Sachs partner, is NextGen Acquisition II, a person familiar with the discussions told CNBC.\nA deal expected to be announced in the coming weeks, the person said.\n\nVirgin Orbit, the satellite-launching spinoff ofSir Richard Branson’sVirgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC led by a formerGoldman Sachspartner, CNBC confirmed Saturday.\nThe company is in talks on a deal withNextGen Acquisition II, a person familiar with the discussions told CNBC. NextGen II is a special purpose acquisition company led by George Mattson, who previously co-led Goldman’s global industrials group.\nSky News first reportedthe talks on Saturday, saying a deal is expected to be announced in the coming weeks. Virgin Orbit declined CNBC’s request for comment.\nThe company is a spin-off of Branson’s space tourism company Virgin Galactic.Virgin Orbit isprivately heldby Branson’s multinational conglomerate Virgin Group, with a minority stake from Abu Dhabi sovereign wealth fund Mubadala.\nVirgin Orbit uses a modified Boeing 747 aircraft to launch its rockets, a method known as air launch. Rather than launch rockets from the ground, like competitors such as Rocket Lab or Astra, the company’s aircraft carries its LauncherOne rockets up to about 45,000 feet altitude and drops them just before they fire the engine and accelerate into space –a method the company touts as more flexiblethan a ground-based system.\nLauncherOne is designed to carry small satellites that weigh up to 500 kilograms, or about 1,100 pounds,into space. Virgin Orbit completed its first successful launch in January, and plans to conduct its second later this month.\nNext Gen II raised $375 million when it completed its initial public offering in October. The funds would largely go to help Virgin Orbit scale its business. Virgin Orbit CEO Dan Hart told CNBC in October that the company was seeking to raise about $150 million in fresh capital.\nBranson took Virgin Galactic publicthrough a SPAC deal in 2019withbillionaire investor Chamath Palihapitiya.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186780469,"gmtCreate":1623542307051,"gmtModify":1634032080825,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"The market&nbsp;Tomorrow will be bullish, trust me","listText":"The market&nbsp;Tomorrow will be bullish, trust me","text":"The market Tomorrow will be bullish, trust me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186780469","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186511151,"gmtCreate":1623509815173,"gmtModify":1634032249539,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"Goodnight world","listText":"Goodnight world","text":"Goodnight world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186511151","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180869063,"gmtCreate":1623198669352,"gmtModify":1634035953400,"author":{"id":"3579324951446439","authorId":"3579324951446439","name":"BullishMarke","avatar":"https://static.tigerbbs.com/9df222fd134211896f2319bce8b4e3fa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579324951446439","authorIdStr":"3579324951446439"},"themes":[],"htmlText":"It’s going to be a bullish market today&nbsp;","listText":"It’s going to be a bullish market today&nbsp;","text":"It’s going to be a bullish market today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180869063","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}