One thing i realize about China Tech stocks .. you can do whatever analysis, but a lot still depends on what the CCP says and do. Unless the crackdown stops and the regulators shows sign of easing, the rebound will not come.
hi josh...thks for tis vid...i went in to HST ard mid dec averaging at 1.003...quite stumped by the rate of fall to-date...n has atopped buying...ur vid gives me confidence to relook at the DCA strategy. Thk u!!
I very much prefer you to that someone who is the no 1 tesla bull. You are much more strategic, conservative and humble. You are best suited for most retail investors out there
everyone has different risk appetites. i think i know who you are talking about. both are great but I'm definitely more aggressive. if you want to gain big, you have to take risks. there's a reason why their portfolios have quite a difference.
To this point, ive heard of some wisdom before that applies here that I can share. In the world of your money, you decide when you have won. It doesn't matter what someone else gained in investments or earned as income. There will always be someone with more. So...as long as youve move yourself and your family forward each year towards the goals, you should feel happy already =)
作为中国人，我本人是不敢买中概股的，中国公司很容易受到政府的打击, 打击也不需要原因。虽然很多人买中概股赚了钱but I myself just buy American stocks or ETF'S , I might earn less but I can sleep soundly at night.
Hi Josh, it has been 7 mths and a lot has happened. I believe you have also completed your DCA plan for the HSTech index unless you have revised your plan. Can you share some views on this index and what is happening in HK and China, whether this index is still worth doing DCA. thank you
@@joshconsultancy hi josh...thks for your kind reply. With all the happenings with tech, what time horizon r u looking at to see the index coming back up?
I am vested in Capitaland China Trust.. which is good on valuation and yield... hopefully we can see a higher low for CLCT. Lucky to have clear all China equity earlier and escape from the fall... who can imagine BABA at $110-$120 level few months back.. Will be interested to see how other investors get into china tech.... ETF? Unit Trust? Hope to learn something here.
CLCT has been declining too recently but I do think they are sound. "who can imagine BABA at $110-$120 level few months back" - indeed. For anyone keen to learn on investing and emotion handling, this is actually a very good test bed to understand bear markets. Its always a matter of time before global equity markets or even crypto markets hit a 1y bear like that we saw in GFC
@Josh Tan - TheAstuteParent CLCT is a good bet for me. Good parent and gearing is low while dividend yield is good. Buy and hold as i am strong believer in China long term growth. There is a video clip on Tiktok talking about US printing money and then raise interest rate (previous asia crisis) to transfer their debt to everyone else. This time round, China is well prepared as they take early action on the property bubbles. The move to force Didi back to HK for listing maybe just the start.... (counter-measure) to stop US from using this trick again.
hi josh, a month has passed and HST has been making lower lows. What is your thoughts on this and are you still continuing with you DCA. Pls share your views. Thank you
Bear markets need a lot of patience. Hence the DCA is for 50weeks. Some updates here, have you seen ~ HOW I SAVE AND INVEST 70% OF MY INCOME | STEPS TO FINANCIAL FREEDOM 💥ua-cam.com/video/6xZHFUNNFm0/v-deo.html
I Did some comparison… comparing 1/3/5 years performance… JPM china A and Allianz china A performance are so much better than sfye’s. I suggest to DCA JPM and Allianz rather than sfye. ETF only to re-adjust every 3 to 6 month which is too long. China market are to fluid, PM needs eyeball the situation.
The approach is sound in my opinion. BTW do you have the TER of the china growth theme ? They don't specify. That's a show slower or stopper for me via syfe
It will be syfe fee on top of etf expense ratio, definitely not the cheapest idea. But I’m looking for system and automation, if the idea works and doesn’t cost me time, it will more than pay for it :)
May not have an answer. Generally I think thematics tend to focus on whats hyped up and popular. This china portfolio is an exception. The bigger impact factor could be your approach more than we can perform better.
I don't think it is anywhere near the bottom. Once income falls off for the government, they will start increasing more fines for more companies and individuals. Then the government will eat itself with more control. It will take a few years to sort out the mess. I would invest in other Asian markets as a safer alternative. However it will be interesting to see your results so I wish you the best of luck.
@@joshconsultancy Always have some money on the sideline for opportunity, just waiting for this video for more conviction. Yr style is very defensive, u know the downside risk is very low already.
Whats there to be afraid of i just dont get it. Just get a HK listed one even for ETFs. If you still insist on getting US listed ones, only buy companies which also has HK listing as well
Delisting is unlikely to occur. China is working on terms to ensure its companies can "show" sensitive data in auditing without compromising national security. There is so much that china can lose here - losing future foreign capital from biggest market in the world - that i dont think they will choose not to cooperate.
Always like being a contrarian investor and it has proven profitable time and again. Just wondering if there is any objective indicator (similar to the CNN Fear & Greed index for US stocks) to measure fear/greed sentiments for China stocks? Thanks for the vid!
No probs WJ, i also believe contrarian is very rewarding. No specific indicator but i guess a v simple way is to see what is hyped on social media. China tech is all fear right now with delisting and other concerns. The bear in 2021 has worn down many believers already
Not too sure about this.. the last time I watched your video on Ali baba’s impressive Q4 earnings back in Jan, I pumped in and lost 50% of what I put within. The stock is fundamentally sound but CCP isn’t
$1000 per week is too low for any meaningful investment. Your thumbnail states $50,000. Are you going to invest for 50 weeks with cash lying around?? This is the same problem CG had about your method, and he is right.
problem? interesting... is the problem too slow a pace or not getting a winning approach? Tip in life, define the problem correctly first and you save a lot of hassle.
Understand the background, personality of both UA-camrs first, you can then save your time comparing both approaches. Learn to appreciate both approaches so that you can then apply it to yourself when you are in different periods of your life and commitments.
One thing i realize about China Tech stocks .. you can do whatever analysis, but a lot still depends on what the CCP says and do. Unless the crackdown stops and the regulators shows sign of easing, the rebound will not come.
maybe. I view it as part of the overall pessimistic outlook
Don’t tikum lor. Wait for regulator to ease regulations before committing your money. There is no hurry to buy.
@@joshconsultancy now you know the statement is not always pessimistic？It is very realistic
You’re 100% correct 👍
hi josh...thks for tis vid...i went in to HST ard mid dec averaging at 1.003...quite stumped by the rate of fall to-date...n has atopped buying...ur vid gives me confidence to relook at the DCA strategy. Thk u!!
Happy for you aminmin =)
I very much prefer you to that someone who is the no 1 tesla bull. You are much more strategic, conservative and humble. You are best suited for most retail investors out there
agreed but have to say if I had followed him would prob be retired now...
everyone has different risk appetites.
i think i know who you are talking about.
both are great but I'm definitely more aggressive.
if you want to gain big, you have to take risks.
there's a reason why their portfolios have quite a difference.
To this point, ive heard of some wisdom before that applies here that I can share. In the world of your money, you decide when you have won. It doesn't matter what someone else gained in investments or earned as income. There will always be someone with more.
So...as long as youve move yourself and your family forward each year towards the goals, you should feel happy already =)
chickengenius?
@@lolaokhrana Tesla? Is a disaster!!!!
作为中国人，我本人是不敢买中概股的，中国公司很容易受到政府的打击, 打击也不需要原因。虽然很多人买中概股赚了钱but I myself just buy American stocks or ETF'S , I might earn less but I can sleep soundly at night.
说得好
很多东南亚投资者觉得他们懂中文，比西方投资者有优势。其实他们根本不理解中国企业和政府关系中间的微妙之处和中国企业的数据水有多深。说白了，洋韭菜罢了。
Hi Josh, it has been 7 mths and a lot has happened. I believe you have also completed your DCA plan for the HSTech index unless you have revised your plan. Can you share some views on this index and what is happening in HK and China, whether this index is still worth doing DCA. thank you
My DCA is 50 weeks to end year. Of course now its swimming red. Sticking to the plan and automating it
@@joshconsultancy hi josh...thks for your kind reply. With all the happenings with tech, what time horizon r u looking at to see the index coming back up?
I am vested in Capitaland China Trust.. which is good on valuation and yield... hopefully we can see a higher low for CLCT. Lucky to have clear all China equity earlier and escape from the fall... who can imagine BABA at $110-$120 level few months back.. Will be interested to see how other investors get into china tech.... ETF? Unit Trust? Hope to learn something here.
CLCT has been declining too recently but I do think they are sound. "who can imagine BABA at $110-$120 level few months back" - indeed. For anyone keen to learn on investing and emotion handling, this is actually a very good test bed to understand bear markets. Its always a matter of time before global equity markets or even crypto markets hit a 1y bear like that we saw in GFC
@Josh Tan - TheAstuteParent CLCT is a good bet for me. Good parent and gearing is low while dividend yield is good. Buy and hold as i am strong believer in China long term growth. There is a video clip on Tiktok talking about US printing money and then raise interest rate (previous asia crisis) to transfer their debt to everyone else. This time round, China is well prepared as they take early action on the property bubbles. The move to force Didi back to HK for listing maybe just the start.... (counter-measure) to stop US from using this trick again.
hi josh, a month has passed and HST has been making lower lows. What is your thoughts on this and are you still continuing with you DCA. Pls share your views. Thank you
Bear markets need a lot of patience. Hence the DCA is for 50weeks. Some updates here, have you seen ~ HOW I SAVE AND INVEST 70% OF MY INCOME | STEPS TO FINANCIAL FREEDOM 💥ua-cam.com/video/6xZHFUNNFm0/v-deo.html
@@joshconsultancy thanks josh.....will watch it soon
BABA is currently my biggest position, also recently got into BIDU.
Careful overconcentration. All the best
@@joshconsultancy Thank you and great content 👍
Very sound advise. Btw I entered Syfe cause of your video. Thanks 👍
Sure. Follow thought process and formula something within ur risk appetite :)
I Did some comparison… comparing 1/3/5 years performance… JPM china A and Allianz china A performance are so much better than sfye’s. I suggest to DCA JPM and Allianz rather than sfye. ETF only to re-adjust every 3 to 6 month which is too long. China market are to fluid, PM needs eyeball the situation.
Sure, I collate findings when one of them hits the target (hopefully not too long a wait haha)
Yeah let compare our returns… I have been DCAing JPM and Allianz…
Seriously ETF is not suitable for Chinese market…
The approach is sound in my opinion. BTW do you have the TER of the china growth theme ? They don't specify. That's a show slower or stopper for me via syfe
It will be syfe fee on top of etf expense ratio, definitely not the cheapest idea. But I’m looking for system and automation, if the idea works and doesn’t cost me time, it will more than pay for it :)
What are your thoughts on FSM UT vs SYFE thematics.
which would be more favourable for DCA / long term investing in your opinion?
May not have an answer. Generally I think thematics tend to focus on whats hyped up and popular. This china portfolio is an exception. The bigger impact factor could be your approach more than we can perform better.
Thoughts on LKCO ?
No idea of it sorry. what are your thoughts
Chinese tech company recently getting hit hard but bullish on future endeavors
Hi Josh, can you update us your Syfe SReit+. Its been a while since you update. Second, are you dca ing into Syfe Equity 100?
My syfe reit+ performance? Flat as per all who have reits. 2021 hasnt been to good. Need time
I thought so. Invested heavily in reits in 2021 via dca and thought of stopping and put the large amt into equity instead. your thoughts?
I have Baba in both HKSE and NYSE. How do I consolidate them in HKSE?
By right its fungible but i dunno the transfer process. At worse sell it and rebuy in HK. Anyone can chime in?
Jai Hinduja. Arbitrage as HK stock looks cheaper
I'm interested why you buy 1000 each week, instead of, say, 143 per day? Do you use a broker that charges per purchase?
Dollar cost average if past a certain number of repetitions, because once the amount becomes small relative to total size, it losses its effectiveness
any idea what should we do with DIDI stocks? can we hold? or sell for loss
Difficult to answer. Id suggest more importantly to look back at the decision to buy and critique for future prevention of this dillemma
I don't think it is anywhere near the bottom. Once income falls off for the government, they will start increasing more fines for more companies and individuals. Then the government will eat itself with more control. It will take a few years to sort out the mess. I would invest in other Asian markets as a safer alternative. However it will be interesting to see your results so I wish you the best of luck.
ok stay tuned for the results. cya around =)
Bought jpm china A share opportunity fund in Oct and HST 2 weeks back, I am bullish in china stock in 2022.
Hope you still have more ammo to fire job. Don’t expect enemy to surrender 🔥
@@joshconsultancy Always have some money on the sideline for opportunity, just waiting for this video for more conviction. Yr style is very defensive, u know the downside risk is very low already.
could u comment on the possible delisting topic? the risk we have to consider before DCA if we invest Chinese company in US stock exchange
Whats there to be afraid of i just dont get it. Just get a HK listed one even for ETFs. If you still insist on getting US listed ones, only buy companies which also has HK listing as well
Delisting is unlikely to occur. China is working on terms to ensure its companies can "show" sensitive data in auditing without compromising national security. There is so much that china can lose here - losing future foreign capital from biggest market in the world - that i dont think they will choose not to cooperate.
Iwan has a point. Lion OCBC HSTech is an ETF focused on HK tech listed ticker
Good luck!
Always like being a contrarian investor and it has proven profitable time and again. Just wondering if there is any objective indicator (similar to the CNN Fear & Greed index for US stocks) to measure fear/greed sentiments for China stocks?
Thanks for the vid!
No probs WJ, i also believe contrarian is very rewarding. No specific indicator but i guess a v simple way is to see what is hyped on social media. China tech is all fear right now with delisting and other concerns. The bear in 2021 has worn down many believers already
@@joshconsultancy Indeed, I will at the very least say it is not in the euphoria stage :p
buying lion tech etf average 1.04
Play the long game. Good luck too. Check back in here if it turns better for all of us
Not forgetting funds like FSSA DIVIDEND ADVANTAGE Josh :D I'm grinding some bullets to DCA in
That is well diversified. Not into a distressed sector :)
Thanks for sharing your process thought. Isn’t there is a fee charge from syfe for each deposit and buying also comparing to a brokerage?
No deposit and buying cost. They make from the annual fee
I'm a westerner.....how can I purchase Chinese stocks?
Any discount brokerages. Kweb and cqqq is assessable?
Not too sure about this.. the last time I watched your video on Ali baba’s impressive Q4 earnings back in Jan, I pumped in and lost 50% of what I put within. The stock is fundamentally sound but CCP isn’t
Numbers change and yes sometimes it deteriorates and what we need to judge is moving forward
Excellent sharing.
DCA via stash for kweb too ... But smaller amounts by the week though due to my budget
Oh can be done there also? Nice
@@joshconsultancy there are other components to the 36 risk profile and it includes kweb, I may consider increasing the amounts too
I do not agree. I fire 5k usd into baba every $2 it drops
Thats like 40 x $2 drops already right?
@@joshconsultancy drop from 250 (my entry) sigh
Starting at 12?
First comment =)
Jai Hinduja. No abalone and sharkfin soup for BABA investors this year and next year.
not the bottom yet.... cos u r still sounding optimistic.
Nice try
nobody know when bottom out loh. average out is just to invest n reduced the risk. of course have to do homework that u not catching a falling knife
How about Kweb?
You’d need to MANUALLY buy if you want small consistent amounts. I was looking to input into a system that automates
Me no want china learn my lesson
$1000 per week is too low for any meaningful investment. Your thumbnail states $50,000. Are you going to invest for 50 weeks with cash lying around?? This is the same problem CG had about your method, and he is right.
problem? interesting... is the problem too slow a pace or not getting a winning approach? Tip in life, define the problem correctly first and you save a lot of hassle.
Understand the background, personality of both UA-camrs first, you can then save your time comparing both approaches. Learn to appreciate both approaches so that you can then apply it to yourself when you are in different periods of your life and commitments.