Of course.
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I normally donât look at Chinese stocks but JD is looking almost too good to be true. Is anyone else looking at this? Why is it so cheap?
I just noticed I bought a small amount at <$27 back in September. Now I wish Iâd bought more!
Though maybe looking more carefully, I wonder if profits have just been flattered by the post-covid boom years.
VTI vs CHDVD ..maybe I should add USD/CHF
edit: yahoo finance is dumb. Blue = VTI , red/pink is CHDVD
Both in their respective trading currency, I guess?
Yeah I suppose so. thatâs why I said I should add the exchange rate.
I personally would have used CHSPI, but in the end, the ytd performance are nearly indentical.
There will probably a drop as well, once tariffs are set on the pharma sectors.
Whelp. Here it goes. Tariffs are coming.
So, another period when we are going to test our resilience? I would say, this time mostly to a permanent media shitstorm rather than to falling markets.
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Reddit novices on meltdown mode, talking about bears, exiting all positions etc, a bit more serious on the LETF sub where I guess any drop is more painful. Dividend people rejoicing, go figure 
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Buy Buy Buuyyyyyyyy - It is disco(unt) time 
(it is still kind of weird to see the portfolio going down from 770k to 745k in the space of a few weeks tough).
But buuuuuuuuuy
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I lost half of my gains for the year and the market isnât even open yet!
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Why USD/CHF is falling? Foreign investors are selling US bonds?
everyone is selling whatever they can sell with US written on it. The reasons canât be discussed on this forum 
Tariffs is one of them
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I even prepared a âPanic selling 2025â spreadsheet of positions to dump and hide out on Gold/CHF, but didnât pull the trigger on Friday.
I still think this CA/MX tariff thing should blow over, so the volatility could be a buying opportunity.
When I analyzed my portfolio, it was fairly defensive anyway:
| Area | Percentage |
|---|---|
| REIT | 10.3 |
| Gold | 9.6 |
| Bond | 9.7 |
| Tobacco | 9.6 |
| Uranium | 7.6 |
| Insurance | 5.4 |
| Healthcare | 4.8 |
| Gas | 4.7 |
| Commodity | 4.6 |
| Semiconductor | 4.3 |
| Safe | 3.6 |
| Utility | 3.4 |
| Midstream | 3.4 |
| Mining | 3.1 |
| Value | 2.6 |
| Dividend | 2.5 |
Bad planning imo, Noah built the Ark BEFORE the storm. Pity the dinosaurs didnât find their way to it. Oh noes I forgot, the saying is âno religion, no politicsâ isnât it?
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Wait, do I understand correctly that a forum about investing, there is no politics allowed?
So if someone wants to understand the happenings in the market they are not allowed to get answers here? Or is it simply for politics not related to investing?
is allowed, but it depends on how:
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And so itâs clear: no gender, politics, religious or circle-jerking are allowed. This is not the place to discuss or debate these topics. If you need to bring gender into the discussion, then you have stopped focusing on the financial parts of the discussion. There is a distinction between politics and policy. Any discussion that is, turns, or becomes partisan or political will be removed. Discussion of serious legislation or proposals is allowed if the topic stays on policy, not politics. For example - âRamifications of Trumpâs tax plan and new brackets on FIREâ is ok. âWhy my candidate is the best for the FIRE communityâ is not. Circle-jerks, including demeaning non-FIRE types, do not follow the call for civility or respect expected on this forum. These topics are all off limits due to the forum as a whole not being able to discuss them in a civil way. Repeated violations will result in a ban.
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I used to cringe when my portfolio went down more than the purchase price of our car (~30k CHF).
Takes a little time to get used to those numbers.
Now my portfolio is down roughly CHF 100k since its latest ATH from ⊠last week, I think?
Today alone already added another car or so (in losses).
Now I cringe when companies on my shopping list go on sale and I donât have enough cash to buy.
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