Feed
Which Asian stocks do you have in your portfolio or find interesting?
Overall, I feel that Asian stocks are still somewhat underrated and investors don't pay them much attention, yet there are, in my opinion, many interesting companies in Asia with great potential. I created a small portfolio on T212 focused mainly on Chinese and Japanese stocks. Currently I have, for example, $...
Read more
MercadoLibre ($MELI) – Market overreaction to the results? 📉
Yesterday $MELI released quarterly results, after which the stock initially dropped.
Personally, I view this reaction as short-term and significantly exaggerated. I used the dip to increase my position at a price of 1,636 USD. My total exposure to $MELI now represents approximately 2.2% of my portfolio, with an average...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
MELI is a great stock, but I’ve never bought it simply because, as they say, it’s the “Amazon of South America” and I already have Amazon in my portfolio. Besides, Amazon does a lot more than MELI, which is really mainly a marketplace and fintech. The reaction is overblown — the growth chart MELI has is rare to see, but so far I’ve tended to prefer something else. I still have it on my watchlist, and if it falls to an “irresistible” price I’ll consider entering.
One more downside: the price of a single share is just quite high; a stock split would do them a lot of good — I don’t know why they haven’t done one yet.
Portfolio under review: March 2026 summary
March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
Read more
Zobrazit další komentáře
I'm curious what target prices you have set for the new positions. Especially for $RR.L — I bought in at 107 GBP and in backtesting it showed over 1000% gains, but I don't see much room for further upside... $RR.L is now roughly only 15% below its ATH.
Zobrazit další komentáře
For the Asian market I ended up opening positions in CEBL.DE; it’s an ETF focused on the region.
What do you think of the $BABAresults ?
I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.
Zobrazit další komentáře
I don't invest in China because it's too big a risk for me. Plus, stocks are pretty expensive right now.
📈 Weekly Investment Review: inflation, Fed and interesting results!
This week is packed with crucial data from the US economy, the Fed Chair's speech and company results from around the world.
🌍Monday
Market reaction to positive feedback in the US-China negotiations.
📉 Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of...
Read more
Zobrazit další komentáře
I only have BYD for now, but I'd definitely like to add some Chinese stocks.
Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.
Are you buying Chinese stocks now or do you have some on...
Read more
Zobrazit další komentáře
For me, China is a risk because of the politics and the current situation isn't ideal either, so I won't be buying.
Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.
What do you think of $BABA'sresults ?
Zobrazit další komentáře
I don't invest in China. $BABA is growing solidly, but I just don't like the politics and their system.
Zobrazit další komentáře
📅 Key events of the week: What to watch out for in the markets?
This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:
🟥Monday:
Presidents Day (Presidents Day) - US stock markets will be closed.
🗣️ Tuesday:
Trump & Musk interview on Fox News - possible market reactions to topics related to...
Read more
Zobrazit další komentáře
Awesome these posts are advisory, they always get me in the mood for the next week. Otherwise the Trump and Musk thing, well it may be interesting but I'm more interested in Apple and then the $VICI thing plus after the recent $CVS rise I'm also curious about the $MDT and Healthcare sector even if it doesn't have some direct effect on CVS. $OXY and $RIO I'm also holding so I'm curious.

Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
I don’t want Chinese stocks to make up a large part of my portfolio, but as a complement and for diversification they’re great in my opinion. I’ve been buying a lot of $BY6.F lately because they beat Tesla and their results are excellent.