am certainly thinking Message 33131284 in a general direction way, even as real world happenings might (I think) impact portfolio decisioning but intuitively know shouldn't
the biggest nut requiring concern is 0388.HK, that which I do not hold in any material quantity but the kids have coming as part of chance of being the only grandkids of my in-laws' line and my mother's line
I am regularly asked about something I myself do not have much of. My mom has some, and my inlaws went all-in at 16 way back whenever at IPO (had two seats on the old exchange pre corporatisation) and added when a particular rental property got off loaded. They live off of the dividends, and excess had always been plowed-back in for additional shares by some sort of dividend reinvestment program. Occasional subject over family meals. Advising on it is stressful as I take the matter seriously, and not 'advising' is not really an option.
I essentially advise by telling in-law what I am doing per overall macro and he takes what he does as sounding board inklings. Doing more would be taking ownership and that would be no good.
No upside for me, for if it goes up and I said to sell, regret, and I have to face my wife
If I say do what was always done and 'hold still', and it tanks for either macro or company-specific reasons, regret, and I have to face my wife
Forget Bitcoins, Tesla etc etc. 0388.HK is where the true concern is. It of course has benefited from Team USA sanctions, so far, but might not always. It has benefited from Team China sponsorship, so far, but might not always. Whereas Tesla is the world's most highly-valued battery company, and Bitcoin the same for nothing, 0388.HK is the most highly-valued exchange corporation.
Stress over something I do not even have enough to mention. This is truly concerning.
Anyways, I suspect I shall do something tonight re own comparatively paltry book, re those kids' play portfolios, and re assistant's savings, and even when so I hesitate to allow inlaw to use such as guidance, but I do tell him major moves I make. I consider anything I do in the kids' and assistant's portfolio major because they are NOT-OFTEN-TRADED.
Bottom line I believe the market shall head down seriously during first half '21. Notice am hedging away from '1st quarter'.
Besides Tesla rolls, I need to consider my Tesla long (March 780-strike call) and of course the remaining 40% of GBTC - it just keeps getting large on the long side than I am comfortable with.
Still have 3D business to develop, and in process of doing such in the (goods) trading arena. So, yes, engaged, overall responsibly I believe, and certainly lots to ponder.
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