分类： Portfolio Records

 

 

Long-Term Strategy:

Coca-Cola (KO)

Industry: Food & Beverage, Non-Alcoholic Beverages

Strategy Background: Coca-Cola is one of the world’s most recognized beverage companies, known for its strong brand loyalty and global market share. Due to its stable product demand, KO is considered a defensive stock, ideal for long-term investments that can withstand market volatility. As the company expands its strategy in health beverages and sustainability, KO continues to offer stable growth potential.

Entry Range: $64-$62:  This is a historically solid support zone, providing a relatively low-risk entry point, making it ideal for long-term holding to benefit from dividends and capital appreciation.

McDonald’s (MCD)

Industry: Restaurant Services, Fast Food

Strategy Background: McDonald’s is the leader in the global fast food industry, with a strong business model and brand advantage. Even during economic downturns, MCD generates stable revenue due to its price-sensitive product offerings. The company is also enhancing efficiency through technological innovation and store automation, while expanding sales through delivery services and digital platforms. Long-term growth potential remains robust.

Entry Range: $253-$243:  This is a common support zone during market corrections, making it a good opportunity to buy during volatility and position for long-term returns.

 

Mid-Term Strategy:

IBM (International Business Machines)

Industry: Information Technology, Enterprise Software & Services, Cloud Computing

Strategy Background: IBM, as a legacy tech giant, has regained market attention through restructuring, particularly in cloud computing and artificial intelligence. Its hybrid cloud and Al solutions are key to helping enterprises with digital transformation. As IBM continues to push forward in future technologies, it is expected to deliver steady profit growth in the mid-term.

Entry Range: $179-$173:  This is an attractive technical entry point, allowing investors to buy during market pullbacks and position for IBM’s mid-term growth.

Philip Morris (PM)

Industry: Tobacco, Consumer Goods

Strategy Background: Philip Morris is a leading global tobacco company that has aggressively shifted its focus toward smoke-free products like IQOS, entering the health-conscious consumer goods space. This transformation strategy helps drive mid-term revenue growth, especially as global tobacco regulations tighten. The company’s innovation is a key competitive advantage.

Entry Range: $102-$99.50:  This historical support range presents a solid mid-term investment opportunity, especially with the expected rise in sales of smoke-free products in the future.

 

Short-Term Strategy:

Raytheon Technologies (RTX)

Industry: Aerospace & Defense

Strategy Background: Raytheon Technologies is one of the largest aerospace and defense companies globally, offering a broad range of defense systems, aviation products, and technology solutions. Its diverse portfolio covers both government contracts and commercial aviation systems. Recently, TX has benefited from rising global defense spending. Given its market sensitivity and volatility, there are strong short-term trading opportunities in the stock.

Entry Range: $101-$98.50:  This range represents a short-term support zone during market turbulence, ideal for quick rebound trades. Short-term investors can enter here and exit after a quick price recovery for fast profits.

 

Call to Action:

This portfolio spans a variety of industries and different timeframes, helping investors balance risk and reward. The long-term strategy capitalizes on defensive sectors and steady growth potential, while the mid-term strategy targets tech and consumer sectors poised for upward momentum. The short-term strategy seizes opportunities in short-term market fluctuations. Take action now choose the entry point that fits your investment style and maximize your returns!

 

 

 

 

In this quarter, the market presents both opportunities and challenges. What we need to do is make precise selections, take control of the direction, and maximize returns across different time frames. Below is a breakdown of strategy directions for long-term, mid-term, and short-term investments, helping you enter at the right moment and adapt flexibly to market volatility.

 

Long-Term Strategy: Capturing the Future Growth of Tech Giants

AAPL (Apple): Entry Range: 172-167

Apple remains a leader in the tech industry, with strong long-term fundamentals and innovation continuing to drive revenue growth. Buying within this range is a solid long-term investment approach. A short-term market pullback could be an excellent buying opportunity. The upcoming 5G expansion, Al applications, and new hardware releases will continue to push the stock price higher.

GOOG (Google): Entry Range: 155-150

Google’s ad business and cloud services are expanding, and long-term, its progress in Al will bring new growth catalysts. This entry range offers a great chance to get in, with long-term bullish prospects and promising future potential.

Strategic Direction:

Long-term investors should focus on the leading stocks in the tech sector. These companies not only have resilience during market downturns but also hold critical positions in the future of technological advancements. Apple and Google provide a stable foundation for growth, making them ideal for long-term holdings.

 

Mid-Term Strategy: Steady Growth from Defensive Retail Stocks

WMT (Walmart): Entry Range: 61-58

Walmart has shown strong defensive qualities during inflationary pressures. This entry range gives us a chance to comfortably position ourselves during market volatility. As a global retail giant, Walmart offers strong risk mitigation, making it suitable for mid-term holdings.

COST (Costco): Entry Range: 730-700

Costco’s membership model and global expansion allow it to maintain stable revenue growth in a variety of market conditions. This range is ideal for mid-term investment, and market volatility provides the perfect opportunity to build a position.

Strategic Direction:

Mid-term strategies should focus on defensive stocks within the retail sector. Companies like Walmart and Costco are well-eguipped to withstand economic fluctuations while delivering steady returns. In times of uncertainty, the resilience of these retail giants makes them top choices for mid-term investments.

 

Short-Term Strategy: Volatility Opportunities in the Biopharma Sector

AZN (AstraZeneca): Entry Range: 69-66

AstraZeneca’s ongoing research in biopharmaceuticals and vaccines creates significant market volatility. In the short term, news from the company can cause major price swings. Enter within the 69-66 range to capture short-term volatility opportunities and execute quick trades.

Strategic Direction:

Short-term strategies should focus on high-volatility sectors like biopharma. AstraZeneca’s stock price is heavily influenced by drug development news and market sentiment, offering plenty of short-term trading opportunities. Capturing this high-frequency volatility makes it an ideal target for short-term investors.

 

 

 

 

For details of stock trades in the portfolio, please contact the Investment Consultant of the Trading Department.

 

Long-term:

NDA (NVIDIA)

NVIDIA is an absolute leader in the field of artificial intelligence, especially in the development of GPU chips, where it remains unmatched. With the widespread application of future technologies like Al, big data, and autonomous driving, the demand for NVIDIA’s products will continue to surge. Additionally, NVIDIA’s strong R&D capabilities and innovation have built a deep technological moat, giving it massive long-term growth potential. Despite its current high valuation, for long-term investors, holding NVIDIA means betting on the future of  the tech revolution.

TSM (Taiwan Semiconductor Manufacturing)

As the world’s largest semiconductor foundry, TSMC practically dominates the high-end chip manufacturing market, particularly in the 5m and 3m process technologies. With the rapid development of 5G, Al, loT, and autonomous driving, chip demand is set to experience explosive growth. TSMC’s stable financial performance and strong technical barriers give it long-term strategic value in the global supply chain, making it a key long-term investment target in the semiconductor industry.

 

Mid-term:

AVGO (Broadcom)

Broadcom has a diversified business portfolio in the semiconductor industry, particularly dominating in wireless communication, data centers, and network infrastructure. The widespread adoption of 5G and cloud computing will drive demand for Broadcom’s products. In the mid-term, with Broadcom’s ongoing acquisition strategy and steady profit performance, the company is expected to achieve significant growth over the next 2-3 years.

JPM (JPMorgan Chase)

As one of the world’s leading financial services companies, JPMorgan Chase has broad business coverage and strong profitability. As interest rates gradually rise, banks’ net interest margins will improve, providing a positive boost to the performance of traditional bank stocks like JPM. Additionally, Morgan’s strength in asset management and investment banking will help the company achieve excess returns in the mid-term.

 

Short-term:

V (Visa)

As a global payment giant, Visa is benefiting from the recovery of global consumption and the shift toward digital payments. In the short term, with the recovery of global tourism and consumer markets, Visa’s transaction volumes and fee income will significantly rebound. Meanwhile, Visa’s innovation in payment technology and its push into cryptocurrency payments also offer extra catalysts for its short-term performance. For short-term trading, V presents excellent swing trading opportunities.