I'm still trying to wrap my head around the whole tariff war thing, but if I had to take away one thing from this wild ride, it's the importance of diversification. I took a closer look at my portfolio and realized it's super heavy on US tech stocks. I have a small position in KWEB (Chinese tech, I think?) and YINN to balance it out, but I knew I needed to spread my bets even more. So, on Liberation Day (whatever that means), I decided to take a chance and buy the dip by opening a position in $Vanguard Total International Stock ETF(VXUS)$ . From what I understand, VXUS is a basket of great global companies, but specifically excludes US, which I think is a smart way to diversify.
$ProShares Bitcoin Strategy ETF(BITO)$ current crypto fear & greed index is at 70 (greed). still in time to add position this week/month. start to be fearful when there's extreme greed (75-100). wish me luck!
I maintain a long position in$Microsoft(MSFT)$ due to its strategic alignment with my daily operational requirements. As an active user of Microsoft's suite of products, I have firsthand experience with the company's ability to deliver innovative solutions that drive productivity and efficiency.
$ProShares Bitcoin ETF(BITO)$ After Powell-induced sell-off, the ProShares Bitcoin ETF ($BITO) is regaining its footing, and I'm loving the rebound. With a modest position of just 1 share, the juicy dividend has already covered my costs.
$NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ have reportedly agreed to pay the US government a 15% revenue share on sales of certain AI chips to China. This arrangement allows them to obtain export licenses for their chips, specifically Nvidia's H20 and AMD's MI308, which were developed to comply with US export restrictions. *Key Points:* - *Revenue Share:* Nvidia and AMD will pay 15% of their revenue from sales of these chips to the US government. - *Export Licenses:* The US government has started issuing licenses to Nvidia and AMD, enabling them to sell their chips to China. - *Chip Specifications:* The H20 and MI308 chips are designed to meet US export restrictions while still providing si