So I saw all this Trump China trip news and thought “okay what if I just… owned it and watched what happens” instead of reading hot takes all day.
Bought 1 share of each of the 17 companies on the trip:
• Tech: Meta, Micron, NVIDIA, Apple, Qualcomm
• Finance: GS, Mastercard, Visa, Citigroup, Blackstone
• Defense: Boeing, GE Aero, Coherent, BlackRock
• Other: Tesla, Illumina
Weird observations:
1. My portfolio is literally 68% semiconductors + defense lol. Like accidentally. That’s probably the actual policy priority.
2. Tesla stuck out like a sore thumb with 25% China production but apparently Elon has Trump on speed dial so 🤷
3. Most stuff is down 0.5-9% rn but honestly I’m just watching to see if this actually moves predictably when trade news drops.
4. Defense contractors just… aren’t moving much. Wondering if that’s because the market already priced in Taiwan tensions or what.
Genuine question: Does following CEO delegations actually matter or am I just pattern matching?
I bought 1 share of each of stock from the CEOs that went to China with Trump
byu/Conflict-Latter instocks
Posted by Conflict-Latter
8 Comments
It was all a circus
In stock investing it is important to follow the ceo, the old saying is bet on the jockey not the horse. But this is just dumb
Yes, much better than following the advice of regards on reddit, myself included
There should be a new ETF with OP’s idea
Nice, you’re going to be so rich now. Congrats OP.
Yall be doing everything except just buying only VOO (including me)
They all went there for something, the off chance of a deal, tariff relief or some other award for kneeling, or at very least publicity. Ie, for money.
Ive seen weirder ETFs. Have you a ticker for it yet? Maybe . . . X&TC. Someone mentioned rightly it was a circus. Got me thinking: Barnum & Bailey> B & B > X&TC. Nice ring to it, plus I really really like the band XTC.
This is awesome and I hope you give us regular updates
Hell, you should make a youtube channel with weekly updates