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• 2024 Half-Year Recap | Top Performing Sectors & Stocks

• Level up your Portfolio Strategies - The Balanced Portfolio Blueprint

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2024 Half-Year Recap | Top Performing Sectors & Stocks

Get ready to be amazed! The tech sector is ablaze with unprecedented growth, fueled by the AI revolution and a booming semiconductor industry. In this special edition, we're unveiling the top performers of 2024 and exploring the forces driving this remarkable surge.

The AI Titans: Nvidia and Super Micro Reign Supreme

Nvidia (NVDA) has emerged as the crown jewel of the AI investment frenzy, with a staggering 164% year-to-date increase. But that's not all! Its partner, Super Micro Computer (SMCI), has shattered expectations, skyrocketing a mind-blowing 212% in the first half of the year alone.

Riding the AI Wave:

• Pure Storage (PSTG): Surging over 90% this year, showcasing the critical role of data storage in the AI landscape.

• Dell Technologies (DELL): Up 87%, proving that even established tech giants are reaping the rewards of AI adoption.

• Arm Holdings (ARM), Micron Technology (MU), Taiwan Semiconductor (TSM): These semiconductor powerhouses have also seen impressive gains, each exceeding 70% growth.

Bitcoin's All-Time Highs Fuel MicroStrategy's Ascent

Bitcoin's recent surge to new all-time highs, propelled by the halving event and expectations of Federal Reserve rate cuts, has catapulted MicroStrategy (MSTR) into the spotlight. As the largest corporate holder of Bitcoin, MicroStrategy's stock has experienced a meteoric rise of over 138% this year.

Semiconductors: The Unsung Heroes of the Tech Boom

While Nvidia might be stealing the show, the semiconductor sector has quietly become the backbone of the tech industry's growth. The PHLX Semiconductor Index (.SOX) has surged an impressive 36% year-to-date, consistently setting new records and outpacing major indices. This impressive performance extends beyond Nvidia, with industry giants like Micron Technology, Taiwan Semiconductor, Broadcom, Qualcomm, Applied Materials, and KLA Corp also reaching new heights. Even newcomer Astera Labs, a semiconductor startup that went public in March, has witnessed its stock soar by 80%.

The Top 10: A Snapshot of Tech's Triumph

The image accompanying this newsletter visually represents the ten best-performing US tech stocks in the first half of 2024, boasting market caps above $10 billion. It's a testament to the breadth and depth of the tech sector's current success.

Your Roadmap to Tech Investing Success

Eager to capitalize on this tech boom? Here are some key takeaways:

• Diversify Your Tech Holdings: Don't put all your eggs in one basket. Spread your investments across various tech sectors and companies to mitigate risk.

• Embrace AI and Semiconductors: These sectors are leading the charge, but remember that the tech landscape is ever-evolving. Stay informed and adaptable.

• Balance Risk and Reward: Utilize risk management tools like stop-loss orders and consider options to protect your investments and maximize gains.

The Future is Bright

The tech sector's future shines brightly, with AI's continued advancement and the semiconductor industry's relentless growth fueling a wave of innovation. Embrace the opportunities, stay informed, and remember: the best investment is in knowledge.

If you want a more comprehensive portfolio, watch out for our upcoming episode on Smart Portfolio, a game-changing tool for your investment efforts.

Investing Topic - A Balance Portfolio

Welcome back! In our last newsletter, we explored the vast landscape of investment strategies beyond individual stocks. Today, we're diving into the heart of smart investing: constructing a balanced portfolio that aligns with your financial goals and risk tolerance.

My Personal Investment Journey (and Yours!)

Before we delve into the details, let's revisit my own investment approach and how it might resonate with you. I've established a smart portfolio on eToro that focuses on dividend-paying stocks. This provides a consistent income stream, acting as a buffer for my short-term trading endeavors while also bolstering my long-term savings. It's a balancing act that works wonders for me, and I encourage you to find a similar equilibrium that suits your individual needs and preferences.

What's in Your Investment Toolbox?

Remember, there's no one-size-fits-all when it comes to investing. Your portfolio is a reflection of your unique financial fingerprint. It can include a variety of assets:

• Stocks: Shares in companies offering potential for growth and dividends.

• Bonds: Loans to governments or corporations, providing fixed income and stability.

• Real Estate (REITs): Investment in property without direct ownership, offering diversification and potential income.

• Commodities: Physical goods like gold, oil, or agricultural products, serving as a hedge against inflation.

• Exchange-Traded Funds (ETFs): Baskets of assets that provide instant diversification.

• Cryptoassets: Digital currencies like Bitcoin or Ethereum, known for their volatility but also potential high returns.

• Other Investments: Collectibles, art, and even jewelry can be part of a diverse portfolio.

The Art and Science of Portfolio Construction

Building a balanced portfolio requires a strategic approach. Here's your blueprint:

1. Asset Allocation: This is the backbone of your portfolio, determining the percentage of your investments allocated to each asset class. It's like choosing the ingredients for your financial recipe. Your risk tolerance, time horizon, and financial goals will guide your choices.

2. Diversification: Just like a varied diet keeps you healthy, a diversified portfolio protects you from market volatility. Spread your investments within each asset class – for example, invest in stocks across different sectors and regions.

3. Rebalancing: Your portfolio's allocation will naturally shift as markets fluctuate. Regular rebalancing ensures your investments remain aligned with your risk tolerance and goals.

4. Investment Style: Are you a long-term investor or a day trader? Choose an approach that suits your personality and time commitment.

5. Tax Efficiency: Be mindful of taxes when building your portfolio. Utilize tax-advantaged accounts where possible.

Beyond the Basics

Here's where things get exciting. Let's explore some additional considerations for creating a truly balanced portfolio:

• Global vs. Local: Consider diversifying your portfolio across both domestic and international markets to capture a wider range of opportunities.

• Adapt and Evolve: As you gain experience and your financial situation changes, don't be afraid to adapt your portfolio accordingly.

• Rebalance Regularly: Review your portfolio periodically and adjust your asset allocation as needed to maintain balance and mitigate risks.

Remember: Investing is a journey, not a destination. It's about making informed decisions, managing risk, and staying committed to your long-term goals. So, take the time to research, experiment, and find the perfect recipe for your balanced portfolio.

Cheers to wealth, wisdom, and a dash of madness!

The Investing Wise Academy Team

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