Summary of Investment Plan Returns for Q4 2024 ( Yield of 85% )
12-13-2024 09:20:53 - William Harrington
2024 Second Quarter Investment Plan Return Summary (85% Return) 📈
The first quarter has come to a successful conclusion, with the portfolio focusing on two stocks during the quarter, each of which achieved the following returns:
💰 [Stock Symbol BIDU ] 📊. Yield of [30]%.
💰 [Stock Symbol BURBY ] 📊. Yield of [35]%
💰 [Stock Symbol BEAM ] 📊. Yield of [20]%
The overall portfolio performed well with a total return of [85]%, achieving the expected return target satisfactorily.
According to Lily's statistical analysis, most of our members have achieved an overall return of [50]% during the quarter, which is somewhat different from the portfolio performance. After in-depth analysis, there are mainly the following reasons:
1. Diversification of investment: Some members' accounts hold too many stocks, resulting in insufficient allocation of recommended stocks and diversification of capital gain potential 💰.
2. Lagging information: some members failed to pay attention to the blog content in time and missed the investment opportunities of individual stocks, and the timeliness of information acquisition affected the effectiveness of investment decisions 📱
3. Poor execution: some members have insufficient execution in stock operations, failing to sell stocks in a timely manner and missing the best selling point, resulting in compressed profit margins ⏱️
With the launch of the second quarter investment plan, it is recommended that members and friends adjust their investment mentality in time, optimize their investment strategy, reasonably allocate their assets, improve the efficiency of information acquisition, and enhance their execution in order to achieve the profitability goal of the second quarter.
Investment motto: Lack of trust, you will miss the potential stocks in the questioning; lack of execution, you will lose the wealth in the hesitation. 💪
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