Why I am back to bullish even with 15% tariffs?

Eric Seto

10d (edited) • Long term investing ideas

During this weekend, I've made significant changes to my portfolio.

Took a quick 3 week profits on my short position while the market is down

Now, I am bullish on the overall market again.

Here are two interesting ideas for you

- Bitcoin

- Microsoft

Even though this bear market was relatively short-lived (3 weeks), I was able to hold cash and buy back at a relatively lower price using the profits from the short position

The Supreme Court ruled that the Trump tariffs are illegal

Trump tried to impose 10% tariffs and increase it to 15% tariffs globally.

However, the market stayed strong. This is a signal that the market does not believe Trump can pull through on the global tariffs, giventhe Supreme Court's ruling

So we are back to bullish for now.

Remember short positions (or hedges) are only short term measures to protect yourself like insurance.

Shorts / hedges are not meant to be held for a long period of time.

Cheers,

Eric

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Eric Seto

Chartered Professional Accountant (CPA)

Chartered Investment Manager (CIM)

Founder of 5MinInvesting.com

In March, my goal is to help 20 people with no financial background master investing.

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• Long-term investing with options — learn how to find discounted blue chip stocks using technical and fundamental analysis

You will also learn how to hedge during a bearish market to protect yourself

• Monthly passive income — learn how to generate cash flow for retirement or replacing/boosting part of your salary using options

Here's a step by step guide on how to join Investing Accelerator for free: https://www.skool.com/invest-retire-community-1699/how-to-join-investing-accelerator-for-free

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Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.

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