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In this episode, we delve into the recent strategic moves I've made in my portfolio, which may have caught some by surprise but are rooted in my reading of evolving market dynamics. Here’s a breakdown of the latest decisions: exited positions in Costco with a 17% gain, Empire at break-even, Walmart with a 17.5% gain, Target at a -2% loss, and iShares Pharma at a loss of 3.6%. These are substantial moves that weren’t initially on my agenda. It’s important to note that these decisions weren’t based on the underlying fundamentals or valuations of these companies – which I continue to appreciate. The catalyst was rather a growing sense of a short-term negative game-changer moment on the horizon. I've previously discussed the potential impact of Ozempic, and more broadly, the GLP-1 family of drugs, on sectors beyond healthcare due to their potential in reducing obesity and promoting weight loss. This thread pulls at the fabric of various industries: The potential societal disruption is enormous, and while the world buzzes about AI and ChatGPT, this healthcare evolution could be a parallel narrative growing in significance. Reflecting on my portfolio, the decent returns already achieved were near my threshold of satisfaction. The decision to secure these profits and transition to lower risk, chunky yield options seemed a prudent move amidst the growing narrative. The key takeaway here is that admiring a company doesn't always equate to liking its stock at a given moment. While I have a positive outlook on COST and WMT, the short-term negative sentiment driving down stock values led me to bank the profits and await a more opportune entry point. Concerns loom around the long-term impacts of these drugs, creating a potential false sense of security leading to overeating, and the unknown side effects that could emerge over time. The play moving forward hinges on the momentum GLP-1 drugs gain. If this narrative unfolds akin to how AI captured market attention, it could depress stock values in the short term. This scenario presents an opportunity to re-enter at a more favorable price point. If it doesn’t pan out, the gains locked in provide a cushion to strategize for another day, especially with external market pressures like high valuation, sustained high rates, inflation, a potential hard landing, and geopolitical tensions looming large.
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Ready to work for a slim waist and visible abs? This 30 min workout is low impact but definitely not low intense. Remember to squeeze your muscle while exercising! Let's do this! #nojumpingworkout #allstanding #highintensity TO SHOW YOUR SUPPORT🤍 YouTube Membership: Join this channel to get access to extra perks: https://www.youtube.com/channel/UC6TSBn2RAx036n04GaN6McA/join ❀Full Body Workout ❀Time: 40 sec on/ 10 sec off Calorie Burn 300 Cal Warm Up 00:00 - 03:12 Workout 03:12 - 33:14 Cool Down 33:14 - 36:37 *The number of calories you burn will vary from person to person depending on your body composition, workout intensity and also fitness level but this might serve as a guideline. ❀ Don’t forget to Subscribe and turn on notifications so that you don’t miss any Workouts, Community Updates or Surprises: https://www.youtube.com/channel/UC6TSBn2RAx036n04GaN6McA ❀Join the Community: Fitness Channel Instagram: http://instagram.com/eleni.fit__ ❀ My Amazon Storefront: https://www.amazon.de/shop/elenifit ❀ Music: https://www.epidemicsound.com DISCLAIMER If you are new to exercise, you should understand that there is the possibility of physical injury. Please notice that if you performing any exercise or program, you agree that you do so at your own risk. This channel offers health, fitness and nutritional information and is not intended to be a substitute for professional medical advice, diagnosis or treatment.
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#shorts Movie name: Date Movie Summary: Spoof of romantic comedies which focuses on a woman, her crush, her parents, and her father. Directors Aaron Seltzer,Jason Friedberg Writers Jason Friedberg,Aaron Seltzer Stars Alyson Hannigan,Adam Campbell,Fred Willard 【Film clip narration content, no bad orientation, please do not imitate】
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Speaker: Jay Shetty Podcast Subscribe toJay Shetty Podcast @JayShettyPodcast. ►FAIR-USE COPYRIGHT DISCLAIMER * Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, commenting, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational, or personal use tips the balance in favor of fair use. - This video has no negative impact on the original works (It would actually be positive for them) - This video is also for teaching purposes. - It is transformative in nature. - I only used bits and pieces of videos to get the point across where necessary. I do not own the rights to these audio clips. They have been used, in accordance with fair use, been repurposed with the intent of educating and inspiring others. Content Usage: If you are a copyright holder and believe your material has been used unfairly, please contact me at [ [email protected] ] I will address your concerns promptly and, if necessary, remove the content in question. #shorts #viralshorts #trending #shortfeed #motivation #inspirational #motivationalviral #trending #shortfeed #motivational #earlyrisers
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