Row 15253

Row ID: 15253 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 15253 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I look at market activity regularly but daily activity doesn’t trigger investment decisions, if that makes sense. I started back in the day (‘90s) with a portfolio of individual stocks and over time I could see the market move between defensive and bullish positions just within my little portfolio. Some days when the market was jittery money would flow into the boring defensive stocks I had and on big tech bull run days the defensive stocks would drop and tech inflate, etc.

Not a big lesson here other than the price of individual securities isn’t solely based on company performance at a given moment. Money is shifting across the market and we are along for the ride as individuals. I see posts here occasionally like, “Why did X go down if Y positive news just happened?” There are broader forces at work your individual research won’t be able to shed light on.

So everybody has to get comfy with their risk tolerance knowing how little control we have over outcomes. But to the original question, if I look daily at performance it’s more of an attempt to see what the market is up to that day and not a focused evaluation of any particular position - caveat being some impactful news that changes your outlook on something dramatically.

FieldValue
text I look at market activity regularly but daily activity doesn’t trigger investment decisions, if that makes sense. I started back in the day (‘90s) with a portfolio of individual stocks and over time I could see the market move between defensive and bullish positions just within my little portfolio. Some days when the market was jittery money would flow into the boring defensive stocks I had and on big tech bull run days the defensive stocks would drop and tech inflate, etc. Not a big lesson h…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-20
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url_encoded Z0FBQUFBQm5Lak9MNWpTR240N2hBUXA2R1Z5SHdtcnV6MW83cGJQN0Y1dHRYNk1nclNRclptSG5KN1RPU3FTd2dsYVc4RVBiZl92aThhSjN5S0V3bmF3dGRPU0ZlNzJaV25uOEMtd2hZc2M2bmphQUZmc3RzUlN2V1FtXzk3b1JrNzFfUXBybVphd3B1V0JBMk1MUWI1el93dDlWdkNpdTBaa1BhdGFELWprU3RQWnByN2FXcjdYaEZfMWNwdzd1Y3dUMUJEUEd5MTBf

Raw Record

{
  "text": "I look at market activity regularly but daily activity doesn’t trigger investment decisions, if that makes sense.  I started back in the day (‘90s) with a portfolio of individual stocks and over time I could see the market move between defensive and bullish positions just within my little portfolio.  Some days when the market was jittery money would flow into the boring defensive stocks I had and on big tech bull run days the defensive stocks would drop and tech inflate, etc.\n\nNot a big lesson here other than the price of individual securities isn’t solely based on company performance at a given moment.  Money is shifting across the market and we are  along for the ride as individuals.  I see posts here occasionally like, “Why did X go down if Y positive news just happened?”  There are broader forces at work your individual research won’t be able to shed light on.\n\nSo everybody has to get comfy with their risk tolerance knowing how little control we have over outcomes.  But to the original question, if I look daily at performance it’s more of an attempt to see what the market is up to that day and not a focused evaluation of any particular position - caveat being some impactful news that changes your outlook on something dramatically.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-20",
  "username_encoded": "Z0FBQUFBQm5Lakw4S3RBMnVseERMdnNCcThQYlhxcDBXUHNJY044VGlvejZJM3ZveG91V1FnWTAtSHJ3LVJ4b1RSWDJldjFUNDVCdnBOblVhV3pQSUtkVFlha2J2cUtYdXc9PQ==",
  "url_encoded": "Z0FBQUFBQm5Lak9MNWpTR240N2hBUXA2R1Z5SHdtcnV6MW83cGJQN0Y1dHRYNk1nclNRclptSG5KN1RPU3FTd2dsYVc4RVBiZl92aThhSjN5S0V3bmF3dGRPU0ZlNzJaV25uOEMtd2hZc2M2bmphQUZmc3RzUlN2V1FtXzk3b1JrNzFfUXBybVphd3B1V0JBMk1MUWI1el93dDlWdkNpdTBaa1BhdGFELWprU3RQWnByN2FXcjdYaEZfMWNwdzd1Y3dUMUJEUEd5MTBf"
}
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