Buy Stocks in 2022?

Have mostly been in cash this past year. Idiotic, I know. While none of us can predict the future, what are some good financial portfolio moves for 2022?

Do we feel like stocks will continue to rise? Have interest rate increases been priced into the markets yet? 

If interest rates are set to rise, maybe allocate more to the financial sector? 

Also, thinking about putting 5-20% of my portfolio towards various crypto. I feel like ETH is the best, followed by BTC, some SHIB and maybe even DOGE for shits and giggles. There's so many altcoins, may just buy some randoms one while I'm at it. 

Don't know much about bonds, but they don't seem especially attractive. Unless interest rates go up.

Lastly, may invest in a small business as a silent partner or buy my own {modest} place.

Would love to hear everyone else's outlook/strategy, and I hope we all make a killing in 2022! 

Comments (16)

Jan 6, 2022 - 8:29pm

All the asset classes are at all time highs, but the market is so fragmented there is still opportunity. For example software, SPACS, and many speculative companies are down huge (50%+) Also many financial services companies are trading at 10x cash flows still. Also much of the rise in stocks has been driven by strong corporate earnings IMO

  • Analyst 1 in IB - Gen
Jan 6, 2022 - 11:18pm

First off yeah sitting in cash is a big mistake especially over the last year or so. Was laughed at on this forum for saying I'm all in last year on TQQQ/UPRO/SOXL has worked very well. "Well, you're fucked when the music stops!" When the music stops I'll still have 3x what people who were chicken on the sidelines have done.

I'd just recommend UPRO. If you want, you can hedge with TMF and do the typical 55/45 strat called HFEA.

  • Analyst 1 in IB - Gen
Jan 7, 2022 - 9:55pm

Been in solely UPRO and TMF since the start of the year. Rolled TQQQ profits into there. SOXL is being hit hard though. More carnage on the way? Nope watch and learn how this works

  • Investment Manager in HF - Other
Jan 8, 2022 - 1:39pm

Your statement about having 3x what others have "when the music stops" worries me a bit (as much as I can be worried about a random person online). I'm guessing that was just an off hand comment and that you understand how the math works in a drawdown. Also, please see other comments about how timing is important in holding these highly levered funds, if you had invested a few months before the 2000 bubble you would still be down 30% in tqqq (I realize that is just cherry picking a time, but making sure you understand this). 

Jan 7, 2022 - 8:55pm

First thing is what are you investing for, and what are your future goals...plan are buying a house in 3-5 years? have kids/family? retirement?

If you're planning on needing the cash within five years, I don't know if stocks or crypto is the best. If you're investing for retirement, best time to start investing was 10 years ago, second best time is right now. If you think today is the highest the market will be over the next 30-40 years, then don't invest. 

  • Analyst 1 in IB - Gen
Jan 7, 2022 - 9:57pm

If you think today is the highest the market will be over the next 30-40 years, then don't invest. 

Why do you keep saying this on every post. It's not wrong but just a weird way to put it. Everyone should just invest plain and simple regardless of what they "think" will happen.

Jan 8, 2022 - 3:11pm

With inflation / negative real interest rates, stocks are still the place to be imo. I'd maybe just rebalance away from the NAS and into more established value stuff (financials, healthcare, utilities, maybe some larger industrials, etc.)

Jan 8, 2022 - 2:47pm

Personally, I think $COIN is a pretty strong investment. Given it's TAM, industry growth, revenue growth, net income margin and with a fwd PE of 17.Risks obviously being tech multiples lowering, but this company is essentially printing money and it's in a space that is going to grow tremendously regardless of which coin wins.Another risk being regulation.

Jan 20, 2022 - 9:29am

Hi! In fact, it seems to me that now everyone has had such problems and this is quite normal. If we take into account what changes are constantly taking place in the financial market. For example, I lost a lot in buying shares because of my inexperience. And I decided that I needed a little help in this matter. Then I turned to Streetbeat because this app can help diversify your investment portfolio and help save time by trading with strategies based on your risk profile. These are not predictions, but an alternative data with the help of machine learning. Also you should consider investing in fractional shares (you can invest in individual shares) and trade without commission.

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  • Associate 1 in RE - Comm
Jan 21, 2022 - 1:04am

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