Why should I do my own DD and not follow hedge funds?

Donna Campbell Perry
3 min readJul 10, 2021

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Hi stocks,

I’ve been thinking lately about developing my own portfolio of stocks, looking into potential growth areas and selecting certain stocks.

However, I can’t do it myself. I don’t have the knowledge, brains, resources. So why don’t I just copy. I’ve realised I don’t need to be creative or inventive to be profitable investor I can just copy people who are better than me.

So firstly, how do I find, say, the top 10 most profitable hedge funds or single investors over the last decade and identify the common stocks held by each and their portfolio allocations and just copy them. Is there a website I can use for this?

Secondly, why wouldn’t I want to do this? What are the down sides?

E.g. if the best 10 hedge funds invest in Microsoft with decent allocations, I’ll just put money in Microsoft and leave it.

Thoughts?

Are investors more emotional in stocks nowadays?

Since technology came, we’re being quoted by Mr. Market with our stock prices for every second, when the market opens, and can easily manipulate our emotions and decisions.

I heard one of Warren Buffett sayings that investors will have a better investment decision if they’re only being quoted with their stock price once a month or a year.

I remember back in the days when my father watches his stock prices in a newspaper once a week. Imagine only looking at your stock price on a piece of paper, your emotions cannot easily be manipulated, compared to a phone or computer and see the stock price moves up and down every few seconds.

However, people are more educated nowadays due to access to free information about investing in stocks and they know what to do when their stock prices go down, while the value stays the same, buy the dip. Although I know IQ is different from EQ, especially in investing.

My question is, do you think investors are more emotional nowadays as compared to before the technology came?

JPM q3 guide to the markets

Hey all, this is a short post because it’s mostly pictures — but because of the influx of new people I figured it would be nice to post the JPM guide to markets. This is mostly a huge collection of charts and graphs illustrating trends and changes in market dynamics such as growth vs value, valuation levels, sector rotation, style performance, etc.

They release these quarterly, along with annual guides to retirement and long term market expectations.

https://www.reddit.com/r/ufcstreamsonfite/

FYI you can sign up for JPM to send this straight to your inbox on the website as well.

Could someone englighten me on S-3 form?

I’m having difficulties understanding shelf offerings and SEC rules. It’s quite complicated and english is not my first language.

If a company gets its S-3 filing approved and gets an effectivenes order from SEC, does it mean the company from that moment on can sell aditional newly-issued shares for market price at any time, up to a sum written in their S-3 form? For example, up to $1bln, WITHOUT having to make an announcement or filing a supplement to S-3 indicating that the company plans to issue and sell X amount of shares at X price beforehand ?

They can just dilute, sell, and then report sales post-factum?

Please, if you reply, kindly provide source.

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https://medium.com/@avaangel/imf-chief-sees-risk-of-sustained-rise-in-u-s-inflation-4372910a712a
https://medium.com/@racheljoi/hedging-an-income-portfolio-with-growth-stocks-2c095e9a2040

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Donna Campbell Perry

Writer. Reader. New mom. INTJ drawn to odd people. I write about the nonsense in my head and the things that keep me up at night.