How to Endure Market Drawdown?

Timestamp:

0:00 - Portfolio Review

6:50 - What is your percentage gain at the peak?

15:43 - Do you sell positions in the green or rebalance your portfolio?

20:03 - Are you holding cash at the moment?

20:03 - How do you track the your performance return? Time weighted return vs. Money weighted return

27:46 - Diagram to show why you should not worry on market volatility

38:11 - When will you decide to cash out?

43:53 - Is China really uninvestable? Baba and Tencent are getting cheap even on bearish DCF. Many studies think China will overtake US and be the largest economy.

49:00 - Anyone worried about loss years or even decade? People who has started at investing at the height will not be feeling very good.

53:39 - Anyone investing in European companies? I think fear of World War III and NATO counter response drove valuation down.

57:51 - Thoughts on cybersecurity for the long term and CrowdStrike moat.

58:40 - Latest China's inflation stays at 0.9%. Based on this outlook will China reduce interest rates this month? Follow up: Why can't China print money like US. Development on Chinese yuan liberalization. China Central Bank Digital Currency (CBDC). 

1:04:22 - How to calculate FCF for banks? Is it even called that?

1:11:05 - People always point to China and Russia. Saying that they aren't investible due to its politics? Warren Buffett said they don't invest based on politics. Why?

1:20:18 - Market keep dropping. Used lots of leverage. Lost the mortgage on my house. What to do? How to recover?

1:22:04 - What is the most stable assets right now? E.g. value will not fluctuate much.

1:25:26 - Broad China / Hong Kong tech keep falling. Keep buying but keep falling. Is it still worthwhile to hold on? Comment on why you should not buy based on price action.

1:28:52 - Many say stagflation coming up. How to prepare for that? Buy gold or crypto? Story on situation in Sri Lanka

1:38:40 - When will Russia war end? Any insights?

1:41:44 - Any thoughts on using leverage during this fear market condition? Has market bottomed already?

1:43:10 - Inflation in USA now staggering 7.9%! What can we do from here?

1:43:40 - Ways to endure bear market?

1:44:34 - What are the potential ways banks can be disrupted?

1:46:17 - How can our stock portfolio profit from Stagflation?

1:47:30 - Facebook can buy?

1:48:35 - Any good books recommendation?

1:49:10 - Rivian's cash holding is about 50% of its market cap but they also just cut their production guidance by 50%. Thoughts?

1:51:30 - Take out cash from the brokerage account and put in CPF?