Alibaba

Portfolio under review: March 2026 summary

March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
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Which Asian stocks do you have in your portfolio?

Overall, Asia seems like an interesting environment right now, where you can find relatively cheap stocks with high potential. I currently have in my portfolio $BY6.F, $BABA and $SFTBY. On my watchlist I'm watching $XIACY, $PDD and $BIDU.

Which Chinese stocks are in your portfolio?

Chinese stocks have been doing quite well lately and this year's earnings are looking good. I'm holding $BABA and $BY6.F. I'm happy so far and may buy some more.

What do you think of the $BABAresults ?

I think Alibaba reported great results and it's clear that the company is finally starting to thrive. But the problem remains strong competition, which is probably why the stock was down 7% yesterday. I already have a few shares in my portfolio, but I'll keep buying more.

📈 Weekly Investment Review: inflation, Fed and interesting results!

This week is packed with crucial data from the US economy, the Fed Chair's speech and company results from around the world.

🌍Monday
Market reaction to positive feedback in the US-China negotiations.

📉 Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of...
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Earnings season is still going on and some interesting companies will report results this week. I will be most interested in the results of $JD, $BABA and $WMT.

Which companies' results will you be interested in?

Which Chinese stocks do you find interesting?

Recently I have been thinking about adding some Chinese stocks to my portfolio. So far I have only bought $BABA and have $BIDU and $BY6.F on my watchlist .

Recently, Chinese stocks have also plunged because of Trump. Yesterday they were up, but even so, over the last month, for example, $BABAhas lost over 20%, $NIO about 25% and $JD about 13%. I'm not currently buying much Chinese stocks, but I still have $BY6.F on my watchlist , which I would like to buy at a lower price.

Are you buying Chinese stocks now or do you have some on...
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Today Alibaba reported results that were very good, and it is clear that the company is still doing well. Shares rose 14% after the results. I bought the stock at the beginning of the year and am currently over 50% in profit, which makes me quite happy.

What do you think of $BABA'sresults ?

Which Chinese stocks are in your portfolio?

I used to not want to invest in China at all, but I changed my mind over time. I bought $BABAstock at the beginning of the year and would like to buy more $BY6.F at a better price .

📅 Key events of the week: What to watch out for in the markets?
This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:

🟥Monday:
Presidents Day (Presidents Day) - US stock markets will be closed.

🗣️ Tuesday:
Trump & Musk interview on Fox News - possible market reactions to topics related to...
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Do you have $BABAstock in your portfolio ?

Alibaba is doing quite well right now and the company seems to have recovered again. The stock is up 18% this year alone. I didn't want to invest in China before, but I bought a few shares of $BABAfor diversification .