10/07/2026
For Portfolio IV
Netflix Inc (NFLX), Cadense Design System (CDNS) and Synopsys Inc (SNPS).
Increase investment for Netflix Inc to 4.5% of Portfolio IV.
Close the positions of Cadense Design System (CDNS) and Synopsys Inc (SNPS).
Sell Call Option
Generate income and relocate investments
The common share price of Netflix Inc has bee declining for more than a year and is about 50% discounted compaing 12 months ago. Portfolio IV is replacing Cadense System and Synopsys with Netflix Inc for better opportunity of capital gains. Also, TTM PE of Netflix is trading below 30 and future PE is below 20 according polled opinions from analysts.
The funders of Netflix was able to think outside of box to solve long standing complaints from customers. From mailing rentals, streaming subscriptions, Netflix originals and Ads-companied streaming, innovations always are the strong suit and culture of Netflix Inc. The whole landscape of media entertainment industry has shift to Netflix's direction, such Disney+, Amazon TV, Apple+, Warrner Brothers etc.
Netflix is actually push Hollywood into brighter prosperity, especially studios who own films' right. Think about it when half-century old films will suddenly alive todays if without streaming subscriptions. Another thing, it should be considered a good news that Skydance merges with Warner Brothers (almost 100 billion debt). Along the way, Netflix Inc maybe has another chance to acquire assets from Warner Brothers.
Also, Portfolio IV utilizes the purchased shares to sold/wrote 1 option
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
09/15/2025
For Portfolio II, IV
SolarEdge Technologies (SEDG), Cadence Design Systems (CDNS), Synopsys Inc (SNPS), NVIDIA Inc (NVDA), Netflix (NFLX).
Reduce the position of SolarEdge 70% for both portfolios
Reduce the position 50% for Cadence Design Systems, Synopsys Inc, NVIDIA Inc and Netflix Inc for both portfolios
Adjustment the position of investment
Taking some profit and reducing the exposure of downside risk for SolarEdge is a sound idea now due to the geopolitical tension and slower improvement in operating cash flow.
50% of investment reduction for above mentioned securities are related to following reasons:
Higher stock market valuation comparing to a potential slower economic growth on business and jobs.
Tension and uncertainty on global economy, especially in Asia.
Create larger pool of fund for raining days.
This is not a fair valued stock market.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
07/03/2025
For Portfolio II, IV
Synopsys (SNPS), Cadence Design Systems (CDNS)
Invest additional 2% for both companies in Portfolio II & IV
For long term
The reason of increasing investment in SNPS and CDNS is the policy for IC restriction is clearer.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
06/10/2025
For Portfolio II, III, IV
Initial an investment of 2% of the Portfolios for Cadence Design Systems (CDNS) and Synopsys Inc (SNPS).
For long term and medium term investment
From daily life to industrial utility, ICs and electronics have been here for more than half of century. In the foreseeable future, utilization of semiconductors is going to be ubiquitous more than ever. From more recent fever of AI development to futuristic robotics, data centers also will be required to pack with more advanced, higher speed equipment. Therefore, semiconductor designers and manufacturing and systems developers have to advance their technologies and products to compete.
Cadence Design Systems and Synopsys are here to help businesses who develop, manufacture semiconductors and create, maintain systems. Both companies compete each other and they are major leaders in developing their software platform which provide tools for design, creation, manufacturing semiconductors and systems.
They are like the picks and shovels providers in gold rush. Cadence Design and Synopsys have been in business before dotcom bubble, but the acceleration of ICs and electronics development has given both companies a great deal of importance in this technology development era. And so far, both companies are in the equal footing in business competition. Equal weight of investment seems a right choice.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.