Zoey Zhu, CFA

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Zoey Zhu, CFA

Portfolio Manager/Quantitative Strategist at Janus Henderson Investors U.S. She is fluent in Mandarin.

Zoey Zhu is a Portfolio Manager and Quantitative Strategist on the Exchange Traded Products (ETP) Quantitative Strategy Team at Janus Henderson Investors. Prior to joining the firm in 2018, she was with Credit Suisse as a business analyst in the fixed income derivatives group from 2013 and started her career there as a technology analyst in 2012. Zoey earned a bachelor of computing degree with hon

ours in information systems from National University of Singapore and a master of science degree in computational finance from Carnegie Mellon University. She holds the Chartered Financial Analyst designation and has 10 years of financial industry experience.

03/03/2023

Pre-Market | ChatGPT concept is speculated again as all three stock index futures rise!

Tesla data showed a small increase in foreign car sales, holding the probability of a small profit in the short term. The U.S. stock blockchain concept stocks pre-market lower, related stocks have not a small decline in the impact of short-term reduced holdings of such stocks, and finally the concept of artificial intelligence I mentioned earlier rose collectively, with the ChatGPT, related industries will have a larger profit margin this year!

The portfolio team sent out quality stock codes for the client base yesterday based on data from AI related companies. Profits will come out today and members will need to follow instructions to sell!

Buy the portfolio for profit yesterday.
Code: SOUN Profit : 10%
Code: BBAI Profit: 10%
Code: BZDF Profit: 5%
Code: CHPT Profit : -11%
Portfolio Profit : ( 14%)

We will continue to share portfolio stocks on Friday when US stocks open. Members have executed this week to gain more objective profits in quality stocks, and I'm proud of you!

For fan engagement slots please contact me to sign up!

03/02/2023

Pre-Market｜The three major stock index futures are weak and shaky!
US stocks are less optimistic at this stage, reducing allocation and risk in the portfolio.

Buy the portfolio for profit yesterday.
Code: CRM Profit : 15%
Code: OKTA Profit: 13%
Code: SNOW Profit: -9%
Code: PLUG Profit : -2%
Portfolio Profit : ( 17%)

The portfolio team continues to screen new portfolios for clients today, with overall profits assessed at between 12-19%. Please contact us for the latest portfolio strategies.

03/01/2023

Pre-Market | Three major stock futures rise as Bank of America warns Fed may raise rates to nearly 6%

The Federal Reserve could raise interest rates to nearly 6%, above traders' expected rate peak of 5.4% in September last year. Following similar moves in March and May of the previous year, the Bank of America now remains hawkish in its bets on the movement of interest rates on the currency, and it recently increased its expectations for another 25 basis point rate hike by the Fed in June, with the highest rate expected to reach 5.25%-5.5%.

Yesterday's buy portfolio profits.
Code: LI Profit : 5%
Code: XPEV Profit: 3%
Code: FFIE Profit : 6%
Code: RETA Profit: 1%
Portfolio profit ： (15%)

The portfolio team continues to screen new portfolios for clients today, with overall profits in the range of 14-22%. Contact us for the latest portfolio strategies.

02/28/2023

Three major stock index futures rise as US inflation gets another "bad news"

In its latest report, Goldman Sachs noted that used car auction prices have rebounded by 7.5% over the past two and a half months, implying upward pressure on used and potentially new car inflation in the early spring, further complicating the outlook for US inflation.

The quality stocks (portfolios) shared yesterday and bought on Monday fermented higher on today's news
Tesla was up 2% in pre-market.
Insider news. Production at Tesla's giant Model Y factory in Texas is expected to reach 4,000 units per week soon
Chevron up over 1% in pre-market
Insider news: Company raises stock buyback guidance to $10 billion to $20 billion per year
Zoomlion up more than 7% premarket
Insider news: Q4 results beat analysts' estimates and provide upbeat full-year earnings guidance
Seaway up nearly 4% pre-market
Insider news: Q4 revenue of $630 million, third consecutive quarter-on-quarter increase
Namedrop is up over 4% premarket
Insider news: H2 2022 net profit jumps 126.9% YoY to $764 million
Hutchison Whampoa Pharmaceuticals up nearly 6% pre-market
Insider news: Full-year 2022 total revenue up 20% to $426.4 million
(Total gain of 24%) Selling today.

The team has received a new set of portfolio reports today, need to click on a session and contact me for them!

02/27/2023

Urgent! US inflation rebounds

The PCE index in the US, year on year, is all up and such hot data is obviously causing panic in the markets, but no doubt this will also be a very good buying opportunity.

There is now a report from the Vickers Venture Partners research centre that these US stocks are holding at key support levels. Investors who would like a detailed report with specific buy prices should click to initiate a conversation with me!

02/24/2023

How to achieve a high win rate portfolio on huge market data.

By taking an active approach focusing on profitable companies, the small and mid-cap space will provide opportunities in the current economic environment.

US small and mid-cap companies are typically subject to economic cycles and have historically outperformed larger companies in the early stages of recovery, as larger companies are typically slower to react to changing economic conditions.

The overperformance of small and mid-cap stocks over the past few years has disappeared, with absolute valuations now well below historical averages and relative valuations (relative to large caps) near the lows of the early 2000s.

Smaller and mid-cap companies tend to be more US-centric and may benefit from the long-term theme of return/de-globalisation, while being less sensitive to dollar fluctuations.

Equity allocations are typically top-heavy, with an overweight to large-cap stocks (76% of the average advisor portfolio allocation in our proprietary database* versus 69% in the Russell 3000 ® Index), creating potential opportunities to reduce market capitalisation size, expand equity footprints and take advantage of the current market environment in two ways.
Valuations: small and mid-cap valuations are near historic lows and are attractive from both an absolute and relative (to large caps) perspective; starting at these levels has historically been attractive when looking at forward returns.
Economic recovery: small/mid caps can rally quickly as they are structurally overweight cyclical sectors such as industrials, financials, materials and energy compared to large caps.

Finally, we believe it is prudent to take an aggressive approach in the small/mid cap space in order to focus on higher quality companies and avoid the unprofitable ones.
If your investments are not profitable, there is bound to be a huge mistake in your portfolio, contact me for correction. Let yourself enjoy the steady returns of the right portfolio!

02/23/2023

Hello Facebook fans, my name is Zoey Zhu from Janus Henderson Investors and I am a portfolio manager, quantitative strategist at the firm.

As the world is showing signs of accelerating this year, I am officially sharing and seeking collaborators on behalf of the firm on Facebook.
Our fixed income team provides active asset management solutions to help clients achieve their investment goals.
From core and multi-sector investments to more targeted mandates, we offer innovative and differentiated techniques specifically designed to support our clients in navigating each unique economic cycle.

The team's capabilities can be accessed through individual strategies or combined in bespoke hybrid solutions.

Address

United States New York New York
York, NY

Website

https://www.janushenderson.com/en-us/advisor/about-us/

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