高贵的阿德莱德 shared · Aug 7, 2023 10:37

What are you afraid of, what will come

Weekend leisurely complaining:

"What I am most worried about now is $Apple (AAPL.US)$ and $Tesla (TSLA.US)$ mass selling. In addition, $Microsoft (MSFT.US)$ also starting to weaken. In case $NVIDIA (NVDA.US)$ if the financial report falls short of expectations, guidance fails, all four leading sectors stall, the stock market may experience a significant drop."

I didn't expect the first two sentences to come true today I thought there would be a rebound before the fall. It will take a while for nvidia's financial report to be released, it's hard to say now. I just hope that the previous hype around Nvidia wasn't too much, and they don't lower the guidance again before the financial report.

Weekend rant post:

The noble Adelaide: Tesla has not reached the bottom for now.

At present $Alphabet-C (GOOG.US)$ and $Amazon (AMZN.US)$ Still relatively strong, after all, it is far from the historical high point, unlike some stocks that have hit new highs. Currently, the performance is not catching up with the stock price, facing immense pressure.

Currently, the best strategy I personally believe in is to hold and observe, placing it into a money market fund. The probability of a significant decline is not very high, a drop of around 5-10% is enough. I don't think it will fall below 4000 points. It's okay to take protective measures, shorting doesn't make much sense. But since the downtrend hasn't stopped yet, I dare not rush in to buy, I can only wait boringly. In addition, it's also good to allocate some to defensive sectors. I will continue to hold medical, energy, agriculture, and defense stocks.

$The Health Care Select Sector SPDR® Fund (XLV.US)$

$Energy Select Sector SPDR Fund (XLE.US)$

$VanEck Agribusiness ETF (MOO.US)$

$RTX Corp (RTX.US)$ Taking a chance on a recovery rebound.

$General Dynamics (GD.US)$ Continue to call.

$3M (MMM.US)$ It can be considered as half a defense stock. I believe the trend reversal can be confirmed, it's currently just a pullback.

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