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Bear hunting diary: When ammunition is low, patience is even more important. On Sunday, there was a bear hunting target but a lack of ammunition.

Bear hunting diary: When ammunition is low, patience is even more important.

On Sunday, I once again felt the frustration caused by the lack of position management. The Nasdaq is expected to fall further, there may be a buying opportunity tomorrow, but I do not have enough ammunition. This made me realize that I need to learn to be patient when bear hunting, waiting for a safe distance before shooting.

Reflection on position management

I have decided to make the following adjustments to my investment strategy:

1. Gradually replace SPY with VOO, which has lower management fees, for regular investment.
2. Adopt the 'six-four open' strategy: 60% for long-term investment, 40% for weekly swing trading.
3. Maintain 40% cash, available for buying opportunities or adding to dividend portfolios at any time.

This arrangement can ensure long-term stable income, as well as flexible response to market fluctuations, providing more ammunition for bear hunting.

## Blogger's Point of View Summary

### Treasure Warriors josie

- Nasdaq range: 18069-18183
- Nvidia may have the opportunity to get on board in the 258-295 range
- VST is worth paying attention to (even though the optimal buying point has been missed)

### JohnLu on Stocks

- Speculative funds have flowed into small cap stocks
- The Nasdaq is struggling to push higher.
- The S&P has reached the resistance of the last box high.
- Tesla may have a significant move.
- AMD is entering the top range.
- Microsoft may have a positive turn.
- Amazon may pull back to the range of 178-193.
- Google is expected to have a mild small rise.
- Apple is struggling to break through the resistance at 231-232.
- After nine consecutive increases, Meta may decline.

### Naje said about US stocks

- Focus on tracking block orders dynamics
- Prefer short-term high chasing strategy for 2-3 days

### CM US stocks

- Conservative operation is recommended
- Allocation advice: 60% long-term, 40% medium-term (long or short)
- Focus on the 20-day moving average
- Hold 30% cash to deal with the uncertainty in October.

### Old Ke's Viewpoint

- Bullish on Micron Technology's short-term performance
- But not recommended for long-term holding

## Summary and Action Plan

1. Optimize position management and reserve funds for buying low.
2. Combine RSP with weekly cycle trading to reduce average cost.
3. Pay close attention to the viewpoints of major bloggers, but form your own judgment.
4. 学习财报分析,提高个股研究能力。
5. 保持耐心,等待更好的猎熊机会。

猎熊之路漫长而艰辛,但只要不断学习、总结经验,终会成为市场中的顶级猎手。让我们继续前行,在熊市中寻找机遇!

相关链接:
1. [JohnLu谈股](https://www.youtube.com/watch?v=s2f-49Z7OmU)
2. [娜姐说美股](https://www.youtube.com/watch?v=CzQl-qZrVU0&t=15s)
3. [CM USA Stock](https://www.youtube.com/watch?v=03amM7mmFBo&t=787s)
4. [Senior Science Point of View](https://youtu.be/KhKFQq7uGCc?si=cOX21Ik0mn4Z9hlv)
5. [PCE Data Analysis](http://youtube.com/post/UgkxZEnDXQcABACvc2rs-3nNtEe6hDFIQsuJ?si=X487f8rHo4QAzMfl)
6. [Modi Financial Report](http://youtube.com/post/Ugkx7VT0eHbd2e3P8njTav7lBGrZtgQqFtvL?si=5RY3Uqo_V4ErOgAN)

Sources
[1] The best ETFs in the US in 2020 are a must-buy. https://www.tradesmax.com/component/k2/item/12278-etf
[2] [50,000] SPY vs VOO, understanding the terrifying high fees of these two ETFs? - YouTube https://www.youtube.com/watch?v=MP0iTv--cVo
[3] How to invest regularly in index funds in Hong Kong and the USA? - Lyu Xiaorong https://mednoter.com/invest-etf.html
[4]May I ask which brokerage app to use for regular investment in index funds? - 1point3acres https://www.1point3acres.com/bbs/thread-711467-1-1.html
[5] What are the strengths of the world's largest SPY ETF? How to choose between SPY, VOO, and IVV? Comprehensive analysis of the United States ... https://www.sinotrade.com.tw/richclub/USstock/SPY-ETF%E6%80%8E%E9%BA%BC%E8%B2%B7-%E4%B8%96%E7%95%8C%E6%9C%80%E5%A4%A7SPY-ETF%E5%BC%B7%E5%9C%A8%E5%93%AA-SPY-VOO-IVV%E6%80%8E%E9%BA%BC%E9%81%B8-%E8%B6%85%E5%AE%8C%E6%95%B4%E5%88%86%E6%9E%90%E7%BE%8E%E5%9C%8B%E5%89%8D500%E5%A4%A7ETF--6305d7d5730fde4ef4d64f89
[6] VOO vs. SPY - Finance - Meikaf Forum https://www.uscardforum.com/t/topic/266915
[7] Which index fund do you choose for regular investment? - Huaren.us https://huaren.us/showtopic.html?topicid=2393197
[8] [Fund] Investing for 20 years, choosing between SPY and QQQ? - Investment - 1Point3Acres https://www.1point3acres.com/bbs/thread-776750-3-1.html
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