July P/L Challenge
![July P/L Challenge](https://sgsnsimg.moomoo.com/sns_client_feed/104473823/20240731/1722404587817-random2320-104473823-android-org.gif/big?area=104&is_public=true)
July feels like Chinese New Year to me with lots of counters in red ![]()
My portfolio is heavy on technology and semiconductor stocks and hence took a plunge in July. Overall the portfolio still in green with non technology stocks such as UNH save the day. The July experience taught me that it's important to have a diversified portfolio with growth and defensive in different sectors. This is especially true when market is rotating out from technology stocks.
![July P/L Challenge](https://sgsnsimg.moomoo.com/sns_client_feed/104473823/20240731/1722404588426-random7936-104473823-android-org.png/big?area=104&is_public=true)
![July P/L Challenge](https://sgsnsimg.moomoo.com/sns_client_feed/104473823/20240731/1722404588576-random8679-104473823-android-org.png/big?area=104&is_public=true)
![July P/L Challenge](https://sgsnsimg.moomoo.com/sns_client_feed/104473823/20240731/1722404588714-random2962-104473823-android-org.png/big?area=104&is_public=true)
![July P/L Challenge](https://sgsnsimg.moomoo.com/sns_client_feed/104473823/20240731/1722404588870-random6476-104473823-android-org.png/big?area=104&is_public=true)
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