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.
- ...