$Utilities Select Sector SPDR Fund (XLU.US)$
This year's investment in XLV is estimated to come to an end because there may not be good opportunities before the end of the year.
Two purchases made this year, at around 62 and 70 respectively. When it rose to around 80, positions were gradually reduced, and all positions have been liquidated today.
The key is not how big the magnitude is, but how small the risk is. With low risk, it means a relatively large position can be opened, so this wave is good. For those with large fluctuations, I am risk-averse, I dare not open large positions, therefore it is difficult to make money from it, even if I do, I basically have to give it back.
The withdrawn funds have shifted to new defensive sectors: the medical sector. $The Health Care Select Sector SPDR® Fund (XLV.US)$ Currently, XLV is my third largest holding. After a period of correction, I feel that the current price is relatively reasonable. Even if it continues to decline, the decline will be relatively limited. Given the current economic uncertainty, last week's non-farm payroll data clearly did not match the facts, so I prefer stability.

$Lion-OCBC Sec HSTECH S$ (HST.SG)$ almost 52-week high of 0.84.

$DBS Group Holdings (D05.SG)$
DBS seems weak. It already broke the uptrend, also broke 20EMA support, the next one is 60EMA(around S$31.6), see if it could hold it. If it could hold, we could expect a consolidation or potentially reversal depends on Macro(rate cut, or potentially easing again).
Unfortunately we’re unable to short it.

$Advanced Micro Devices (AMD.US)$
$Tesla (TSLA.US)$
Next plan for adding to positions:
tsla: 210
amd: 140
Sector rotation is a good opportunity for technology stocks to attract funds.
Apart from offense, it's also important to focus on defense. I still bullish on utilities sector, including most stocks except new energy fund like nee. They are strong in certainty, unaffected by economic cycles and bipartisan policies, rate cuts are favorable. $Utilities Select Sector SPDR Fund (XLU.US)$ Apart from new energy fund like nee, most stocks are still appealing to me. They have strong certainty, are unaffected by economic cycles and bipartisan policies, rate cuts are favorable.
Even if small cap stocks can make money, I don't plan to participate. Don't have that much energy. Small cap stocks that were bought for fun before, plan to gradually switch to technology stocks along with the decline in big technology.
As for bitcoin, I currently see it in a sideways consolidation phase, considered a downtrend period, with no specific trading plan for now.

$Advanced Micro Devices (AMD.US)$
Yesterday, there was a gap-down opening, and the stock plummeted all the way, forming a bearish candlestick pattern with a long lower shadow. There was no opportunity to jump ship, and it crashed directly.
The previous upward trend no longer exists. Currently, I believe that it will consolidate around 162 as the center, with a high probability of trading between 155 and 170. This is an estimate, not very accurate, but that's the general idea. The consolidation trend is likely to continue until the financial report, and then a new direction will be chosen.
Of course, after the financial report, there may continue to be consolidation, for example, if the performance meets expectations but the stock price has already fallen in advance, so consolidation continues. However, the 200-day moving average is approaching this level from below, which will provide more support.
Although the price of this consolidation is not cheap, it is not considered expensive either. It still depends on the performance and forward guidance to determine the subsequent trend.
My choice is to primarily observe. If it reaches around 170, I may consider reallocating to other stocks if there are better opportunities.
As for Biden's so-called export ban, I think it's just a panic sentiment. If people can sneak across borders, let alone a chip? Unless a chip is like software, where it must be connected to the internet and logged in with an account to be used, that's another story. But I think that's unlikely.
If this round of selling intensifies, I will see it as an opportunity to bottom fish for ai chips.

$Tesla (TSLA.US)$
Looking back, my 'godlike' sell-off of Tesla stock yesterday was quite something. Although I entered at 180 and made over 10%, when I sold off, I also anticipated today's potential rise, but didn't expect it to increase this much. Even though the delivery data isn't too bad, it's still significantly lower year-on-year. Ah, missing out on a 10% rise in just one day, really unexpected.
However, anyway, thinking back, why was I so bold when entering at 180, but so cautious yesterday?
Probably for multiple reasons. I think the main reason is that after making a lot of profit with Nvidia and TSM a while back, and then selling off Nvidia near its peak and reversing to bottom-fish Tesla, it was also incredibly lucky. So I think, a person is unlikely to always be lucky, luck also needs to have its downturn.
This time it seems to be true, luck indeed had its downturn.
However, it's also good, maintain a calm mindset, a downturn in luck might actually be beneficial for future upward trends.
Regarding the buying plan for Tesla:
This afternoon, near 226, when the hourly chart tested the MA5, I bought a little bit.
In the future, continuing to rise like this is definitely not sustainable. Let's deduce a few possibilities:
1. Very strong, staying sideways near the current price for a few days before continuing to rise.
2. Stay steady, rebound without falling below 200, and continue to make progress. Possible positions for a pullback are around 218 and 206.
3. Continuing the upward trend in place, rapidly bursting every day...

$CapLand China T (AU8U.SG)$
ultra risky move. sentiment is bad. good luck to me. DYOR