$Utilities Select Sector SPDR Fund (XLU.US)$
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The withdrawn funds have shifted to new defensive sectors: the medical sector.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.

$NVIDIA (NVDA.US)$
NVDA fell, but chip stocks such as AMD rose. I really didn't expect this trend yesterday. But now it seems reasonable.
After yesterday's market, NVDA dropped to around 118 or even lower. I exchanged AMD and TSM for NVDA in the same position at around 118. Currently, NVDA has become my super largest position. The number of positions is equal to the second largest position (utilities, several stocks combined) and the third largest position ( $Tesla (TSLA.US)$ ) is the sum of.
I don't usually trade before and after the market, but yesterday I was really worried that NVDA would collapse the entire AI chip, causing others to drop even more. However, the opposite is true, $Advanced Micro Devices (AMD.US)$ Today, instead, it went up As it turns out, there's really no need for after-market trading unless you speculate on the ultra-short term.
Overall, however, in terms of technology, NVDA is still stronger than AMD. AMD needs to break through the important resistance around 170-175, that is, the cost of buying in a heavy position before and then being locked in, switching positions and cutting meat
$Bitcoin (BTC.CC)$ The flatbread side, for now, is being treated in reverse. If we want to continue our offensive, we must maintain the current price of around 61,000 to prevent the 20-day average from turning its head downward. As long as they can hold on, the bulls will have 10 days to accumulate strength and continue their offensive. If it falls below again...

$Super Micro Computer (SMCI.US)$
Last time. $NVIDIA (NVDA.US)$ I am very bullish on the earnings report, but unfortunately, I believed in SMCI's evil and didn't go all in on NVDA, instead I split my investment between NVDA and SMCI, as a result, I was fooled by this thing and missed out on a lot.
Later, I didn't give up. When smci fell to 700, I bought it again, but I learned my lesson and immediately closed my positions when I realized the momentum was not right. I suffered two losses, but finally gained wisdom and stayed away from smci, only buying nvda and other high-quality companies including $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $ASML Holding (ASML.US)$ 。
A netizen asked me what I think about smci earlier, and I immediately replied: better to buy nvda. I hope he saw my message.
In conclusion, trading stocks can indeed improve one's intelligence. Just for this reason, I will continue to persist.
Today, my positions in nvda, amd, and tsm are likely affected by smci, as they all declined. It's okay, the focus is on the after-hours earnings report.

$UnitedHealth (UNH.US)$
Before the market opened today, UNH once fell to around 512. I was originally planning to buy some, but later I thought it's better not to, unnecessary trades before and after the market. In the first few minutes after the market opened, seeing this trend, confirming it's fine, I bought in, the buying price was at 535.
What will happen to the subsequent price increase once a leading high-quality stock that has been consolidating for two years breaks through on high volume? Last June. $Costco (COST.US)$ Has already taught me a lesson. I learned from it, so heavily invested in February. $Taiwan Semiconductor (TSM.US)$ , A fall into a ditch makes you wiser.
Although a lot was missed from 515-535, but considering the potential future gains, what does this amount to? The situation has changed, different strategies make different profits. If you choose trend trading like me, you are destined to give up the head and tail of the fish, this is determined by the trading strategy itself.
The reason UNH has been in a two-year consolidation is due to multiple factors such as Fed rate hikes, Biden's policies, company management, etc. There are reasons for the stock price not rising. Now most of these factors have basically disappeared, the stock price can naturally break through heavy resistance, and start a new journey. (If there is an unexpected reversal in the election, Trump loses, then we will see)
Currently, the two stocks I plan to only buy and not sell are $UnitedHealth (UNH.US)$ Last night, the puzzle was solved. But I haven't been vigilant enough to watch the roller coaster in the second half of the night. Regarding the recent performance of the U.S. stocks, I have already given sufficient forward-looking in the review, basically verified, but there are still many puzzling places, the most puzzling one is $Tesla (TSLA.US)$ As for the stop-loss plan, for the sake of a...

$Advanced Micro Devices (AMD.US)$
Failed to break through several times in the past few days, there was good news yesterday but AMD's stock price fell back, I was a bit worried, reduced some positions, but still have a lot of holdings.I didn't expect it to collapse suddenly today. Now I can't run away.
Can only watch if 162 can hold, if it doesn't, then the previous W-shaped bottom structure is gone, can only completely surrender and admit defeat.
I would advise against copying my homework. I'm just a retail investor, like everyone else, I often lose money. I'm not good with losing money, and if my friends lose too, it makes me even sadder.
Here, I mainly share my thoughts, which can be used as reference. I welcome all rational discussions, as well as constructive criticism. But no cursing, that's meaningless. I invest to make money, not to gather fans. I don't have Twitter or YouTube, and the traffic here doesn't generate revenue. My goal is to improve my trading skills, make money from investing, and progress together.
But there are also comforting things, such as $UnitedHealth (UNH.US)$ For example, $Bitcoin (BTC.CC)$ These few days have been quite impressive.
I was still paying attention to $Utilities Select Sector SPDR Fund (XLU.US)$ I bought some during the pullback yesterday, I think it's likely to benefit from the interest rate cut, probably still...

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