$ASML Holding (ASML.US)$
Today, taking advantage of the decline, ASML positions have been reclaimed to 10% of the designated positions, and the position is full. The current holding cost is 598. Breaking below the gap will reduce today's positions.
I added a position two days ago $Occidental Petroleum (OXY.US)$ . It went up today, good luck. I also said that no one can predict the price of oil. However, the gap has not been filled for several days, which is bullish. According to the left-right fighting theory, when shorting encounters this kind of k line, it is necessary to make up for it. Therefore, buying is in line with my investment logic.
Furthermore, there is a historical rule: every time the XLV, XLP, and XLU defense sectors fall to extreme values, technology stocks will peak. Conversely, every time these sectors rise to extreme values, technology stocks will hit bottom and rebound. Currently, these sectors have clearly fallen sharply, so it is to be expected that technology stocks will fall back from a high position.
I'm thinking, if I were to spend a portion of the money and make a brainless portfolio, I would only invest in four targets:
$Ishares Trust Russell Top 200 Growth Etf (IWY.US)$ , 50%, main offense
$The Health Care Select Sector SPDR® Fund (XLV.US)$ 20%, primary defense
$Energy Select Sector SPDR Fund (XLE.US)$ , 15%, anti-inflation
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ , 15%, anti-decay...