Bear Hunting Diary: Despite the shortage of bullets, it is crucial to remain patient.
On Sunday, I once again felt the distress caused by the lack of position management. The Nasdaq is expected to continue to fall, there may be a good buying opportunity tomorrow, but I do not have enough ammunition. This made me realize that I need to learn to exercise patience during bear hunting, waiting until a safe distance to shoot.
## Reflections on Position Management
I determine to make the following adjustments to the 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 wave trading.
Keep 40% in cash, which can be used for bottom fishing or deposited into dividend portfolio at any time.
This arrangement can ensure long-term stable income, as well as flexibly respond to market fluctuations, leaving more ammunition for bear hunting.
## Blogger's Opinion Summary
### Raiders of the Lost Ark josie
- Nasdaq range: 18069-18183
- Nvidia may have the opportunity to enter the range of 258-295
tesla is worth paying attention to (although the best buying opportunity has been missed)
### JohnLu Talks Stocks
- Speculators' funds have flowed into small cap stocks
- Nasdaq is struggling to reach new highs
- S&P has reached the previous range high pressure
- Tesla may have a major move
- AMD is entering the top range area
- Microsoft may be turning positive.
- Amazon may pull back to the range of 178-193.
- Google is expected to have a moderate small rise.
- ...