Feeling lost on how to create a personal investment strategy? Uncertain about how to evaluate its effectiveness? This post might just provide some of the answers you're seeking.
Map your TA strategy
A trading strategy that suits your personal investment goals and approach is crucial. Every strategy unfolds in three stages: planning, recognizing, and acting. It all starts with setting the trading rules you'll follow.
💡 Curious about differen...

My YTD profit was 21.11% VS 19.79% for S&P500  and 20.00% for NASDAQ respectively as of 19th Sep,2024.
Picture YTD P/L as of 19th Sep, 2024.
Picture of my portfolio as of 19th Sep, 2024.
As shown in the picture of portfolios, more than 80% of my holdings in my moomoo account currently are Funds, which is moomoo cash plus. In other words, I use moomoo not only for trading but also for parking capitals. Moomoo cash plus return is better than bank fix depo...

With the Fed’s recent rate cut of 50 bps, I’ve revisited my current positions and updated my strategy for Q4:
5 Dos:
1. Do manage sold puts carefully: Roll them if necessary to avoid further losses, especially on tech stocks.
2. Do capitalize on tech strength: Consider adding more long positions or calls in tech (e.g., Nvidia, Microsoft).
3. Do stay updated on Fed actions: Rate cuts will impact market trends, especially in growth sectors.
4. Do adjus...

Strategy shifts: In lieu of the rate cuts I have started allocating cash into bond related funds
Unexpected gains: Does moomoo rewards counts as unexpected gains?
Future tactics: Continue to closely monitor the market and never stop learning & earning both at the same time
Here are 5 Dos and 5 Don'ts for position/portfolio adjustments:
5 Dos:
▲Set clear goals: Define your investment objectives, risk tolerance, and time horizon before making adjustments
▲Monitor and reb...

Over all accounts and portfolios, I am up approximately 500% in fifteen months. I am steadily de-risking and use leverage in the form of options only (vs margin.) Adding shares that are down on most days and building hedges. I’m learning about how to construct a portfolio for the long-term, as I’ve reached my goal. Though still play a bit as I enjoy speculation and due diligence. I’ve even bought TLT (ok, TMF, calls.) Buying bond ETFs and other adjustments, such as VIX calls, are...