Judgment mistakes, correct them quickly
Yesterday, I carefully studied my holdings and made some deductions. As soon as the market opened today, some erroneous operations were corrected. Also, in line with recent trends, this morning's operations are as follows, and all transactions have already been completed:
1. sell $Adobe(ADBE.US$ , buy $Palo Alto Networks(PANW.US$ . Adobe did misread it, or rushed in without getting out of the desired structure, which was an operation error. When Panw breaks through resistance, it is necessary to go in as soon as it rises; it is not easy to catch up when it rises.
2. $Intel(INTC.US$ Partially dropped out of stock $Taiwan Semiconductor(TSM.US$ Both have positions, more TSM, and are currently the largest holdings (other than TLT). I currently hold three semiconductor stocks, which is considered a heavy semiconductor position.
3. $Alphabet-C(GOOG.US$ Transfer all warehouses to $Amazon(AMZN.US$ . Google, a high-ranking shooting star, and the establishment of a top structure, left a gap today. I feel a bit empty and left the market with a profit first. If we can't make up for the gap, then there will still be a drop. If the gap is made up today, I can buy it back tomorrow.
4. $iShares 20+ Year Treasury Bond ETF(TLT.US$ , some warehouses were transferred to $Zillow-C(Z.US$ . Real estate has been a bit hot recently, and the technical side is also in a bullish pattern. It is estimated that it will continue to rise for a while.
5. sell $UnitedHealth(UNH.US$ , buy $Progyny(PGNY.US$
6. Kakura $ON Semiconductor(ON.US$
As for TLT, there is currently a risk that the US economy will fall into stagnation. If that happens, we'll have to keep raising interest rates. Hope the final interest rate doesn't exceed 6%.
Although I keep calling for the stock market to be empty, that will happen at the end of this year and next year. In the short term, I will still buy on dips, but I will be very careful and stop losing as soon as I break the position.
$NVIDIA(NVDA.US$ Let's wait for Viagra's earnings report, and $Costco(COST.US$ Looking ahead, these two financial reports are still very influential. I'm not very optimistic $Costco(COST.US$ Because Costco stuff is really getting more expensive, I almost can't buy it, and if the price increases, I'll cancel my membership![]()
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本人散户，闲钱投资，名字为富图系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。㊗️大家越来越🐮
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decisive Beaver_4398 : Very detailed . I like your analysis.
美股王炸 : I admire your courage
I still dare to follow PANW under this kind of market today; I don't have the guts
高贵的阿德莱德OP 美股王炸: Recently, the market has been greedy, and a sharp rise in volume may attract a chase after a sharp rise in volume. Since it's speculation, then speculate to the end
美股王炸 高贵的阿德莱德OP:
The theory is like this
高贵的阿德莱德OP decisive Beaver_4398: Thank you, welcome to leave a message to share your views, learn together, and make progress together. There is too much pressure to trade stocks in a bear market, so I encourage them all.