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高贵的阿德莱德 commented on a stock · Oct 9, 2023 11:42

The post about fighting left and right seems to have been selected. Thank you all for your attention

This strategy has only just begun to be applied in practice. As to how effective it is, it will take time to test. Previously, when searching for stock selection, I also stepped into some holes (such as $Utilities Select Sector SPDR Fund(XLU.US)$ 💩), However, the model has now been basically determined.
I chose the following stocks as long-term left-handed holders.
1. $Microsoft(MSFT.US)$ The planned position is 10%. Currently, the position is only 2%. Buy at bargain prices, and the bottom position is not cut.
2. $Alphabet-C(GOOG.US)$ versus $Meta Platforms(META.US)$ , choose one of the two or buy both. The planned total position is 10%, the current position is 7% meta. If you go back down, you can add a position (short your right hand to make up for it), and sell if you run high (open a position by shorting it with your right hand)
3. $Tesla(TSLA.US)$ versus $Apple(AAPL.US)$ The planned position is 10%, and the current position is 2%. They are all Tesla. The plan is to increase positions at bargain prices, and not sell bottom positions. Instead of playing with an Apple over 170, it's better to play Tesla on a band.
4. $ASML Holding(ASML.US)$ As far as I know, it is a chip stock that is both offensive and defensive and has excellent defensive properties. Planned 10%, currently 5%. Half-position, regardless of whether it rises or falls, is a good thing for me.
5. $UnitedHealth(UNH.US)$ My favorite defensive stock, is planned to be 10%. Currently, the left hand position is 10% full. Sell on the right hand and go short at high prices. However, it still continues to be bullish, but the position is full, so I won't buy it again.
6. $Procter & Gamble(PG.US)$ with $Consumer Staples Select Sector SPDR Fund(XLP.US)$ The defense unit under observation is currently under cover. The original planned position is 10%, and the current position is 8%. I've rethought this today, and I don't think this thing is offensive; I really don't need to buy that many. Therefore, the maximum planned position was reduced to 5%. Therefore, there are currently too many open positions. If there is an overrun and a rebound, wait for an opportunity to sell.
7. $McDonald's(MCD.US)$ , probably the originator of prepared dishesThe planned position is 5%, which has now been increased to 4%. I don't believe diet pills will shake McDonald's. I think it was MCD that had gone up too much before. Taking advantage of this excuse to pull back, it's still bullish for a long time. Dining out, if you're afraid of an assassin suddenly attacking your wallet, gut, or taste buds, McDonald's's stable price and taste, and relatively reliable food safety should be your first choice (Ice Cream Assassin's Stalk）
8. $FactSet Research Systems(FDS.US)$ It is also a long-time bullish stock. The plan is 5%, and the current position is 5% full.
9. $Palantir(PLTR.US)$ ， $Unity Software(U.US)$ as well $Snowflake(SNOW.US)$ , AI concept growth stock. Planned 10%, currently 5%.
10. Energy stocks, including conventional and clean energy. However, currently clean energy is scum, so I won't touch it for the time being. Plan 10%, currently hold 6% $Occidental Petroleum(OXY.US)$ 。
11. Flexibly adjusted. This part isn't well planned, so be flexible. Currently held $General Dynamics(GD.US)$ I bought 5% at the opening of the market, and had just reached the highest platform gap. I think the increase was too drastic. Within a day, I took profit by half. If you step back, add up to 10%. Also consider $Northrop Grumman(NOC.US)$ ， $Lockheed Martin(LMT.US)$ with $RTX Corp(RTX.US)$ At that time, stocks will be selected according to technical aspects.
$American Airlines(AAL.US)$ The cost of 12.8, 5% of the position, fell into a dog. You can only hold it and wait to unpack
$Novo-Nordisk A/S(NVO.US)$ Weight loss pills are all over the place. Is there really such an artifact? Let's buy a little bit and have fun
$Rivian Automotive(RIVN.US)$ It's only a little bit. Although it's not too painful to lose light, I was also thrown to death. But I think the drop was a bit steep. Recently, the number of Rivian cars around me has increased at a speed that can be seen with the naked eye, and the market for pickups and large SUVs in the US is too big. I still believe they can succeed, wait until they lose ground, and consider increasing their positions.
Let's see how they perform before the end of the year.
Finally, I would like to add:
The strategy of fighting left and right is more reflected in trading operations. Trading with a right-handed, bearish mindset to decide when to go short (sell) and when to go long (make up) can help me overcome a lot of fear and greed. However, a long head (left hand) can overcome one's shortsightedness.
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高贵的阿德莱德
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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