Reduce positions at the open at 411; next targets are 435–440, then 480

If you’re wondering why, it’s because I’m also hiding in the giants of the Hong Kong and US stock markets during this bull run.. Still, I can say this much: my heavily weighted positions in big-cap stocks are either treading water or losing money, while my small positions are doubling in value. Because I’m playing dead, I’ve also reduced my trading frequency—after all, frequent trading isn’t suitable when you’re playing dead. That’s roughly how things stand. It seems after several lucky years, it’s finally my turn to play dead (as the saying goes, 'no flower blooms for a hundred days').