I don't really understand the investment philosophy, but my own investment method is very conservative and simple.
I prefer to invest for a long time, and I prefer high-quality stocks. Set goals for myself. Don't be shaken by the turmoil in the stock market. Wait patiently. In the process of waiting, you need to build confidence in yourself. It is important to study more. In a situation where the market is bad, choose carefully, be careful and careful
$Apple(AAPL.US)$ 
$Alphabet-A(GOOGL.US)$ 
$Microsoft(MSFT.US)$ 
$Disney(DIS.US)$ 
$Coca-Cola(KO.US)$

Previous Highlights
Although the movement in the indexes Friday is relatively sedate so far, there is plenty of chaotic trading activity taking place. The sellings that happened into the close on Thursday continued this morning due in part to the very poor reaction to $Netflix(NFLX.US)$'s earnings.
Addtion to the earning reaction, according to Goldman Sachs, there is $1.3 trillion in single-stock options set to expire Frida...

$Apple(AAPL.US)$
Recent run-up is likely more from money moving from riskier tech/growth into something safer.
Shorter term I expect that money to move again likely more into other re-opening trades, and so I wouldn't be surprised if AAPL comes back down about 10%. It will likely stay around there a bit before the next upward surge to the 180s.

U.S. stock futures were steady in overnight trading on Tuesday after stocks continued their upward climb from the omicron sell-off.
On Tuesday, the $S&P 500 Index(.SPX.US)$ and $Nasdaq Composite Index(.IXIC.US)$ posted their best days since March.
The $Dow Jones Industrial Average(.DJI.US)$ rallied 492 points helped by gains in $Apple(AAPL.US)$, $Salesforce(CRM.US)$ and $American Express(AXP.US)$. The S&P 500 also registered a gain, climbing 2.1%. The tech-focused Nasdaq Composite was the stand-out performer after gaining more than 3%.
$Fortinet(FTNT.US)$ $NVIDIA(NVDA.US)$ $AutoZone(AZO.US)$ $ServiceNow(NOW.US)$ $Diamondback Energy(FANG.US)$ $Comcast(CMCSA.US)$ $Charter Communications(CHTR.US)$ $The Western Union(WU.US)$ $McCormick & Co(MKC.US)$ $Generac(GNRC.US)$

Today I want to introduce my new column about market performance.
This time we talk about large-cap stocks.
Some large-cap stocks like $Apple(AAPL.US)$ or $Tesla(TSLA.US)$ , we usually choose to buy the dip. This week, the U.S. market slid on Omicron fears, is it a good chance for large-cap stocks?
Let's see the biggest movers for large-cap stocks:
Top 10 movers for mega-cap stocks
Top 5 movers for large-cap value stocks
Top 5 movers for large-cap growth stocks
Which stock you choose to buy next week?
And don't forget to follow me, next time we will talk about small-cap stocks