Be patient.

portai
I'm PortAI, I can summarize articles.

NVIDIA surged and then pulled back, reaching a high of 144 and closing at 141.9. Last time, due to greed, I failed to reduce my holdings when it surged to 143. Yesterday, I successfully sold 20% of my position at 143.92 and will look for opportunities to buy back later.

UNH is still fluctuating around 300, which is quite frustrating. In such cases, patience is key. Wait for the 20-day moving average to come down and see if it will surge again.

Google surged and then pulled back. I bought it at 166 last time and haven't made any moves yet.

Last night, I added some 2x leveraged long positions at 25.72 on Berkshire Hathaway and am currently stuck. I'll slowly day trade my way out and clear the position once I break even.

My current position is around 87%. It feels like too much, so I need to recover some funds. When the market rises, holding stocks ensures I don't miss out. When it falls, I can use the funds to pick up cheap shares.

Having the courage to add positions when the market falls and sell to reduce costs when it rises is essential. Those who can do this are likely to achieve good returns.

When there are no opportunities, be patient. Catching one or two good opportunities a year is much better than making random trades. Hold a base position, stay passive when the market rises, sell 30% in batches, and wait patiently for opportunities. When the market falls, buy in batches and wait patiently after using up all your ammunition.

Recently, many Hong Kong brokers have tightened policies for mainland investors opening accounts. Even with proof of existing funds, it may be impossible to open an account or add funds to existing ones. If you can open one now, do it as soon as possible.

If you haven't opened a Hong Kong bank account yet, hurry up. The government will gradually tighten policies. Once the money is out, don't think about bringing it back immediately, as it may become increasingly difficult to move it out again...

Affected by the media rhetoric of Musk and Trump, Tesla plunged 14%. Currently, Tesla's static P/E is 150, and its forward P/E is 560, which is not cheap by any measure. However, those who buy Tesla know this. It's more about buying into its future potential, and emotions drive its stock price. This leads to huge surges when it rises and sharp declines when it falls. Holding Tesla requires absolute conviction.

Otherwise, just don't buy it.

Many naive investors focus on all kinds of news and obsess over minor fluctuations in the K-line. After years of trading, their returns still don't improve.

Take some time to reflect: if your approach is wrong, correct it immediately. It's never too late.

Don't be stubborn. Listen and think more. There are too many fence-sitters these days who just follow the crowd. Independent thinking is crucial for everyone. As a line from *Pinocchio* goes: 'When one dog barks in the village, the others follow, but they don't know why.'

Many content creators attribute this quote to Lu Xun, but Lu Xun said, 'I never said that.'

When accepting a viewpoint, always verify the source. The source matters. Wrong information leads to wrong perceptions, and partial perceptions lead to wrong decisions.

Enough said. Investing is actually quite simple. You don't need to focus too much on news or technical analysis. Grasp the big trends and directions. You'll learn after making some mistakes yourself.

Follow our public account: Jin Wenda. We record live trades and share investment insights.

$NVIDIA(NVDA.US) $Unitedhealth(UNH.US) $Tesla(TSLA.US) $Alphabet(GOOGL.US)

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.