新用户 Nick
2025.11.06 23:49

Defense is offense

LongPort - 陆家嘴扫地僧
陆家嘴扫地僧

$Recursion Pharmaceuticals(RXRX.US)$Berkshire Hathaway B(BRK.B.US)$Unitedhealth(UNH.US)

Lessons from this market trend: 1️⃣ Be willing to reduce positions after small-cap stocks rise, don't always try to sell at the peak; 2️⃣ Before a bottom pattern forms during a decline, be cautious about bottom-fishing and selling puts, prefer chasing a bit on the right side; 3️⃣ After tech stocks collectively reach local highs, hold a lot of cash or allocate to defensive stocks like Berkshire and Coca-Cola; 4️⃣ In a broad market trend, good news realization turns into negative, and it's a good time to sell, like the tariff war easing from the Xi-Trump meeting and Fed rate cuts this round; 5️⃣ When bad news is exhausted, it turns positive—once the US shutdown ends, the market should rally.

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