📌《High-Execution Investing · 10 Pocket Rules》

(Concise Execution Version)

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① The Three-Layer Structure Never Changes

• Core Portfolio ≈ 70%

• High-Volatility Portfolio ≤ 20%

• Cash ≥ 10%

Structure first, returns later.

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② No Single Stock Exceeds 30%

No single stock should account for more than 30% of the portfolio long-term.

Concentration can make money,

Over-concentration can destroy an account.

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③ High-Volatility Portfolio: Only 1–2 Familiar Stocks

Don't frequently switch targets.

Don't chase hot trends.

Only trade high-volatility small-cap stocks you've thoroughly researched and understand the rhythm of.

Familiarity = Win Rate.

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④ Plan First, Then Wait for the Market

Set in advance:

• Price levels for reducing positions

• Price ranges for adding positions

• Ranges for selling puts

• Ranges for selling calls

No impulsive decisions during live trading.

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⑤ Do Subtraction During Rallies

• Reduce positions in batches

• Sell calls to collect premium

• Keep the core trend position

Control greed when prices are rising.

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⑥ Build Structure During Dips

• Control total position size

• Sell puts in batches

• Don't exceed the upper limit

Control fear when prices are falling.

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⑦ Profits Must Be Crystallized

After profits from the high-volatility portfolio:

• Roll part into index funds

• Convert part to cash

• Do not roll all back into high-beta assets

Returns must "become a safety cushion."

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⑧ Don't Chase the Absolute Peak

The goal is:

Stable Compound Interest

Long-Term Execution

A Replicable System

No regrets for missing the top.

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⑨ Don't Be Distracted by External Noise

• Don't change positions because of group chats

• Don't change structure because of news

• Don't get anxious because of others' gains

Plan over emotion.

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⑩ Execution > Judgment

The market is unpredictable,

Discipline is controllable.

Long-term returns come from:

Consistently executing the same set of rules.

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🧭 Core Tenet (One-Sentence Version)

Use the core portfolio to stabilize the curve.

Use the high-volatility portfolio to create alpha.

Use cash to control risk.

Use index funds to crystallize profits.

Don't increase risk.

Don't break the structure.

Don't trade on emotion.