Afterreallyabigselloffyesterday,marketbouncesofflowandinrallymodetoday.Butlotsofdamangeshavehappenedtoindividualstocks.However,therearesomepositivedivergingbuilding.Mybestguessisthatmarketisreachingneartermbottom.Nov/Dec(beforenextFedratehike),marketshallgetbetter.Youmightwanttoplaythelongsidehere.IamputtingsomecashintoETFsnowandplantoclose2015(started2013)individualstocksportfolioincomingweeks(ju...[
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ExitBIIB,DuPont,BAC,NVDA.Cutbackfewmorepositions.[
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Trimmingmoreindustrialfornow.[
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Wheneverthisisanegativedivergingonchart,usuallypricewillmoveagainstcurrenttrendsoon.Aswesawthatmarketissoldoffheavilyinlastfewdays.Therearesomegoodnewsandbadnews.Thegoodnewsisthatmarketiscurrentlyatoversoldconditionalthoughcompletewashouthasn'thappenedyet(maybeinafewdays).UsuallywhenTAindicatorsgetintothisterriotory,itisusuallyclosetoneartermbottom.Thebadnewsisthat,thisnegativediverginglikelyt...[
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Thisportfoliostartedinendof2013,inafewmonths,itwillreach5yrmark.Ihavesomesuccessincertainstocks,andIhavesomefailureinsomestocks.Butgivingthatthisisthelongestbullmarketinhistory,theportfoliodidquickwell.ItapprovesthatlongterminvestingisthebestoptionforaverageJoes.
2018isadifficultyear.Marketisupanddownalot.Thereareafewvalotilityspike.Currentlyinterestisgoingup,oilisgoingup.Tradewarisintensify.FE...[
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Atthispoint,itistoomuchuncertaintyaroundthecompany.Positionsclosedthisquarter:DLPH,SNAP.Positionslightenedthisquarter:SQ.[
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50天線是一個很重要的指數.一旦價格遠離它過遠,絕大多數情況下,價格需要重新接近它.這是一個非常不錯的超底和獲利的指標.http://blog.wenxuecity.com/myblog/55169/201805/11039.html[
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DefensesectorstartstoshowmorestrengthwithLMTbreakoutfromtheroundbasetoday.Addanotherdefensestockintoprofolio(RTN).[
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消減一些SQ,買入GOOGL.
GOOGL回到突破點,GAP也填上了.另外剛好測試50MA(連續兩天HOLD).但是為保持科技股的權重,需要賣出一些SQ.
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雖然蘋果,亞馬迅股票繼續強勁,但是整個科技股版塊已經呈現鬆動.而healthcare,utility,telecom,REIT,staples則表現出色.說明不少基金已經從成長投資轉入防禦性投資.所以對你在科技股的權重要十分小心.因為不論從散戶到基金,這個板塊都是嚴重超重狀態.[
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