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天线是一个很重要的指数.一旦价格远离它过远,绝大多数情况下,价格需要重新接近它.这是一个非常不错的超底和获利的指标.http://blog.wenxuecity.com/myblog/55169/201805/11039.html[
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DefensesectorstartstoshowmorestrengthwithLMTbreakoutfromtheroundbasetoday.Addanotherdefensestockintoprofolio(RTN).[
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消减一些SQ,买入GOOGL.
GOOGL回到突破点,GAP也填上了.另外刚好测试50MA(连续两天HOLD).但是为保持科技股的权重,需要卖出一些SQ.
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虽然苹果,亚马迅股票继续强劲,但是整个科技股版块已经呈现松动.而healthcare,utility,telecom,REIT,staples则表现出色.说明不少基金已经从成长投资转入防御性投资.所以对你在科技股的权重要十分小心.因为不论从散户到基金,这个板块都是严重超重状态.[
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