---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000905182.md"
description: "A quick reminder to myself!The market rallies for a few days… and suddenly we’re all geniuses again 😂Funny how quickly investing psychology changes.A few red days and I’m questioning every position in my portfolio.A few green days and suddenly I’m thinking:“Yes. Exactly as I predicted.” 😂Of course, nothing has magically changed about my investing ability.That’s probably one of the things about a strong market.When everything is going up, it becomes very easy to confuse a rising tide with stock-picking skill.So whenever my portfolio starts looking particularly clever, I try to remind myself:The thesis still matters.Valuation still matters.Position sizing still matters.And perhaps most importantly…The market has a wonderful way of humbling anyone who starts feeling a little too intelligent. 😂Enjoy the green days.Just don’t let them go to your head. I am watching $VanEck Semiconductor ETF(SMH.US)and $iShares Semiconductor ETF(SOXX.US)closely as a proxy to my portfolio. 👀@Captain Leo"
datetime: "2026-09-18T10:32:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000905182.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000905182.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000905182.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# A quick reminder to myself!The market rallies for …


### Related Stocks

- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)

## Comments (2)

- **Fattycat · 2026-09-18T10:39:44.000Z · 👍 1**: You are right :“Valuation still matters.Position sizing still matters.”But not many people care or know about it.  FOMO. Too many newbies around and they are buying something that worth XX times. Always be prudent in trading😉.
  - **Heroic Lifesaver** (2026-09-18T10:42:36.000Z): Safety comes first!


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**