--- title: "Financial Mom's Weekly Summary 141: Winning Investment Mindset" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/21727023.md" description: "“Just by perfectly executing the plan 'Plan your trade, trade your plan' 10 times, you can outperform 80% of investors.” During the Dragon Boat Festival, the three major U.S. stock index futures saw slight declines in pre-market trading. $NVIDIA NVDA$ fell more than 1% in pre-market. Starting from today's opening, NVIDIA's stock will trade at the post-split adjusted price of 10:1. The split is not expected to change NVIDIA's overall valuation, but the lower per-share price will make it more accessible to investors. During the holiday, I came across a set of data from an early article titled 'Trading Stories' by 'Shanghai Twelve Young Masters': Survey data shows..." datetime: "2024-06-10T13:45:43.000Z" locales: - [en](https://longbridge.com/en/topics/21727023.md) - [zh-CN](https://longbridge.com/zh-CN/topics/21727023.md) - [zh-HK](https://longbridge.com/zh-HK/topics/21727023.md) author: "[财妈价值轮回记](https://longbridge.com/en/profiles/9625493.md)" --- # Financial Mom's Weekly Summary 141: Winning Investment Mindset **"** Just flawlessly executing the principle of 'Plan your trade, trade your plan' 10 times eliminates 80% of investors.**"** During the Dragon Boat Festival, the three major U.S. stock index futures saw slight declines in pre-market trading. $NVIDIA NVDA$ dropped over 1% in pre-market. Starting today, NVIDIA's stock will trade at the post-10:1 split-adjusted price. The split is not expected to change the company's overall valuation, but the lower per-share price will make it more accessible to investors. During the holiday, I came across a set of data from an early article titled _Things About Trading_ by "Shanghai Twelve": > **Survey data shows that among all financial market participants, only 20% can execute their trading plans consecutively 10 times, 10% can do so 20 times, and less than 1% can maintain consistency for 100 trades. This is the fundamental reason why the majority lose money in financial markets.** This reveals that simply executing "Plan your trade, trade your plan" perfectly 10 times filters out 80% of investors. It reminds me of **Elon Musk's speech where he attributed his success to cultivating an extreme mindset—the 10% Target Law.** ![Image](https://pub.pbkrs.com/uploads/2024/d35c14db76cf0687fcc01aa1b7771edd?x-oss-process=style/lg) In other words, **whatever you want in life, you must attempt it 10 times.** **This teaches you to embrace a winning mentality by actively facing 90% failure,** which shows that merely striving to try something 10 times puts you ahead of 90% of people. **Consistently executing your plan 10 times—whether in life or investing—is the key differentiator between people,** as Shanghai Twelve noted: > **Most of my trades are planned, and I always follow through unless the market doesn’t provide an opportunity.** > > **Many traders make plans, but very few actually stick to them, especially beginners. They often change direction, adjust position sizes, modify stop-losses, or alter take-profit points mid-trade.** Reflecting on myself, I realize this is true—I often feel a disconnect between research and execution. Out of 10 planned trades, I might only execute 5 properly. This is an area I need to deliberately improve.   **01****—****Live Portfolio Stats & Capital Flow Tracking**  **This Week's Trades: None** **This Week's Portfolio Stats:** Last week, $Tencent Holdings 00700.HK$ rose **4.17%**, Focus Media gained**2.68%**, $Muyuan Foods 002714.SZ$ climbed**1.53%**, while Changchun High-Tech fell**1.07%**, $Lead Intelligent 300450.SZ$ dropped**3.75%**. Starting November 2023, live portfolio performance updates will be disclosed monthly or weekly only if trades occur. No stats this week due to inactivity. **This Week's Capital Flow Tracking:** **The purpose of tracking weekly institutional flows is to help retail investors identify fundamental improvements in stocks/sectors by monitoring money movements, spotting inflection points in high-conviction bets.** **Institutional capital only flows in consistently when they see tangible operational improvements—otherwise, buyback-driven rallies are short-lived.** Note: When tracking weekly flows, cross-check for recent buyback/insider buying announcements and focus on oversold stocks or earnings seasons. **Case Study:** ![Image](https://pub.pbkrs.com/uploads/2024/a98b49cf90ed090b469d5e4a00abb21d?x-oss-process=style/lg) Tencent's weekly flow chart during its 100%+ rebound from oversold levels—even during pullbacks, institutions held firm. A textbook example of capital flow-price synergy. Post-earnings, focus shifts to **oversold weekly charts—this week: Changchun High-Tech and Lead Intelligent**. Brief flow analysis: **1\. Changchun High-Tech** ![Image](https://pub.pbkrs.com/uploads/2024/27b8bbc79f455e76a703665fb7a579aa?x-oss-process=style/lg) **2\. Lead Intelligent** ![Image](https://pub.pbkrs.com/uploads/2024/1d4f973e50ac1615c396912f1d81bcdb?x-oss-process=style/lg) The screenshots show Changchun attracted significantly more inflows than Lead this week, but neither has bottomed—suggesting ongoing market skepticism and unimproved fundamentals. Continued monitoring needed.   **02****—****Portfolio Company Updates** **1\. Muyuan Foods: Post-earnings, institutions conducted 5 surveys in 3 months—growing appeal**   ![Image](https://pub.pbkrs.com/uploads/2024/948c708db5ac33631a592bad69499176?x-oss-process=style/lg) **After annual/Q1 reports, Muyuan generated the most research coverage among my holdings.**   **Five institutional surveys in three months signal material sector/company improvements, driving institutional interest.** ![Image](https://pub.pbkrs.com/uploads/2024/e1a9bd5d787a1f9238d707082d333f1d?x-oss-process=style/lg) Flow tracking shows post-earnings surveys boosted confidence, with ¥625M institutional inflows that week, pushing shares to April 2023 resistance. This confirms **earnings-season flows can signal fundamental improvements/surprises.** **Key takeaways from the latest survey:** **1\. Cost-cutting progress:** **May hog farming costs fell to 2023’s monthly low of ¥14.3/kg. The company targets ¥13/kg by year-end,** **with 45% of farms below ¥14/kg and 25% above ¥15/kg. Further operational upgrades planned.** ![Image](https://pub.pbkrs.com/uploads/2024/4c95d707a45c3921a1b6057a8df8c6bb?x-oss-process=style/lg) **2\. Hog price volatility response:** Recent price hikes stem from capacity reductions and short-term speculative holding. The firm is bullish on Q2-Q3 prices but avoids over-predicting, maintaining steady production and modest sow inventory growth to leverage cost advantages.   ![Image](https://pub.pbkrs.com/uploads/2024/f79b91d4913d0234a17a5a5cf977dc04?x-oss-process=style/lg) **2\. Focus Media: Announced 2023 dividend of ¥0.33/share, record date June 12, ex-date June 13** **3\. Lead Intelligent: Repeatedly reissues completed buyback announcements as "Progress Updates," potentially misleading investors** While tracking holdings’ filings, I noticed Lead’s odd habit of re-releasing old buyback completion notices with updated dates under the title **"Share Repurchase Progress Announcement."** ![Image](https://pub.pbkrs.com/uploads/2024/405ae18b8e5fb21334217467a42c4272?x-oss-process=style/lg) ![Image](https://pub.pbkrs.com/uploads/2024/56eb2b91ac9b33da03e17cee5065edbd?x-oss-process=style/lg) **The screenshots show its ¥350M 2023 buyback was completed last year, yet the company keeps repackaging it monthly as a "progress" update,** **possibly tricking investors into thinking new buybacks occurred.** Instead of actual repurchases, they’re recycling old news—laughable. Wishing everyone a peaceful Dragon Boat Festival. Hope my insights help—see you next time. **Disclaimer:** This shares my trading framework and logic, not advice. Mentioned stocks aren’t recommendations. Markets carry risks—invest wisely! ### Related Stocks - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)