
Haven't posted for a long time. Since the market reopened after the holiday on October 8th, it's been garbage time. How to put it? The bull market hasn't left, it's just not rising.
Current Hong Kong stock holdings: SOE dividend stocks and Tencent as core positions + base positions, not moving much. Waiting for the US election to end before charging into Hong Kong consumer and tech sectors $TENCENT(700.HK)
US stocks had Tesla $Tesla(TSLA.US) positioned very early. It was half-dead before the earnings report on the 26th, but suddenly surged for two days after positive earnings. Based on faith in Tesla, holding for now since Trump's probability is high.
Also some Bitcoin $GraniteShares 2x Long COIN Daily ETF(CONL.US), gold and US Treasury positions. US Treasuries have performed poorly recently. The Nasdaq hit new highs on Friday. Got some Google. Anyway US stocks are forever bubbly and forever rising. Low-cost positions should be held long-term, don't mess with them.
For Hong Kong stocks, just wait quietly for the bull market to stabilize. For now, watch more and move less.
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