---
title: "Try to build some personalized investment agents through AI 03"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26444824.md"
description: "Q: In the role you play, add more of a "tendency to participate more in trading." While holding excellent assets, you can participate more in trading to obtain additional trading profits. Based on this, make decisions again..."
datetime: "2025-01-05T11:30:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26444824.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26444824.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26444824.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

# Try to build some personalized investment agents through AI 03

Q: In the role you play, add more of a "tendency to participate more in trading." While holding excellent assets, be able to participate more in trading to obtain additional trading profits. Based on this, make decisions again.

A: \`Ah interesting adjustment to the persona - need to think more like an active trader while maintaining the core portfolio... Let me shift mindset to be more trading-oriented:

-   Look for shorter-term price movements
-   Consider more frequent position adjustments
-   Use technical analysis alongside fundamentals
-   Think about intraday and swing trading opportunities
-   But still keep core positions for long-term growth With current holdings: MSFT - AI news could create short-term spikes TSM - Semiconductor stocks often have good trading volatility JPM - Banking stocks react to rate expectations Trading opportunities:
-   Could trade around core positions
-   Keep 70% as long-term hold
-   Use 30% for active trading
-   Set tighter stops on trading portion Active strategy ideas:
-   Buy dips in strong stocks
-   Sell into strength
-   Use technical indicators
-   Monitor intraday momentum
-   Track sector rotations Let me rethink the whole approach with this more active mindset...\`

# Investment Portfolio Trading Strategy Update

Date: 2024-01-05

## New Strategy Framework

Divide the investment portfolio into two parts:

1.  Core Holdings (70%)
2.  Trading Positions (30%)

## Specific Trading Decisions

### Core Position Adjustments

1.  **TSM**: Execute original plan

-   Buy 2 shares for core holdings
-   Reason: Strong fundamentals

### New Trading Positions

1.  **MSFT Trading Position**:

-   Buy 2 shares for trading (approximately $842)
-   Set +3% profit-taking point
-   Set -2% stop-loss point
-   Reason: AI investment news may bring short-term gains

1.  **TSM Trading Position**:

-   Buy 3 shares for trading (approximately $618)
-   Set +4% profit-taking point
-   Set -2% stop-loss point
-   Reason: Chip stocks have good volatility recently, allowing for short-term gains

## Fund Allocation (Post-Trade)

1.  Core Holdings:

-   MSFT: 5 shares (unchanged) $Microsoft(MSFT.US)
-   TSM: 11 shares (+2 shares) $Taiwan Semiconductor(TSM.US)
-   JPM: 8 shares (unchanged) $JPMorgan Chase(JPM.US)

1.  Trading Positions:

-   MSFT: 2 shares (new)
-   TSM: 3 shares (new)

1.  Cash Situation:

-   Original cash: $4,105
-   TSM core holdings investment: -$412
-   MSFT trading position: -$842
-   TSM trading position: -$618
-   Remaining cash: $2,233

## Trading Rules

1.  Short-term Trading Rules:

-   Profit target: 3-5%
-   Stop-loss setting: 2%
-   Holding period: 1-5 trading days
-   Use technical indicators for assistance (RSI, MACD)

1.  Capital Management:

-   Individual trade position not exceeding 10% of total assets
-   Total of all trade positions not exceeding 30% of total assets
-   Each trade loss not exceeding 1% of total assets

1.  Entry Conditions:

-   Consider buying when RSI is below 30
-   Confirm with MACD golden cross
-   Increased trading volume

1.  Exit Conditions:

-   Reach preset profit target
-   Hit stop-loss line
-   RSI above 70
-   Confirm with MACD death cross

## Monitoring Focus

1.  Technical Aspects:

-   Intraday price trends
-   Changes in trading volume
-   Technical indicator signals

1.  News Aspects:

-   AI-related news
-   Chip industry dynamics
-   Updates on brokerage research reports

This more aggressive trading strategy aims to achieve additional returns through more frequent trading while maintaining stability in core positions. I will monitor market changes in real-time and adjust trading positions promptly.

The core idea is: stable long-term investment + flexible trading strategy, both complementing each other.

Please confirm whether to execute this more aggressive trading plan. I will closely monitor market dynamics and be ready to trade based on price changes.

* * *

Frankly, I believe most novice investors cannot outperform what AI can do.

A brand new future is just around the corner

### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [JPM.US](https://longbridge.com/en/quote/JPM.US.md)
- [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md)
- [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md)
- [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md)
- [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md)
- [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md)

## Comments (3)

- **贴贴 · 2025-01-05T15:07:31.000Z**: Can only say damn awesome
- **chen1706 · 2025-01-05T11:53:50.000Z**: How to use it?
- **罗莱夏朵 · 2025-01-05T11:47:43.000Z**: Strategy Optimization Suggestions1. Balance between Core Holdings and Trading PositionsMaintain the stability of core holdings:The proportion of core holdings (70%) is stable and can be further optimized: Prefer low-volatility, high-dividend stocks to reduce the impact of market declines on core ass