--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/37887714.md" description: "Beginner's Notes on US Stocks 75The important thing is not prediction, but surviving both ups and downsToday's market was really unfriendly to me. Successfully added positions at META630 and 620 today, now this account is 90% allocated. Not many more chances to add, leaving bottoms at 600 and 580. After two more additions, it'll be fully allocated. New year's quota has arrived - if needed, will deposit more. The recent exchange rate is good, planning to use it all by month-end to observe the trend.For the IB account, successfully added positions at MSFT470 and 460 too. Next target at 450, waiting for a panic opportunity. This account is less than 50% allocated with good mentality. Focusing on BRKB, QQQ, VOO and MSFT here, plus a little LLY (cost basis under 600, no chance to add as it kept soaring and I sold too early). Will keep if no opportunity, add if chance arises.Recently got too many small stock recommendations from friends - decided to ignore them. Remind myself: control impulses, listen to experienced advice, and you'll eat well.This account's position ranking: UNH, META, AMZN, NVDA, GOOG, TSM, APPL. Pity the first two positions are too heavy, leaving little for the rest...Recent ETF gains were good, even timed some tops perfectly last Thursday. 4.5% return in the first half-month of the year - somewhat crazy. Control risks well, with small capital the mentality stays relaxed, just giving myself some trading practice. After all, I rarely trade US stocks...For A-shares, following my grad school friend's regular investments in 515080 and 512290. Honestly I don't understand - he was trading stocks back in school days, a real veteran. Broad-based regular investing with small amounts - using RMB to show patriotism, hoping the country loves me back the same way.Early to bed, early to rise makes a man healthy. Good night~" datetime: "2026-01-16T15:16:22.000Z" locales: - [en](https://longbridge.com/en/topics/37887714.md) - [zh-CN](https://longbridge.com/zh-CN/topics/37887714.md) - [zh-HK](https://longbridge.com/zh-HK/topics/37887714.md) author: "[慢慢长大的南瓜](https://longbridge.com/en/profiles/12907503.md)" --- # Beginner's Notes on US Stocks 75The important thin… ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [UNH.US](https://longbridge.com/en/quote/UNH.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [SQQQ.US](https://longbridge.com/en/quote/SQQQ.US.md) - [LLY.US](https://longbridge.com/en/quote/LLY.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) ## Comments (16) - **素时听风 · 2026-01-17T14:18:44.000Z**: Are all of them common stocks, and all are large-cap stocks? Not speculative at all. - **慢慢长大的南瓜** (2026-01-17T14:20:19.000Z): All are regular stocks. It's not that I don't want to speculate, but I'm not capable... Who wouldn't want to make money, hahaha. If you don't know how, play it safe—regular stocks + large caps + posit - **华丽转身 · 2026-01-17T13:31:13.000Z**: Bought quite a lot, let me talk about my 2026 plan. Heavy position in Micron with 60% allocation, target price, take profit above 800; Oracle with 10% allocation, target price, take profit above 400; Meta, opportunity to add 30% allocation below 600, target price take profit above 850. 2026 is a big - **慢慢长大的南瓜** (2026-01-17T13:32:32.000Z): Micron is rising very well, wishing you prosperity. I already have 30% in Meta now... - **阿神叔叔 · 2026-01-16T20:34:47.000Z**: meta is still not good enough. The time cost of waiting for mean reversion is really not worth it compared to switching to nvda or amzn. I originally planned to sell at 800 with a cost basis of 640, but now it's been three months and I'm floating at a loss. Not interesting. - **慢慢长大的南瓜** (2026-01-17T00:44:57.000Z): nvda is waiting for 170, Amzn is waiting for 215, will add if there's a chance. Main concern is losing money from back-and-forth trading, don't want to cut losses on big stocks, time for space. Will a - **闯荡美利坚 · 2026-01-16T15:44:18.000Z**: I just liquidated my Meta position. US stocks have been harder to trade than A-shares since 26 years ago. - **慢慢长大的南瓜** (2026-01-16T15:45:28.000Z): Hahaha, if I sell now I'll lose money, so I'll just hold on for now, after all I think the fundamentals are still good. - **闯荡美利坚** (2026-01-16T15:47:10.000Z): I couldn't help but add a position at 622 the day before yesterday, which actually raised my cost. Operation mistake😂 - **慢慢长大的南瓜** (2026-01-16T15:49:02.000Z): My cost is 644, and your price is not high either. It doesn't seem like a big issue.