$Microsoft(MSFT.US) account has completely gone into a defensive shell. I've been reducing risk since last week, and currently, the main positions are in indices, with the total position controlled at 20%. I still hold individual stocks like Microsoft and Google, but the amounts are not large. Quietly waiting for a big opportunity to emerge from the decline.
Interest rate hikes are turning, short-term crude oil production capacity cannot recover, and the Iran war is hard to end. Many negative factors, and with the S&P's valuation previously at high levels, it hasn't even fallen 10%. Continue to wait, keep your ammunition ready!
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