$Invesco QQQ Trust(QQQ.US)$VG S&P 500(VOO.US)$CHALCO(02600.HK)

Friday and the weekend were very exciting again, with the stock price once again falling to a good level. The current valuation looks cheap from a 2-3 year perspective, but when viewed over a 10-20 year horizon, it's average.

1) Following VOO, I'm opening a small position in QQQ. Tech stocks have been hit hard this round, especially the "Magnificent Seven." If it looks cheap, I'll buy. Focus on index funds to ensure buying low and earning average returns in the medium term.

2) I opened a position in Aluminum Corporation of China early on. Recently, I've been allocating a bit to mining stocks (within 10%) considering inflation hedging needs. The short-term strong dollar suppressing commodity prices is a small short-term opportunity to open a position.

3) Overall position size remains below 50%, keeping my hands in check. The main concern is extreme scenarios. If a real recession hits, I'll still have ammunition. If the US and Iran truly reconcile now, I can also get some gains. Staying calm is key to good trading.