--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39908735.md" description: "Novice's US Stock Learning Notes 89Next stop, right-side tradingFor those with small capital, it's indeed better to focus on right-side trading; even if you build a position on the left side, don't rush to add to it.The negative example is my MSFT, UNH, and MSFT. If it were right-side trading, I could have bought at a lower price than now over the long period that followed.However, there are no 'ifs' in life, only the next time. Next time, do the math properly, right-side trading.I calculated my position management: 4 stocks per account, with a minimum of 10% holding per stock. If it's less than this, I won't even have the motivation to check the account. Normally maintain 15% holding per stock, with a maximum not exceeding 25%.Currently, the overweight positions are UNH and MSFT. UNH is finally profitable, thank goodness. I've set up a plan to gradually reduce the position, following the plan. MSFT is still in the red, so be it. The one that hasn't reached the basic target is BRKB. After reducing on highs, I haven't added any back. No rush, waiting for an opportunity. QQQ and VOO will be reduced a bit when they break new highs, and added back later. Timing-based DCA, with a base position, no rush.As of today, the Longbridge account has just returned to the level at the end of January. Haven't made money since the new year... The IB account is up 3% since the new year.Alipay is up 5% year-to-date, peaked at 8% in February, and the entire March was in the red. I'm really 'thankful' for that.Business trip tomorrow night, back on Friday. Will have time to do a summary on the plane.Just a casual record for today. Wishing you good health and abundant wealth.PS: The reduction points are set based on my own holding prices and have no reference value whatsoever. It's purely a math exercise." datetime: "2026-04-14T15:55:54.000Z" locales: - [en](https://longbridge.com/en/topics/39908735.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39908735.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39908735.md) author: "[慢慢长大的南瓜](https://longbridge.com/en/profiles/12907503.md)" --- # Novice's US Stock Learning Notes 89Next stop, righ… ### Related Stocks - [QQQ.US](https://longbridge.com/en/quote/QQQ.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [UNH.US](https://longbridge.com/en/quote/UNH.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) ## Comments (15) - **RinaLee · 2026-04-15T01:41:17.000Z**: I've been trapped holding a heavy position in UnitedHealth for almost a year. Honestly, it's really hard to control because my capital base is small to begin with. If I still maintain a 70-80% position, there won't be enough leftover funds to buy anything else, and I don't dare to average down when - **慢慢长大的南瓜** (2026-04-15T01:49:23.000Z): Haha, no rush, take your time, the important thing is your mindset. One benefit of buying large-cap stocks is that time can still be exchanged for space. I do think 70-80% position is too high, with a - **BE PATIENT · 2026-04-15T00:22:41.000Z**: Only by never going all-in do you have a chance to catch the right side of the trend. - **慢慢长大的南瓜** (2026-04-15T00:27:11.000Z): Hahaha, that's true indeed, 50-80% position - **做时间的朋友 520 · 2026-04-14T16:20:12.000Z**: unh I give up, hahaha, currently 75% tech positions and cash 😂😂😂 It's not easy to judge the right side either, some opportunities are fleeting, I still decided to go with the left side, planning the position in advance + controlling the pace of adding positions, I think it can work, haha - **退场** (2026-04-14T17:12:38.000Z): It's very difficult to determine the right side. Who can be sure that it's the right side now? It previously fell to 385, rose to 420, then fell to 380, rose to 410, only to be smashed down to 356 and - **做时间的朋友 520** (2026-04-14T21:43:57.000Z): Yes, it's hard to judge. The important thing is to plan your positions in advance and control the pace of adding to your positions. - **慢慢长大的南瓜** (2026-04-14T23:36:14.000Z): Haha, UNH is still my top holding, and the dividend yield is pretty good too. So from the very start, I aimed for this account to be a core position, which keeps my mindset relatively stable. It's ind