---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41466094.md"
description: "Copying the expert's viewpoint:Mature investment portfolio, position managementCore position, tactical position, cash position• Core position: Anchored to the long-term industrial trend of AI, navigating through volatility, not shaken by short-term shakeouts, capturing the main upward wave of industrial revaluation.• Tactical position: Responds to short-term style rotations, sentiment fluctuations, and denominator repair rallies, capturing periodic elastic returns.• Cash position: Specifically waits for tail events, waits for irrational market sell-offs, waits for golden opportunities of mispricing."
datetime: "2026-06-04T06:11:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41466094.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41466094.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41466094.md)
author: "[好公司好价格趋势为王](https://longbridge.com/en/profiles/15560868.md)"
---

# Copying the expert's viewpoint:Mature investment p…