觀塘木頭姐

Hello everyone, I'm just an ordinary person who usually works hard on researching US stocks, but this year's first-half performance actually had quite a bit of luck involved. I only recently decided to share my 2026 investment situation. As of the end of June, my cumulative return for the first half of the year was close to 400%. However, after entering July, it fell back from the high in just a few days. Currently, the cumulative return for the whole of 2026 is around **300%**, which means it has fallen back nearly 100 percentage points from the peak (an actual drop of about 20% relative to the high). I chose to post this only now because I didn't want people to think I was showing off...

Hello everyone in the Longbridge community, I am Sister Wood from Kwun Tong. 👋 Recently, I received an invitation from the Longbridge editor and saw my YTD return of nearly 400% being shared. Honestly, I feel very excited and grateful deep down. But the first thing I want to tell you all is: I am absolutely not some kind of investment guru. Just like all of you, I am just an ordinary, everyday retail investor. In my daily life, I have to work, and after work, I also have to take care of my kids full-time. My time is completely packed with work and family every day, making it impossible for me to watch the market constantly like a professional day trader. And many people ask how one should trade? My answer is very simple...

Over the past 10 years, my investments have had their wins and losses, and it wasn't until last year that I started seeing more ideal returns. I'd like to make more friends in the investment world and hope to have a great platform for communication.

Although the annualized return hit a new high this week, my trading performance was extremely poor. I lost nearly 1% of my position by short-term trading SpaceX. I've never been good at short-term trading; entering the market like this is just gambling, and I even forgot about it. Additionally, I reduced my position in SNDK on Wednesday, only for it to rebound on Thursday. I chased it back in and lost another 10% on the price difference. I also bought TSM, NBIS, and DELL, but lacked patience and lost money on those too.

June is really grinding people to death. The first Friday saw a sharp drop, followed by a slight rebound on Monday. Unfortunately, Tuesday and Wednesday still experienced short-term pullbacks. Articles claiming that the bull market is over have appeared on various social media platforms. Minervini and others have said they are shorting the entire market. But I personally don't believe these things. I endured until Thursday and Friday's market, and it finally rebounded. Although my portfolio hasn't made much progress in June for now, I'm lucky not to have lost money. In contrast, Minervini and a bunch of stock gurus now say they have reversed and bought in. I'm really left in the dust. In short, don't care what others think, I remain bullish on storage stocks...

Didn't expect the portfolio to take a sharp dive in the first week of June, there was even a small profit in the first couple of days. Thought June would have good momentum. Who knew Friday would bring a sharp sell-off. The vast majority of it is profit-taking from positions bought at previous highs. Will watch the trend next week and reduce positions if necessary, but it's also possible for a rebound to happen anytime.

Because my recent returns have risen to the top few percent on Longbridge, the number of people following me has increased. So I also want to share my feelings. Everyone probably sees many people or 'teachers' on various social media platforms or stock investment platforms talking about how they make money. But honestly, are their screenshots photoshopped? Or are they just posting the single best trade out of many, while not posting all the others that lost money? However, here there is platform badge verification, and the entire portfolio's returns can't be faked. And here I've also gotten to know many truly skilled traders, and we can learn from each other. Getting back to myself, I'm actually a veteran stock investor, with over 15 years of experience investing in Hong Kong stocks. I've also been investing in US stocks for over 5 years...

Trading was not easy this month. Many optical stocks opened high and closed low. The Iran war situation kept fluctuating with good and bad news. Finally, individual stocks like MU and DELL had a major surge, pushing the portfolio's return to a new high for the year. With a 352% annual return, I'll rest for two days and then prepare for June's trades on $Arm(ARM.US) $Sandisk(SNDK.US) $Dell Tech(DELL.US)

It's about whether you bought Sndk or not. If you bought it, you significantly outperformed the market.

2026 is a good year so far, with stock returns reaching new highs. The trading difficulty in April was not low, with relatively large adjustments, but we successfully captured the rebound. The most rewarding thing is seeing oneself continuously improve.

Seems like the bottom-fishing was successful, portfolio returns have hit a new high.

Does anyone know how long this badge is calculated for? Is it from account opening until now? Or year-to-date? Or some other calculation method?

It turns out I'm in the top 5% return in Longbridge, wondering if there's a chance to become top 1% 😂🤣