The missile attacked the account again!

The rising market caused by the interest rate cut was beaten down again. Almost all the assets in the cryptocurrency circle have reached my full purchase price, and some have even fallen lower.

My current positions are:

Rising:

A-share Moutai, Hong Kong stocks CITIC and Tencent

US stocks Pinduoduo, Alibaba, Xiaopeng, Futu

Falling: BTCETHFTMAAAVE

US stocks: Tesla, Apple, COINBASE

When the US stock market opens in the evening, I will reduce my US stock holdings. I am still considering how much of the altcoins and some MEME and ETH in the cryptocurrency circle will be exchanged for A-shares and Hong Kong stocks - large funds have already shown this trend.

The stock market is very suitable for the "only valuation, no prediction" method. Of course, for the prediction part, I think A-shares, Hong Kong stocks and US stocks in China may be bullish for a few months.

The stock market is a thing. If you study it more, you will find something very scary: first, the valuation is generally much cheaper than the cryptocurrency circle, and second, there are really many value stocks. For example, if you sort out the stocks worth 20 billion US dollars, you will find that there are already a lot of them, and many of them have first-class profitability, but in the cryptocurrency circle, they may be low-circulation and strong market makers will pull them up, such as SUI.

In any case, don't hold any prejudice, balance the high-quality assets in the three regions, and do some rotation, which is quite cool