1507W is preparing to rebalance the portfolio; March 11 stock review.

Today’s assets are 15.07 million, down 30,000 today. The trading volume on both markets increased by 110.5 billion compared to yesterday. [Taoguiba]

No update at noon due to personal matters.

I feel that the mining capacity holdings are not profitable; I probably chose the wrong stocks. I plan to adjust my positions tomorrow.

Yunnan Energy Holdings will continue to hit new highs tomorrow. I will chase the rise, regardless of whether trading is halted or not. After multiple warnings, if it still hits the limit up, it’s even more resilient when encountering resistance. If it’s not a “monster stock,” what is it?

For other stocks, I sold everything that didn’t hit the limit up today.

What should I choose tomorrow?

Tianji Co., Ltd. surpassing today’s high to chase the rise. Changshan Beiming surpassing today’s high to chase the rise. Hand Enterprise surpassing today’s high to chase the rise.

Market rotation is very fast. The sectors that were strong today may be weak tomorrow, leaving very little room for error.

Even within the same theme, choosing different stocks makes a huge difference, not to mention the different outcomes based on the position within individual stocks.

Currently, the only way to make money is basically through quantitative trading.

Making money is not smooth, and losses are confusing.

It’s like the situation with Jinniu Chemical. If you chase high on Monday, it’s painful; if you open lower on Tuesday, it’s even worse.

Then on Wednesday, it hits the limit up? Who can handle this kind of movement? Entering at different points results in completely different experiences.

Many people ask me how I feel about not trading these past two days. Honestly, I don’t know either. If I had traded other stocks, I might still have lost money.

Holding without trading seems to be the best outcome.

Sometimes, you just need to be more Zen.