PortfolioAlert

I just checked, and the three idiots have unified the annual report disclosure date to March 31st again.

Investors have focused on ETFs with long-term positive returns over the past two years, such as dividend low volatility, free cash flow, Nasdaq, and S&P 500 ETFs, while finding it difficult to invest in foreign stocks. Meanwhile, affected by Middle East conflicts, US stocks have declined, and A-shares have also fallen significantly. Investors' holdings are primarily in US stock ETFs, and they plan to increase their investment allocation at an opportune time.

The author has not experienced any losses over seven years of investing on Jisilu, but the returns have been relatively poor. Although they achieved a 41% return in 2021, the following two years mostly yielded single-digit returns, with significant losses evident before 2024. The portfolio is quite diversified, and some assets that doubled in value were missed out on for higher gains due to early reduction of positions. The author is seeking advice on how to improve their investment strategy.

Puang Medical's top-tier subscription rush experienced a severe test, with nearly all major brokerages crashing, and many users encountering failed subscription attempts across different time periods. Intermediaries have also begun adjusting their strategies, recommending that users avoid underperforming brokerages.

The market is back to around 2021 levels. From 2021 to 2024, what did you all invest in?
Please share.
I held Tencent back then and got hit hard by the decline. I can't let that happen again this time. I want to see what the big players are holding and learn from it.

Hengli Hydraulics, San'an Optoelectronics.

High industry barriers make it difficult for new slaughterhouses to obtain approval, making existing qualifications scarce and creating license value. As a well-known hog slaughtering enterprise, Longda Foods owns multiple modern slaughtering facilities. Despite facing capital gaps, its fundamentals remain solid.

Current price (March 22): 7.65 yuan/liter
Estimated increase: approximately 1.6 yuan per liter
Price after adjustment: approximately 9.25 yuan/liter
A one-time increase of 1.6 yuan is quite substantial. If the Middle Eastern strait were to be blockaded for half a year, I can't even imagine what oil prices would be like.
Inflation is on the way, time to raise interest rates!

The company is preparing to repay the debt. Isn't that a major strategic mistake? The boss should use his own funds to pull three consecutive daily limit-up boards in the last 3 trading days to avoid repayment.
Also, can the company truly rise after it normally clears its debts?

State-owned enterprise, the technical outlook is bullish, and it is in the energy sector's growth phase.
Dahu Ai Investment advisor is optimistic about [undervalued, with potential].
If the stock price ≤ 8, then consider reducing half of the position when the opportunity arises.

Tongshun dynamic selection of convertible bonds - how to exclude recently announced matured convertible bonds with a one-line stock selection formula? I've tried many times and the conditions still put matured convertible bonds into the dynamic pool.

The article expresses the author's doubts about the returns on convertible bond investments, especially after being surprised by other investors achieving high profits. The author shares their own investment experience, mentioning that they have tried various strategies, most of which ended in losses. Even after investing in convertible bonds with high yields to maturity in 2024, they still experienced losses, which has left them confused about the true value of convertible bonds.

When all hope was lost, seeing that Long Da hadn't hit the daily limit down, I impulsively bought 200 shares to see how much I could lose.

In 2026 it peaked at 11%, now it's only slightly in the red, everyone just wants to break even and get out!
Are you all waiting for 4500?
The panic selling can't even get filled...

Hong Kong stock position is around 30%, already losing money. Mainly holding Hong Kong brokerage ETFs and Hang Seng Tech, Alibaba.
Another 40% position is in convertible bonds, which is still profitable.
Also have a small position in A-share individual stocks. Today I sold three stocks and freed up 10% of the position.
The Cinda Securities arbitrage I entered a couple of days ago is also showing a floating loss of about 1 point.
I'm thinking about what to do with the freed-up capital—should I go for Cinda arbitrage, or convertible bonds? Would it be better to buy the dips?