Today's performance of these few stocks is a bit dramatic: Citigroup and Marvell Technology took turns "picking up passengers by reversing," and there hasn't been much chance to catch a breath since they were swapped into the portfolio; Xunlei actually surged nearly 9% in a single day—who hasn't held it for a couple of days at low levels, fantasizing about it taking off, but reality, you know; as for Regencell and Intuit, they've been lukewarm, with no major moves.

In this current market, it really feels like we're exercising our mindset and patience every day. Can't bear to cut losses, afraid to add more positions and get buried, going back and forth, thinking it's better to wait a bit first.