MSFT Commentator
Rate Of ReturnToday I continued to take some profits, reducing positions in both A-light and M-light $Lumentum(LITE.US)$Eoptolink(300502.SZ)
The July losses on the US stock side have mostly been recovered, thanks to $Microsoft(MSFT.US)$Alphabet(GOOGL.US)
Hardware has also picked up significantly. This huge drawdown was still caused by FOMO buying and holding on stubbornly; let this be a lesson.
PS: It's very strange. Every time I can't resist adding to my position, the price surges before the funds even arrive.
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