Rate Of ReturnEven without knowing Leopold, z started holding $Lumentum(LITE.US) from mid-2025 and continued to hold $Sandisk(SNDK.US) through the end of 2025, then $Bloom Energy(BE.US) in early 2026, etc. This aligns closely with Leopold's portfolio strategy, showing that as long as your cognitive framework is correct and logical, you will inevitably arrive at similar conclusions—the so-called "great minds think alike" 🐂🍺. We look forward to z sharing personal experiences and insights even after a period of 沉淀 (reflection) and if he no longer discloses his full positions publicly. Wishing z smooth sailing in future investments 😃
US Stock Live Trading: Sacrificing the AI God of Stocks, Locking in Profits and Wrapping Up (20260802)
Summary: The S&P 500 index rose 1.05% this week, while my live portfolio net value fell by 8.57%. In 2026, the S&P 500 index has risen 9.41%, and my live portfolio net value has increased by 59.59% (net value at the beginning of the year was 2.20, this week's net value is 3.51). Trading: Cleared all stock positions; Cash/US Treasuries 100.0%. Includes rounding, and generally does not record mini-positions and short-term speculative operations below 1%. Review: Following last week's weekly report plan, selecting direction this week...
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