Niuniu has a 2021 portfolio essay campaign, due to some compliance issues, I can not clearly publish specific positions and stocks on the public platform, and I can no longer have A-share accounts. So you can see that after I came back, the article talked more about the plate, and avoided individual stocks. So in this review of the annual portfolio, I will review my positions before September 2021, including US stocks and A shares, and do a simple reflection. (this portfolio will not be updated, but a review of the first three quarters of 2021. And a demonstration of portfolio functions, which is a compliance issue and must be marked red), and then talk about my analysis of the current stage of the market.
[2021 US stock portfolio]
https://portfolio.futunn.com/portfolio/109438?data_ticket=8ee523dcd8e67bc5714a77c5921bdcbf&lang=zh-cn
I reviewed it every day before. My US stock portfolio is mainly allocated in the four major areas of technology, consumption, finance, infrastructure (including raw materials). For investment, I have hardly done anything, and all I have done is a regular force on the front battlefield. for transactions, that is reflected in every article I write, and without going into detail here, portfolio review is today's theme.
[technology]
$Meta Platforms (META.US)$