Rate Of ReturnHowever, I feel that some Chinese concept stocks have already emerged from the bear market this year, mainly due to the independent market driven by fundamental performance and overseas logic. Looking forward to 2025, $XPeng(XPEV.US)$Atour(ATAT.US)$Miniso(MNSO.US)$XD INC(02400.HK)$TENCENT(00700.HK)$XIAOMI-W(01810.HK)$WEIMOB INC(02013.HK)$POP MART(09992.HK)
Thought about the strategy for 2025:
1. Look for opportunities to reduce holdings in Chinese concept stocks, from 20% to 10% or lower.
2. Increase holdings in Bitcoin-related stocks ( $CleanSpark(CLSK.US) $Mara(MARA.US) ) to 10%, or even more, depending on the situation.
3. Semiconductor stocks ( $AMD(AMD.US) $ASML(ASML.US) $Taiwan Semiconductor(TSM.US) ) will remain unchanged, and long-term options will be sold in batches when they reach the target price.
4. $Tesla(TSLA.US) is the same—holdings remain unchanged, and long-term options will be sold in batches based on the situation.
Use 2-3x ETFs and options to cope with volatility 🤔
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