$Microsoft(MSFT.US)$Alphabet(GOOGL.US)$VG S&P 500(VOO.US)$GANFENGLITHIUM(01772.HK)$ISHRS MSCI Japan(EWJ.US)The market is extremely nervous now, jumping up and down, but I basically don't pay much attention to the conflict developments, as retail investors' information is severely lagging.

Since I previously swapped large amounts of Google and Microsoft for the S&P VOO, coupled with low positions and the sudden surge of Ganfeng Lithium in my portfolio, my account assets retreated by about 1% in March.

This week, I increased my position from 25-30% to 35-40%. I add when I think it's cheap (adding index funds like VOO and EWJ). I haven't added Microsoft/Google this round, mainly due to some concerns about high natural gas LNG prices pushing up electricity costs everywhere, which is negative for data centers. When uncertain, I buy the index.