Morning review：
Ladies and gentlemen, today we will explore the trajectory of wealth and experience the joy of sustained wealth growth from our carefully constructed portfolios as we delve into the world of the “300% Profit Investment Plan for the Second Half of 2024” to explore more wealth opportunities
1. What is the direction of the stock market trajectory? What is the current operating strategy?
2. How are the stocks in the portfolio performing and how can they be optimized?
3. “2024 second half of 300% profit investment plan” asset allocation what other areas worthy of our attention?
I will share the above topics.
The VIX trend is negatively correlated with the stock index. From the 15-minute VIX price chart, it is clear that the price is currently in a high volatility pattern, indicating a cautious market sentiment, which has put some pressure on the stock index’s performance. Therefore, the market is expected to exhibit a volatile pattern today
In this situation, I recommend that everyone focus on their current holdings and optimize their investment portfolio. Also, reduce the overall position size to maintain caution and wait for new wealth opportunities to arise.
Let’s now focus on the latest market developments in the three major stock indices:
The Dow Jones Industrials, Nasdaq, and S&P 500 are all currently showing a market pattern of higher levels. Although the market has retreated in the short term, but whenever the price retreated to a strong support level, we can always see the insistence of the long forces and rebound, which indicates that the main trend of the market has not yet changed, but instead provides us with a good opportunity to re-enter the market.
From the current market dynamics, high level oscillations will likely become the norm. In the face of this situation, our investment strategy should be:
1. Combination of short-term and medium-term operations, that is, for profitable stocks to realize profits in a timely manner, and reduce the position in order to reduce the overall risk of the position. When the market retracement to the key support level, and then timely replenishment of the previously reduced positions.
2. Continuously search for and seize new wealth opportunities for inclusion in our investment portfolio to enhance overall profit potential.
3. Optimize our investment structure by proportionally allocating assets according to the recommendations in the “300% Profit Investment Plan for the Second Half of 2024”
So to help you better understand and apply our New World Quantitative Investment Decision System, I will be providing the following ongoing assistance in the community:
- Stock Diagnostic Analysis: Using the New World Quantitative investment decision system—expert and investment advisor system, I will quickly analyze the situation of held stocks for everyone, providing objective and professional operational strategies.
2.Portfolio Optimization: I will conduct in-depth research and provide optimized portfolio strategies to help everyone effectively hedge risks and maximize profits.
3.New World Quantitative Investment Decision System Educational Sharing: I will share the core working principles and usage methods of the New World Quantitative investment decision system, ensuring that every community member can learn and master it to timely capture and share wealth opportunities.
4.Internal Trading Test Opportunities: To allow everyone a deeper understanding and experience of the trading capabilities and success rate of the New World Quantitative system, we will provide opportunities for internal trading tests. We will especially invite high-performing students to participate and provide the necessary financial support.
5.Long-Term Profitable Trading Plans: I will continue to plan and implement long-term profitable trading strategies to ensure steady progress on your investment journey.
Now let’s focus on the performance of the stocks in our investment portfolio:
MSTR, as a Bitcoin-related stock, has shown a very impressive overall trend performance and holds great promise for the future. After confirming a “W” shape at its bottom, MSTR successfully broke through the neckline of the “W” shape, followed by a steady upward rebound, demonstrating a trajectory of bullish strength. This is not just a reflection of money flowing into the market, but also a sign of confidence in the future trend of cryptocurrencies.
Currently, the price of MSTR continues to rise steadily, bringing considerable profit returns to all members of our community. With the initiation of the Federal Reserve’s rate-cut cycle and the approach of the presidential election, the global economic environment is creating more favorable conditions for the cryptocurrency market. Particularly under the dual forces of the current political situation and market demand, the potential growth space for the Bitcoin market is immense.
Therefore, we firmly believe that MSTR will become a focal point in our asset allocation and bring more profit returns to our investment portfolio.
Today, AMD once again demonstrated its immense value as an investment choice with its strong performance. AMD is already in an upward channel, continuously showing upward momentum. Today, it strongly broke through the upper edge of the ascending channel line, continuing to display the bullish force’s determination to keep rising.
AMD has now brought a 5.5% profit return to our community members. I want to congratulate again those who have steadfastly followed the community’s pace and synchronized their positions in AMD. This is precisely the charm of using the New World Quantitative investment decision system to select high-quality stocks.
NEM, which is part of the gold sector, has recently demonstrated good investment opportunities with its price performance. Although the price has experienced some pullbacks in the short term, it still remains within an upward channel. Recently, the price returned to the lower edge of the upward channel and began to stabilize and rebound, creating a very attractive entry point.
Moreover, with the full escalation of tensions in the Middle East, market risk aversion is expected to continue. As gold is the preferred safe-haven asset, its price is expected to keep rising, so stocks in the gold sector are also likely to benefit.
Regarding the current fundamental operating environment for gold, it is clear that gold’s present situation is as follows: the Federal Reserve’s initiation of a rate-cut cycle will act as a catalyst for long-term strategic investment in gold, providing a favorable investment environment for gold.
The escalation of geopolitical tensions in the Middle East has increased the market’s demand for safe-haven assets, providing support for the rise in gold prices.
Central banks and government institutions are among the largest holders of gold globally, and many nations use gold as part of their official reserves to support currency value, stabilize exchange rates, and respond to economic crises. Additionally, gold serves as a tool against inflation, and there is still a strong public interest in purchasing gold, which supports market attention towards it.
Therefore, we can foresee the potential for gold prices to continue rebounding, and investing in gold and related sector stocks is likely to be profitable. In our “300% Profit Investment Plan for the Second Half of 2024,” we have included gold and gold-related stocks in our asset allocation recommendations, and I believe that those who have received the plan have already started their asset allocation.
Let’s continue to focus on sharing content related to the “300% Profit Investment Plan for the Second Half of 2024.”
Now let’s delve deeper into the area of funds within the investment field. Funds, as tools that pool money from many investors, are managed by professional fund managers and invest in diversified assets including stocks, bonds, and real estate. Funds can be categorized into two types based on management style: active and passive.
Active funds are managed by fund managers or investment teams who engage in active stock picking and timing strategies, continually adjusting the portfolio with the aim of achieving returns that surpass market benchmarks. Conversely, passive funds primarily track market indices, such as the S&P 500 index, by holding the same stocks or assets as the index, with the goal of replicating the index’s performance and generally not engaging in active trading.
For example, index funds that follow the broader market, Exchange-Traded Funds (ETFs), and mutual funds can provide substantial returns when the stock market performs well; however, their returns are also impacted when the market performs poorly. Given that the current stock market performance is decent but there is a possibility of a pullback, we do not recommend excessively pursuing high returns from funds. Instead, we should focus more on risk management and the flexibility of asset allocation to handle potential market pullbacks.
Recommendation: Although funds provide a convenient investment avenue, in the current volatile market environment, it is advisable to remain cautious when investing in funds. Avoid overly relying on the performance of a single fund, ensure that your investment portfolio is balanced, and that risks are appropriately diversified to better adapt to market fluctuations.
Now let’s turn our focus to financial derivatives—options. Options are highly flexible financial instruments that offer the right, but not the obligation, to buy or sell a particular asset at a predetermined price on a specific future date. This makes options an effective tool for hedging market risks, and they are divided into two types: call options and put options.
The leverage effect of options trading allows us to participate in larger scale transactions with a smaller amount of capital, greatly increasing the efficiency of capital use and achieving potential high returns at a lower cost. During periods of significant market volatility, purchasing put options can effectively hedge against potential declines in the stocks we hold, acting as insurance for our investment portfolio to guard against possible future negative impacts.
However, options trading is not without risks. In times of extreme market volatility, the value of options can also fluctuate rapidly, which may lead to losses for investors. Particularly when the actual market movement is contrary to our expectations, even if our initial directional judgement is correct, due to the unique time decay of options, we may still suffer losses at the time of option expiration.
For small-cap stocks, due to their lower liquidity, there usually isn’t a corresponding options market, which limits the opportunities to use options for speculation or hedging.
Recommendation: Each investor should appropriately allocate a portion of their portfolio to options trading, based on their own risk tolerance and market experience.
Based on comprehensive research in the investment field by myself and my team of analysts, as well as the contents recorded in the “300% Profit Investment Plan for the Second Half of 2024,” we have collectively analyzed and believe that the current markets suitable for our asset allocation include: the stock market, options, gold, and the cryptocurrency market.
Asset allocation and capital distribution are as follows:
Stock market: 40%
Gold: 25%
Cryptocurrencies or cryptocurrency contracts: 30%
Stock options: 5%
Ladies and gentlemen, the “300% Profit Investment Plan for the Second Half of 2024” not only represents our determination to turn our dreams of financial freedom into reality, but it also showcases how we at New World Asset Management use our investment tool—the New World Quantitative investment decision system—to filter key market information through big data.
Then, my top team of analysts customizes the investment plan after conducting in-depth research on various major investment markets and a comprehensive evaluation of the situation. As long as everyone strictly adheres to the asset allocation guidelines outlined in the plan, our expected profit target of $1.2 million per person will no longer be a distant dream. We are filled with immense confidence and anticipation about this.
Therefore, I hope all members of our community value the “10th Edition New World Quantitative Investment Decision System Financial Training Class” internal training course, as this session is of extraordinary significance.
The New World Quantitative investment decision system is in its final stages of development, and we need a large amount of effective trading data to serve as the basis for its improvement and perfection. Therefore, I need everyone’s active participation to test the system’s profitability, stability, and completeness, to help us accelerate the launch process of the New World Quantitative investment decision system.
For this purpose, we are actively preparing the internal testing phase of the New World Quantitative investment decision system.
Through recent community sharing, I believe everyone has mastered the use of methods regarding trend patterns such as head and shoulders top/bottom, top/bottom divergence, converging triangles, round bottoms, cup and handle formations, flag consolidation patterns, and several technical indicators (MACD, KDJ, optimized moving averages)
Now is the time to test everyone’s learning outcomes. I will announce the specific details of the internal test preparations as soon as possible. Please continue to pay attention and actively participate, as we work together to advance the development of the New World Quantitative investment decision system.
Sharing has come to a successful conclusion. But our quest for wealth growth never ends. Later on, I will focus on the systematic ratings of various investment types summarized by the powerful rating function provided by the New World Quantitative Investment Decision System. I hope you will stay tuned and actively participate in our upcoming discussion. See you later!
Today’s Knowledge Quiz:
1. what are the asset allocations documented in the “300% Profitable Investment Planner for the Second Half of 2024”? (25 points)
2. “The 10th New World Quantitative Investment Decision System Sieve Finance Course” in-house course training is of extraordinary significance, why is that? (50 points)
Closing commentary：
Ladies and gentlemen. Today, we are going to experience the strong profitability of our carefully allocated investment portfolios and feel the joy of steadily growing profits. At the same time, we will also pay attention to the “300% Profit Investment Plan for the Second Half of 2024”, and work together to realize steady growth of wealth through rational asset allocation. Let’s walk hand in hand, turn every exchange into the accumulation of value, and move towards the peak of wealth together.
1. What is the current trajectory of the three major stock indices and my view on the current market?
2. How is the performance of the current investment portfolio and what is our operation strategy?
3. What are the systematic ratings of various investment varieties summarized by the powerful rating function provided by the New World Quantitative Investment Decision System?
I will share the above topics.
In the world of investing, sharp price fluctuations often create more potential for profit. The major trend direction is the foundation that determines our long-term gains, while short-term profits are frequently generated through swing trading. This not only tests our market sensitivity and timeliness in decision-making but also requires us to find opportunities within volatility and respond flexibly.
Today, we once again focus on the latest market dynamics of the three major stock indexes to explore the trajectory of the stock market and determine our main market operation strategies.
The Dow Jones Industrial Average is currently in a high-level oscillation pattern, hovering near recent lows, seemingly waiting to choose a direction.
The Nasdaq index, after several pullbacks to confirm its support level, is now challenging the recent high pressure points again, showing a positive overall direction, despite some resistance above.
The S&P 500 index is oscillating near its historical highs, also showing market pressure at this level, requiring us to patiently watch for further signals on the market’s direction.
From these analyses, we can see that although the three major stock indexes all display an upward inclination, they are also at critical resistance areas, which is a strong signal the market is sending us. This warns us that while pursuing potential profit returns, we must remain highly vigilant to avoid losing profits already gained in potential market pullbacks.
Based on the current market dynamics, we should adopt the following operational strategies to ensure asset safety and appreciation:
1.For those stocks that have already profited, we should sell them promptly to lock in the gains, appropriately reduce our holdings, and avoid potential market volatility risks.
2.Continue to optimize our investment portfolio. For stocks that are underperforming expectations, sell them on the rebound. Additionally, we need to actively seek and incorporate new wealth opportunities to ensure the ongoing profitability of our investment portfolio.
3.If you are uncertain about the future trend of your holdings, I recommend sending the relevant stock information to the assistant. This ensures that we stay updated on the latest developments of our held stocks and can adjust our strategies in a timely manner.
Now, let us focus on the performance trajectory of the stocks in our investment portfolio:
Today, we have once again witnessed the strong performance of NVDA, showing clear signals of a robust bullish counterattack. At this point, I would like to congratulate those who have steadfastly followed the community strategy, synchronized their positions, and continued to hold NVDA. It is your persistence and patience that have brought you significant profit growth.
NVDA not only demonstrates its strong trend in the stock market, but its steady upward performance also reaffirms its value as a long-term investment target recommended in the “Second Half 2024 300% Profit Investment Plan.” Based on its current market performance and future growth potential, we have decided to continue holding NVDA, anticipating higher returns in the future.
Today, AMD once again demonstrated the sustainability of its rebound trend. During the price surge, it encountered resistance at a previous high, subsequently showing a “long upper shadow” pattern, which clearly indicated strong overhead pressure. Based on a prudent investment strategy, we have decided to fully sell out of AMD at this point, successfully locking in a 5% profit return.
Once again, congratulations to those who have followed the community’s shares and acted on the advice given. Your swift actions and trust in the strategy have brought you tangible returns.
MSTR, a Bitcoin-related stock, once again demonstrated the power of its bullish surge today. Currently, MSTR has provided our community friends with a profit margin of 18.56%, an exhilarating figure that represents not just growth in profits but also the result of the united efforts and collaboration of all our community members.
Currently, MSTR is nearing the resistance area around the previous high of $200, creating a significant pressure point. Based on the principles of prudent investment and the need to continuously optimize our portfolio, we have decided to partially reduce our position in MSTR to lock in some of the profits already gained. We will continue to hold the remaining position, looking forward to higher profit returns from MSTR in the future.
I believe everyone has already felt the immense profit potential contained in MSTR. Our “Second Half 2024 300% Profit Investment Plan” has demonstrated its powerful profitability, bringing significant returns to all our community members. This is a wonderful start, proving not only that the “Second Half 2024 300% Profit Investment Plan” is a guiding light on our investment journey but also that the disruptive capabilities of the New World Quantitative Investment Decision System are indispensable tools for successfully entering the ranks of financial freedom.
Yesterday we focused on sharing the disruptive features of the New World Quantitative Investment Decision System with the community. This includes:
1.Provides daily buy and sell signals to help us make quick trading decisions.
2.The system not only offers trading signals but also includes market news and in-depth analysis, aiding us in selecting high-quality stocks.
3.Offers technical chart training and practical application to enhance our ability to interpret the market.
4.Provides trend forecasting for investment targets, keeping us informed about market dynamics and helping us seize investment opportunities.
5.Covers everything from individual stock ratings to market ratings, comprehensively optimizing our investment portfolio.
Now, let’s focus on the powerful rating features provided by the New World Quantitative Investment Decision System, which summarizes the system ratings for various investment types.
Dear friends, let’s first take a moment to reflect on the illustrious history of the New York Stock Exchange (NYSE) since its establishment in 1792. Over the past 232 years, the NYSE has not only undergone numerous mergers and restructurings but has also worked closely with the U.S. Securities and Exchange Commission (SEC) to ensure market regulation and transparency. These efforts have made the NYSE the preferred trading platform for global investors and companies around the world.
Ladies and gentlemen, numerous financial giants were born, such as JPMorgan Chase & Co., Morgan Stanley, The Blackstone Group, and The Goldman Sachs Group. These companies are not only leaders in the financial market but also play key roles on a global scale.
Particularly for global asset management powerhouses like BlackRock and Vanguard Group, how is their success and continued growth achieved?This is due to their deep understanding of the market, innovative investment strategies, and precise grasp of client needs. Their investment reach spans globally as they continuously seek and capitalize on every market opportunity. They also employ advanced technology and data analysis to enhance the efficiency and returns of their investments.
First, we need to understand the levels of financial institutions:
1.Global Major Financial Institutions: These institutions have massive scale and a global business network. They are involved in designing and issuing various financial products and play a leading role in international financial markets and financial activities of global medium to large enterprises. Often supported by nations or substantial wealth, they become systemically important financial giants, involved in sectors like precious metals and currency markets.
2.National Major Financial Institutions: These institutions hold significant positions within domestic markets, with broad service ranges covering individual customers, small to medium-sized enterprises, and large corporations. Typical examples include major banks, securities firms, and insurance companies, such as JPMorgan Chase, Citigroup, and Bank of America.
3.Regional Banks and Financial Institutions: These entities serve specific geographic areas and are relatively large, primarily providing retail banking, commercial banking, and wealth management services. They typically cater to regional market demands, such as regional banks, trust companies, and mutual fund companies.
4.Investment Management and Asset Management Companies: These companies focus on investment and asset management, providing services such as investment advice, fund management, and wealth management. Their clients mainly include individual investors, institutional investors, and high-net-worth individuals.
5.Financial Technology Companies: These companies leverage the latest technologies, such as the internet, mobile payments, blockchain, and artificial intelligence, to provide innovative financial services. Their services span individual users, corporate clients, and other financial institutions, involving payment systems, online banking, and investment platforms.
Over the past 200-plus years, financial institutions have primarily relied on internal human resources to gather news, conduct ratings, and perform analyses. For example, to understand the current geopolitical situation, institutions typically depend on precise news reporting; to assess the financial condition of a specific industry or company, they need to thoroughly read and analyze a vast amount of financial data. Moreover, technical analysis and the evaluation of a stock’s profitability and value also require a professional team to carry out systematic financial and technical analyses.
However, as markets expand and the investment fields, including stocks, funds, futures, foreign exchange, bonds, and cryptocurrencies, continue to grow, determining the best investment portfolio and selecting the top-performing stocks has become a complex task. Relying on just one person’s effort is insufficient to cover the extensive information needs and analytical work required.
But today, each of us can easily access the most precise information through the New World Quantitative Investment Decision System. We can utilize its accurate analysis and judgment in financial trading, which is the result of our many years of effort.
We have integrated the world’s best investment techniques for technical analysis, financial analysis, news judgment, portfolio optimization, and market forecasting into the New World Quantitative Investment Decision System, turning it into a versatile intelligent asset management company decision-maker. This allows us to make final judgments and decisions efficiently and accurately, achieving effective investment management. With this system, we can not only manage assets more efficiently but also maintain a leading position in this volatile market. This is the result of our years of effort and the guarantee for realizing our dream of financial freedom.
In the tenth course of New World Asset Management, I will guide everyone through an in-depth exploration and experience of the upgraded New World Quantitative investment decision system. Whether you’re a returning participant or a new friend, everyone will have the opportunity to experience the upgraded New World Quantitative Investment Decision System.
Next, we will focus on the core features of the New World Quantitative Investment Decision System: investment category ratings and investment opportunity recommendations. The New World Quantitative system provides precise system ratings by thoroughly analyzing the current market conditions, including international geopolitics, bullish and bearish market positions, market sentiment, and technical charts.
Additionally, our top-tier team of professional analysts will tailor investment strategies based on these ratings and recommendations. Whether it’s stocks, futures, forex, funds, bonds, or cryptocurrencies, our system can help everyone construct the best trading portfolio and achieve profit objectives. I hope everyone actively participates and delves deeply into learning these core techniques to collectively enhance our investment decision-making skills.
Now let’s take a look at the current optimal ratings for the New World Quantitative Investment Decision System:
Ladies and gentlemen, given the current market ratings and investment environment, here are our views:
A. Given that the Federal Reserve has initiated a rate-cutting cycle, this move will undoubtedly have a positive impact on global investment markets, injecting new vitality. Historical data shows that the cryptocurrency market typically enters a bull market following presidential elections. Therefore, we have reason to believe that the potential of the cryptocurrency market will be even greater, and the profit opportunities in the future will be more substantial. These factors provide important references for our investment strategies.
B. Given the escalating tensions in the Middle East, market risk aversion is likely to intensify. Under these circumstances, gold and oil, which are closely linked to geopolitical situations, undoubtedly become excellent asset allocation choices. Gold, as a traditional safe-haven asset, usually attracts more investor attention when uncertainty increases; similarly, as oil is a vital energy source for the global economy, its prices are significantly influenced by geopolitical factors. Therefore, both of these assets are very worthwhile investment options for investors to consider in the current international context.
C. Currently, the three major stock indices are near historical highs, and sustaining upward momentum to reach new heights requires substantial financial support. Therefore, although the stock market still offers opportunities to make money, investors need to be patient and closely monitor market dynamics and capital flows to seize the right investment moments. At this stage, for investors, maintaining caution and not rushing into decisions will be key to achieving desirable returns.
Ladies and Gentlemen, the wealth of all of our friends in the community is growing steadily through the trend forecasting and rating capabilities of our New World Quantitative Investment Decision System. Not only are we committed to steady wealth growth, but we are also actively preparing for an internal test trade. The purpose of this test is to verify the profitability, stability and completeness of the New World Quantitative investment decision-making system and to collect valid trading data. This data will support the upgrading and improvement of New World Quantitative and accelerate the process of launching New World Quantitative. All of this requires the participation and support of each and every one of us.
Due to time constraints, that’s all for today. Tomorrow, I will continue to share with you more about the wealth opportunities in the investment market, as well as the details of the internal tests we are preparing. I hope you will stay tuned and explore more wealth growth opportunities together, see you tomorrow.
Today’s Knowledge Quiz:
1. New World Quantitative Investment Decision System What are the disruptive features? (20 points)
2. New World Quantitative Investment Decision System Rating function, what are the investment market areas rated? (30 points)