Morning review：
Ladies and gentlemen!
A new week has started, and with good spirits, we embrace each new challenge and opportunity. This week, the forthcoming economic data and significant events will provide crucial direction for our investment decisions, helping us more accurately understand the pulse of the market
As the Federal Reserve begins a cycle of interest rate cuts, our market has been infused with new vitality, not only stimulating economic activity but also providing us with more opportunities to make a profit. Let us approach this week’s forthcoming economic data and significant events with a positive attitude, and by continually learning and adapting to market changes, use our wisdom and courage to precisely seize every money-making opportunity
The economic data to focus on this week includes:
1.The PMI, or Purchasing Managers’ Index, is an economic indicator that measures the economic health of the manufacturing and service sectors. Simply put, a PMI above 50 indicates that the relevant sector is in an expansion phase, with economic activity increasing; a PMI below 50, on the other hand, suggests that the sector is contracting and economic activity is decreasing
2.PCE data, or Personal Consumption Expenditures data. This metric is not only a crucial tool for measuring economic health, but it is also a key inflation indicator that the Federal Reserve pays special attention to when making monetary policy decisions. Personal Consumption Expenditures data reflect the total amount of consumer spending, which is a critical factor in assessing inflation levels. The Federal Reserve uses this data to observe and predict inflation trends within the economy, thereby making appropriate adjustments to monetary policy
3.The final value of the University of Michigan Consumer Sentiment Index, which is an important reference for measuring consumers’ perceptions of economic conditions and their future spending plans. It reflects the level of consumer confidence in the future economic environment
The key events to focus on today are as follows:
1.Over the weekend, we noted an escalation in the conflict between the Israeli military and Hezbollah militants in Lebanon, which has once again heightened tensions in the Middle East. This type of geopolitical instability often triggers market risk aversion, prompting investors to seek safer assets as a hedge
In this context, gold, as a traditional safe-haven asset, has had its value and importance highlighted once again. We can anticipate that in the coming period, gold prices may continue to reach new highs. Correspondingly, stocks related to gold are also likely to continue benefiting
2.There’s exciting news from Elon Musk. He announced on the social media platform X that SpaceX plans to launch about five unmanned Starships to Mars within the next two years. This ambitious plan not only demonstrates the progress in space exploration technology but also indicates future trends in the aerospace sector
This news is undoubtedly a huge positive for the entire aerospace sector and all stocks related to Musk. As this plan progresses and is implemented, the market performance and stock prices of the relevant companies could be boosted by positive investor expectations
The VIX index tends to have a negative correlation with stock index trends. From the 15-minute trend chart of the VIX, we can observe that the current price is showing a weak and oscillating pattern, indicating that investor sentiment is relatively stable. This market atmosphere is favorable for today’s stock index performance. Such an environment also provides positive emotional support for seizing stock investment opportunities
In our operations, we need to pay special attention to position control, maintain patience, and continually seek new wealth growth opportunities. At the same time, continuously optimizing our investment portfolio and appropriately allocating assets is crucial. This way, we can maximize investment returns while ensuring capital safety
Let’s now focus on the performance of the three major stock indices: The Dow Jones Industrial continues to reach all-time highs, while the Nasdaq index hovers around the neckline of a “W” pattern. Once it successfully stabilizes at the “W” neckline, it will also send a very strong rebound signal; the Nasdaq index continues to hover near historical highs, gathering strength for a rebound. The overall trend and state of the market show that the current macro environment is performing well, the direction of the stock indices remains healthy, providing us with good opportunities to establish positions
So, our main strategy currently combines short-term and medium-term approaches, reducing positions in profitable stocks while continuing to hold the remaining positions in anticipation of potential profit returns. When prices pull back to key support levels, we will reinstate the reduced positions. This method not only allows us to lock in profits timely but also prepares us for potential future profit opportunities
Dear friends, let’s now focus on the performance of the stocks in our portfolio:
NEM, a stock within the gold sector, continued to reach new highs today, once again demonstrating strong potential for gains and bringing considerable profit returns to our community members. However, considering that the current stock price is about to touch the upper edge of the rising channel and there is some anticipated pressure, we have decided to adopt a cautious strategy. We will temporarily reduce our holdings by half to ensure that we can lock in the profits already obtained
For the remaining positions, we will continue to hold and closely monitor market developments, waiting for NEM to present more potential profit opportunities
AVGO stock has recently shown a strong rebound trend, which once again demonstrates the powerful capability of our New World Quantitative 4.0 system in trend prediction and market analysis. Thank you for your trust and support. Our community members have earned over 13% profit from this investment. Congratulations once again to those steadfastly following our community updates; your wealth continues to grow steadily
For those still holding AVGO, now is a good time to take profits and lock in your current gains. Please ensure execution is in place, and then we will continue to look for the next potential stock to seize more quality investment opportunities
Currently, ITCI’s price is solidly positioned above the white trend line, still showing robust performance, which conveys to us that the market has a strong determination to rebound. At present, the overall trend direction is unfolding along the yellow and white trend lines, and it is in the midst of a rebound trend
This situation indicates that ITCI still has the potential to continue rising. Therefore, we can confidently continue to hold this stock and patiently wait for more potential profits
Ladies and gentlemen！
please put down your work for a while and pay attention as I will give you detailed information about the nature and value of NWC tokens:
We, New World Asset Management, are an organization specializing in quantitative financial investment, dedicated to providing investors with professional investment management and risk management services. We cover stocks, foreign exchange, bonds, options, gold and cryptocurrencies and other asset classes, through a diversified asset allocation, to help investors realize the long-term appreciation of assets and financial goals
From the very beginning of New World Asset Management, we have had a great vision: to create an epoch-making “Lazy Man Investment System” by combining the wisdom of first-class investment experts, analysts and R&D teams, and integrating advanced algorithmic trading technology with advanced quantitative trading strategies. “New World Quantitative 4.0 investment decision-making system. The goal of this system is to provide investors with a faster, easier and more efficient investment tool to help them realize high profit returns
The development of the New World Quantitative 4.0 Investment Decision System reflects not only our pursuit of financial technology innovation, but also our deep understanding of and commitment to investor needs. Through this system, we hope to free up investors’ time and energy so that they can still enjoy a professional and efficient investment experience in their busy lives
And we have another great vision for New World Asset Management: to leverage the increased visibility and impact of the successful launch of New World Quantitative 4.0 to attract enough users to join New World Asset Management, and as our market valuation grows and the size of our assets under management increases, we aim to go public on the NASDAQ within the next three years. As our market valuation grows and the size of our assets under management increases, we aim to go public on NASDAQ within the next three years
So, I encourage everyone to actively participate in our community activities, pay attention to our shared economic data research, real-time event impact analyses, wealth opportunities, and in-depth discussions on investment methods and techniques. Through these activities, we can not only enhance our knowledge base but also better understand market dynamics and improve our investment skills
Additionally, I encourage everyone to accumulate raffle points by participating in daily activities and join our Friday raffle events to win prizes you desire. This not only adds fun to our community interaction but also rewards everyone’s active participation and contributions
Let us stay active in the community, learn and grow together, and seize more wealth growth opportunities by continuously accumulating and applying new knowledge
This is the end of this morning’s sharing, but our pursuit of wealth knowledge never stops. Later, I will continue to share with you the knowledge about the judgment and application of the channel pattern in the trend running state, see you later
This morning’s knowledge quiz:
1. What are the economic data to focus on this week? What are their roles? (20 points)
2. What are some of our New World Asset Management My Great Vision? (30 points)
Closing commentary：
Today is indeed a wonderful day; the stocks in our portfolio have performed exceptionally well, bringing significant profit returns to every friend in our community. This is the result of our collective efforts and wise choices, as well as the reward the market has given us
On such a successful day, we should celebrate this achievement, while also continuing to learn and monitor market trends, preparing for future investment decisions
Now, let’s focus on the performance of the stocks in our portfolio and specifically summarize the results of optimizing our investment portfolio:
Today, TSLA stock has once again demonstrated its strong upward momentum, currently delivering at least a 13% profit return for our community members. Based on an accurate assessment of market dynamics, we opted to reduce our holdings by half today to lock in current profits and ensure everyone’s investment returns
Congratulations again to those who steadfastly built their positions in sync with our New World Asset Management community; your profits continue to grow steadily. The mission of New World Asset Management is to be your safe harbor in the investment world. We are committed to providing the essential expertise, continuously enhancing your knowledge base, and strengthening your ability to adapt to market changes
NEM, as a stock in the gold sector, reached new highs today, delivering approximately a 7% profit return for our community members. This once again proves that stocks in the gold sector can provide us with continuous and stable profits
Currently, NEM’s price rebound is nearing the upper edge of the ascending channel, showing some signs of pressure. Given this market condition, we have chosen to reduce our holdings by half as a strategic move to lock in our current profits while still retaining a portion of our positions to wait for potential future profit returns. This strategy allows us to protect our existing gains while still participating in possible future market increases
Ladies! Gentlemen！ we have recently reduced our positions by half for both TSLA and NEM stocks. The purpose of this strategy is to further optimize our investment portfolio and ensure that we can lock in current profits in anticipation of potential future market fluctuations
Equally important, when TSLA and NEM experience a price pullback, it will also be an excellent opportunity for us to buy back in and reinstate the positions we previously reduced
AVGO has performed exceptionally well recently, delivering at least a 13% profit return for our community members. We seized the opportunity and sold all holdings at the peak, once again proving the effectiveness and appeal of the short-term strategies shared in our community.
CRM stock recently delivered a 5.1% profit return for our community members. This is the result of our collective efforts and wise choices, and currently, all members of our community have successfully locked in these profits
This success not only proves the effectiveness of our investment strategy but also strengthens our ability as a team to face market challenges together
For those who followed our strategy and purchased stocks, your wealth is steadily growing. This is the kind of opportunity with high quality stocks filtered through New World Quantitative 4.0 that we share with our community. I encourage everyone to embrace New World Quantitative 4.0, as embracing it is embracing wealth; embracing New World Asset Management is embracing a successful future
AMD has currently brought a 3.13% profit for our community members. We will continue to hold our positions and look for more opportunities for appreciation
At the same time, MSTR, a stock related to the cryptocurrency concept, has also performed very well, currently stabilizing above the yellow and white trend lines, sending us very positive market signals. It has brought a 4.5% profit return for our community members. Considering the rate-cut cycle initiated by the Federal Reserve may have a positive impact on the cryptocurrency market, we have decided to continue holding MSTR in anticipation of greater profit potential
Currently, our holdings in NVDA are showing an approximate 7% unrealized loss, ITCI has an unrealized loss of about 1.93%, and AAPL is trading around its cost price
The above content is a simple summary of the stocks in our investment portfolio. In the world of investing, we must not only enjoy the profits brought by rising stock prices but also accept the natural fluctuations of the market, including temporary price retracements. This is the balance art that every investor must learn
Moreover, rest assured that any stocks I share in our community, I will continue to track and take responsibility for them. If you are unclear about the future trend of the stocks you hold, or if you feel uncertain, feel free to send your stock information to my assistant. Let her provide you with objective market analysis and formulate professional investment strategies using the New World Quantitative 4.0 Investment Decision System.
Please remember, on your investment journey, you are not alone. We are a team, a group that faces market fluctuations together and shares successes and challenges. We not only enjoy the fun of making money from rising stock prices together, but we also face temporary stock price retracements calmly and endure these short-term challenges together.
In this team, each person’s success and challenges are our common focus. We draw on the strength of the team, support each other, learn together, and keep moving forward
Moreover, in the wealth opportunities recently shared within our team, many of you may have noticed that the high-quality stocks we’ve selected have demonstrated strong resilience in the face of significant market volatility. This has not only solidified our investment positions but has also brought considerable profit returns to our community members
Through our carefully constructed investment portfolio, you can also experience the unique appeal of this approach. By diversifying across various sectors, we have effectively reduced the risk of holding single positions, maintained stable profitability through different economic cycles, and significantly enhanced our overall earning capacity
Building your own investment portfolio is crucial in creating an investment trading system. Therefore, I encourage every member of our community to construct their own investment portfolios. Doing so not only enables each of us to be agile and capitalize quickly when market opportunities arise but also to defend effectively when necessary, achieving stable profits
While the overall market environment is currently healthy, there is still considerable uncertainty, so we need to actively pursue potential profits in stocks to maximize returns while also guarding against possible market retractions. Therefore, our current main strategy involves combining short-term and medium term approaches: appropriately reducing positions in profitable stocks, and then replenishing those positions when stock prices retreat to key support levels. This strategy not only secures already obtained profits but also allows us to pursue more potential profit returns at the right times
Today’s portfolio optimization has been successfully completed, but our learning journey has just begun. The vast ocean of knowledge has opened its doors to us, and we are now officially stepping into this expansive sea to deeply explore channel patterns in stock trend movements and their applications
During this process, we will not only learn how to identify different channel patterns, but we will also master how to effectively use these patterns to guide our investment decisions
The primary trends of stock movements can be categorized into three types: upward trends, downward trends, and sideways or oscillating trends. These trends reflect the main behavior patterns of the market over different periods of time
Corresponding to these trends, the channels through which stocks move can also be divided into three types: upward channels, downward channels, and sideways or oscillating channels
Today, we’ll focus on sharing how to identify and apply the upward channel trend in stock movements. We will analyze the trend chart of NEM in detail to study the characteristics of upward channels and their application in actual investments.
1.What is an upward channel?
An upward channel is a pattern on a chart that shows a continuous rising trend in stock prices, defined by two parallel trend lines: an upper resistance line and a lower support line. Within these lines, the stock price fluctuates but generally moves upward. This chart pattern indicates that in the current market, buying power is dominant, with both the highs and lows of the stock price progressively increasing. This formation can be used to predict the potential continuation of an upward trend in the market
2.In an upward channel, we can observe two main trend lines: one is the lower boundary line serving as support (as shown in the line segment A-E), and the other is the upper boundary line serving as resistance (as shown in the line segment F-J). These two lines extend parallel to each other, with the stock price fluctuating between them, overall presenting an upward trend
When analyzing an upward channel, we should focus on several key points:
Points on the support line (Points A, B, C, D, E): These points are the lowest positions touched by the stock price during its declines, where the stock usually rebounds upwards after finding support. These points represent potential buying opportunities, especially when the stock price rebounds from them
Points on the resistance line (Points F, G, H, I, J): These points are the highest positions reached by the stock price during its upward movements, where the stock may pull back after encountering resistance. These points represent potential selling or profit-taking opportunities, especially when the stock price approaches them
3.In an upward channel, our trading strategy requires precise identification and utilization of the positions of the support and resistance lines to make trading decisions. In this type of channel, we primarily adopt two strategies: a buy low and sell high approach, and a continuous holding strategy
3.1 Buy low and sell high strategy: This strategy requires us to buy when the stock price is near the support line and sell when it approaches the resistance line. By using this method, we can continuously profit from the fluctuations of the stock price, taking advantage of its repeated oscillations within the channel
3.2 Continuous holding strategy: For those who prefer fewer trading operations or are optimistic about long-term trends, you can choose to buy when the stock price is near the support line and continue to hold until the stock price breaks below a key support line. At that point, sell the stock to avoid potential larger losses. This strategy is relatively passive but allows investors to benefit from a long-term upward trend
No matter which strategy is chosen, it is important to closely monitor the relationship between the stock price and the support and resistance lines, as well as other market factors that may affect the stock price. By using this approach, we can maximize our grasp of every opportunity in the market while controlling risks and achieving steady wealth growth
Today we learned together about recognizing and applying knowledge of upward channels, and I hope everyone has grasped it. If you have any questions about today’s shared content or parts you didn’t fully understand, you can contact my assistant at any time. She will help you resolve any issues you encounter to ensure that every friend fully understands and can apply this knowledge.
Today’s sharing ends here. Tomorrow, we will meet again in our community to continue exploring the stock market trends and optimizing our portfolios. Let us all look forward to and seize the new wealth opportunities that tomorrow brings. I look forward to meeting you all in tomorrow’s session. See you tomorrow!
Today’s quiz question:
1.What are the importances of building an investment portfolio? (20 points)
2.What are the strategies for operating in an upward channel in the stock market trend? (20 points)