AskLivermore
@asklivermore
Singapore's #1# trader now on X. Timing cycles and stock rotation theory.
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加入 February 2026
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As our portfolio reaches all-time highs, we need to be careful here. A lot of screenshots of people making gains, a lot of happiness.
This is when I start tilting my portfolio slowly towards the other direction.
1. When people are happy, add to your defensive stocks.
2. When people are sad, add to your high growth AI stocks.
I’m still cautious bull forever.
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