【Monthly Update】Reporting my results to everyone: June returns were 31.14%, which I'm personally very satisfied with. Half a year has passed, so I'll take this opportunity to review my operations and gains/losses over the past six months.

I want to thank Google. In the first four months, I was 100% in Google, which allowed me to avoid the sharp drops in February and March, so I didn't lose everything, and I also made huge profits from Google's rebound in April.
Secondly, thanks to Small Rocket (Xiaohuojian), which contributed a lot in April and May.
Also thanks to Intel, which was a major reason for the gains in January and April.
Finally, of course, thanks to Dilraba (mu). Without her, this month's results wouldn't have been possible.
Every month, a hero emerges in my portfolio. That's the magic of position management. I'll make the position of the stock I'm most bullish on as large as possible that month, then allocate other sectors to share the pressure, and if necessary, cut losses to free up funds for adding positions.
Additionally, I firmly avoid shorting, options, and leveraged ETFs. I avoid gambling on earnings reports when possible. When it's my hero's earnings report, I just take a bath, change clothes, pray, and play dead. I complete operations with as few trades as possible. I don't try to dodge downturns; I believe in long-term holding and that slow is fast.
Regarding operational mistakes, my only regret is that I believed in storage (sectors) too late. That's a lack of cognition. To avoid such errors, I now buy first and then believe, get trapped first and then research, get on board first and then buy a ticket later. I'm not afraid of losing money; I'm afraid of not buying enough. I discard empiricism and embrace the new era.
Buy the dip, long-term hold. Discord in profile.