I saw some partners in the group talking about the combination of positions, so I would like to share my current holdings.

Currently, the holdings are primarily in pharmaceuticals and gold and silver, accounting for 36%, while the cash position accounts for 30%, and electricity and energy for 14%.

The technology positions mainly include midstream and upstream stocks in semiconductors, totaling 19%.

However, this is only for mid-November to mid-December. After December 10th, there will be another allocation, reducing cash Position and decreasing the proportion of pharmaceutical stocks.

Why are some parts masked and others not? The masked parts have a higher risk, while the unmasked parts are relatively more certain.