Seeing some partners in the group talk about the combination of positions, I would also like to share my current holdings.

Current Holdings are mainly in pharmaceuticals and gold and silver, accounting for 33%, while the position equivalent to cash accounts for 30%, and electric energy accounts for 14%.

The tech position mainly consists of mid to upstream semiconductor stocks, accounting for 19%, and a bit of financial credit position (which is deeply trapped).

However, this is just 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 masked and some not? The masked parts have higher risks, while the unmasked parts are relatively more certain.