Reflection of DJ
Whenever DJ goes up by a lot, like >1.5%, my own portfolio never do as well. There is no logic to it. But when DJ goes up by a bit, then I can look forward to collecting alpha. So today, the market went up by nearly 2% but mine is under 1%.
Also whatever I buy do not usually shoot up immediately. Patience is required. And when some of them rise, I have no idea why it shoots up so much. You can say I am lucky sometimes.
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