As we reach the midpoint of 2025, it’s a natural time to pause, reflect, and assess our investment journey so far. For seasoned investors and newcomers alike, the first half of the year has offered both challenges and opportunities across global markets. What separates consistent performers from the rest isn’t just stock-picking skill—it’s mindset, discipline, and a well-structured strategy.
This mid-year review dives into the core principles that have driven strong returns: long-term patience, tactical short-term moves, and balanced portfolio allocation. Whether you're focused on Hong Kong stocks, U.S. equities, or diversifying across sectors like新能源 (new energy), electric vehicles, or new consumer brands, the insights here are designed to reinforce what works—and why.
The Power of Patience: Why Long-Term Holding Wins
If you've followed this channel for any length of time, one word should stand out above all others: "mindset." More specifically, the investor mindset built on patience, resilience, and emotional control.
Over 80% of my year-to-date gains have come from long-term holdings—not lucky trades or sudden breakouts, but disciplined accumulation and the ability to hold through volatility. Let’s look at a few key examples:
- Hang Seng Bank (00011.HK): Two swing trades yielding over 40% combined—not because of timing miracles, but because positions were built gradually and held with conviction.
- Tesla (TSLA): Entered around $220 and rode the momentum to over 40% gains. Simple? On paper, yes. But only if you can resist the urge to exit early during pullbacks.
- SMIC (00981.HK): A 20%+ return that many missed due to short-term fear. Back when sentiment was overwhelmingly negative in our community, the prevailing reaction was hesitation. Today? That same stock is proving its strength.
👉 Discover how to build unshakable confidence in your long-term investments.
The secret behind these wins? Phased accumulation. I always recommend building long positions over at least five entries. This approach does more than average your cost—it creates psychological comfort. Knowing you’re not all-in at one level allows you to stay calm when markets dip.
Short-Term Gains Without Short-Term Thinking
While long-term investing forms the backbone of my portfolio (70%), I also allocate 20% to short-term tactical plays—but with strict rules.
Short-term trading isn’t about chasing every rumor or jumping on meme stocks. It's about identifying clear momentum patterns and acting decisively. Some successful moves this year include:
- Kuaishou-W (01024.HK)
- Alibaba Health (00241.HK)
- Geely Automobile (0175.HK)
- 99 Tea House (09922.HK)
In the U.S. market, Pitanium (PTNM.US) was flagged early as a potential double-digit gainer—and delivered accordingly.
But here’s the truth many overlook: short-term success still depends on mindset. You need clarity on entry and exit points, and the discipline to stick to them. Emotion-driven exits erode profits faster than bad picks.
Portfolio Allocation: Structure for Stability
A winning strategy isn’t just about what you buy—it’s about how much you risk and where.
My current allocation model remains consistent:
- 70% long-term core holdings
- 20% short-term tactical positions
- 10% experimental or high-conviction speculative plays
This structure ensures stability while allowing room for agility. Even during volatile periods—like recent swings in tech or concerns around semiconductor supply chains—the portfolio stays resilient.
Market Outlook: Key Levels to Watch
Hong Kong Market – Hang Seng Index Support at 24,000
The Hang Seng Index has shown strength recently, driven largely by large-cap financials and tech rebounding under index weightings. While some investors may feel left behind if their holdings aren’t in the spotlight, the broader message is positive.
As long as the index holds above 24,000, there’s no sign of systemic risk. Use dips as opportunities to add quality names—not panic triggers.
U.S. Markets – Wait for Clarity
U.S. equities require patience right now. Recent declines in growth stocks aren’t typical corrections; many are driven by sentiment shocks rather than fundamentals.
Take Tesla, for example. The drop to $300 wasn’t technical—it was news-driven. That changes the entry calculus. Instead of buying at $300, I’m now targeting a safer zone between $260–$270 for new long positions.
👉 Learn how to identify high-probability entry points in volatile markets.
Sector Watchlist: High-Potential Areas for 2025
Here are key sectors showing strong fundamentals and momentum heading into the second half of 2025:
🌱 New Energy & Clean Tech
- Re-Fuel Energy (02570.HK)
- Longyuan Power (00916.HK)
- SinoHytec (02402.HK)
- GCL Technology (03800.HK)
With global decarbonization efforts accelerating, renewable energy infrastructure continues to attract capital and policy support.
⚡ Electric Vehicles & Battery Innovation
- Contemporary Amperex (CATL, 03750.HK)
- BYD Company (01211.HK)
- Li Auto-W (02015.HK)
- XPeng-W (09868.HK)
Battery efficiency improvements and expanding EV adoption in emerging markets make this sector one to watch closely.
🛍️ New Consumer Brands
- Laopu Gold (06181.HK)
- Mixue Group (02097.HK)
- Maggie Makeup (01318.HK)
- Pop Mart (09992.HK)
Domestic consumption trends in China continue to favor premiumization and brand storytelling—especially among younger demographics.
💼 Financials & Blue Chips
- HSBC Holdings (00005.HK)
- Ping An Insurance (601318.SH)
- AIA Group (01299.HK)
- Hong Kong Exchanges (0388.HK)
Stable dividends, strong balance sheets, and global exposure make these ideal core holdings.
Also monitoring:
- Intel (INTC.US)
- Circle (CRCL.US)
- Meta Platforms (META.US)
- Nasdaq Composite (.IXIC.US)
- Dow Jones Industrial Average (.DJI.US)
And selective small-caps like:
- Yimai Sunshine (02522.HK)
- 99 Tea House (again, strong recurring performance)
Frequently Asked Questions
Q: How do I know when to hold vs. when to sell?
A: Focus on your original thesis. If the fundamental reason you bought hasn’t changed—like strong earnings growth or sector tailwinds—then volatility is noise. Sell only if the story breaks.
Q: Isn’t splitting into five buys too slow?
A: Phased buying isn’t about speed—it’s about risk control. It reduces emotional pressure and improves average entry price over time.
Q: Can I allocate more than 70% to long-term if I’m risk-tolerant?
A: Yes—but only if your emergency funds and income stability allow it. Never compromise financial safety for higher returns.
Q: How do you handle negative sentiment in investor groups?
A: I treat it as a contrarian signal. Widespread fear often precedes rebounds. Stay objective, review data, and avoid herd behavior.
Q: Should I follow all the stocks listed here?
A: No. Use this list as a research starting point. Each investor must align picks with their own risk profile and goals.
Q: What tools do you use to track these positions?
A: I rely on fundamental analysis, technical support/resistance levels, and macroeconomic indicators. Diversify your inputs for better decisions.
Final Thoughts: Success Favors the Steady
“Before sunrise comes the darkest hour.” That saying holds true in investing more than anywhere else.
The most profitable periods often follow the most stressful ones. Whether it was skepticism around SMIC or doubts about Tesla’s resilience, those who stayed steady—guided by logic, not emotion—emerged ahead.
Markets will always test your nerve. But with a clear investment mindset, structured portfolio allocation, and focus on high-quality sectors like new energy, EVs, and consumer innovation—you’re not just surviving volatility. You’re positioning to thrive in it.
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