My Investment Journey (245)

Saturday, February 28, 2026: My Investment Journey (245). Reviewing my investment journey, I habitually pose the following questions every Saturday. Q: What principles must be adhered to in 2026? A: 1. Combine long-term and short-term strategies; 2. Avoid chasing gains or panic-selling; 3. Learn to wait patiently for opportunities; 4. Strictly execute established strategies. Q: What were this week’s trading gains, losses, and reflections? A: This week, my account incurred a 1.40% loss, outperforming only 11.35% of fellow investors. The primary reason was the substantial decline in Delin Holdings—a long-term holding—whose losses accumulated during the Spring Festival holiday were reflected in the first post-holiday trading day’s P&L. I have previously discussed this stock extensively. Given its impending removal from the Stock Connect program, its liquidity will significantly deteriorate; therefore, I do not intend to hold it further and plan to fully liquidate my position next week. Real estate stocks have also underperformed recently; however, I remain optimistic about their future stabilization and bottoming-out trend, and thus will continue adding positions on dips. Q: What is the trading strategy for next week? A: Next week, I will gradually liquidate my Delin Holdings position. My plan is to reduce holdings on rallies; however, if any shares remain unsold by Friday, I will liquidate all remaining shares regardless of price.

Which stocks are related to electronic specialty gases?

Japan Oxygen Holdings | Air Products | Air Liquide | Linde As core materials for semiconductor etching, deposition, cleaning, and ion implantation, electronic specialty gases are dominated in the high-end global market by these four major overseas companies. Domestically, China has achieved leading global production capacity in several major gas varieties, and certification for advanced process nodes continues to progress steadily.

5,724 Linde PLC Shares Purchased by Provenance Wealth Advisors LLC

2 days ago

Provenance Wealth Advisors LLC significantly increased its stake in Linde PLC by acquiring 5,724 shares in Q3, valued at approximately $2.75 million. The investment follows Linde's recent earnings beat and quarterly dividend declaration.

MarketBeat

2026-04-08

Asio Capital LLC Increases Stake in Linde PLC

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Yousif Capital Management LLC Sells 2,739 Shares of Linde PLC

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BIP Wealth LLC Acquires 3,403 Shares of Linde PLC

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Franklin Street Advisors Inc. NC Trims Stake in Linde PLC

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Jackson Square Capital Reduces Stake in Linde PLC to $2.90 Million