(1) Hedge by shorting various ETFs to offset geographical exposure, i.e., short $IWO for US/int'l exposure; short $KWEB or $CWEB for China exposure.
When: $IWO below 150D EMA, hedging on 5D /10D EMA crosses...
(2) ... Exit when $IWO above 150D EMA.
Please watch two great interviews, one with Jake Wujastyk @Trendspider_J
How to Invest in Growth Stocks in 2021 1) Some notes: 1. started to build his own portfolio in 04/2020 2. found #Fintwit on Twitter 3. sharing portfolio, very transparent 4. picked by @chamath as one of emerging investing managers, congrats! 5. put a lot of researches into his positions 6. 2/3 investor +1/3 trader