牛經滄海投資感悟生活點滴
吾言吾所思，君聞君所願。【聲明】僅供交流之用，不作投資建議。
正文
As of 8/6/2018; 以倉位為序
【1/1/2018】2018年大市. 一月中至月底或有短期調整。對策：第二周減倉；如果走出預期3%至5%，買進回調；如無回調，視季報市場反應決定；
Q4季報結束（二月下旬）與Q1季報（四月底）之間應該有一次5%回調。對策：Q4季報減倉觀望。
【6/14/2018】2018H2大市. 七月底或為升勢轉折。預期下周會有一次短期回調，已作減倉對應。如果走出預期3%至5%，買進回調至七月底減持。之後考慮適度亥吉至十月。
滄海2018股票池 (2017-12-19 14:17:18)
Disclaimer: This material has been prepared by牛經滄海@2017. This document is for information and illustrative purposes only and does not purport to show actual results. 牛經滄海shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas.
評論
牛經滄海
2018-08-30 08:03:07
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悄悄話
減倉AMZN
牛經滄海
2018-08-17 10:50:42
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悄悄話
Closed SOXX, Reduced AMZN
牛經滄海
2018-08-06 13:08:22
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悄悄話
Sold TSLA, TWTR
牛經滄海
2018-07-12 13:13:24
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悄悄話
sold qqq
牛經滄海
2018-07-12 12:29:48
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悄悄話
bought TSLA, TWTR, SOXX, CBOE today
牛經滄海
2018-07-06 13:08:01
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悄悄話
sold IBB
牛經滄海
2018-07-06 11:47:23
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悄悄話
buy tsla
牛經滄海
2018-07-03 11:19:59
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悄悄話
closed iwm
牛經滄海
2018-06-25 13:55:33
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悄悄話
Buy IWM, QQQ, FNGU; Add IBB, GOOGL, AMZN.
牛經滄海
2018-06-19 07:37:23
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悄悄話
Buy TCEHY
牛經滄海
2018-06-14 11:05:09
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悄悄話
Reduce FB, close IWM
牛經滄海
2018-06-07 12:50:55
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悄悄話
add baba
牛經滄海
2018-06-06 13:24:06
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悄悄話
Add IBB
牛經滄海
2018-06-06 13:21:51
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悄悄話
Reduced AAPL, IWM.
牛經滄海
2018-06-01 12:38:35
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悄悄話
Sold Trip
牛經滄海
2018-03-28 13:00:23
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悄悄話
add IWM; BABA; IBB; sold EOG
牛經滄海
2018-02-13 13:14:37
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悄悄話
A perfect storm damaged my holdings badly. Sold XIV, IBB, cut AAPL, FB.
牛經滄海
2018-02-02 13:32:12
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悄悄話
Add IWM for short term; Sold MA (winner) and ICPT (loser) to raise gun powder; Keep AMZN, DATA as ER play consequences
牛經滄海
2018-02-01 14:19:27
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悄悄話
sold TWTR; Bought VMW; add IBB
牛經滄海
2018-01-31 11:46:08
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悄悄話
add FB, IBB; buy IWM
牛經滄海
2018-01-30 12:59:21
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悄悄話
sold REGN, LFC; bought XIV, added BABA, FB, GOOGL, AAPL
牛經滄海
2018-01-26 12:39:43
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悄悄話
reduce INTC to lock profits
牛經滄海
2018-01-26 09:33:16
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悄悄話
buy oled for speculation
牛經滄海
2018-01-24 11:06:44
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悄悄話
add AAPL, FNSR, reduce IBB, sold BITA
牛經滄海
2018-01-23 07:11:21
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悄悄話
buy TWTR for a speculation play
牛經滄海
2018-01-23 07:09:16
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悄悄話
add aapl
牛經滄海
2018-01-18 07:21:56
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悄悄話
sold TBT
牛經滄海
2018-01-17 13:15:46
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悄悄話
sold IWM, add FB
牛經滄海
2018-01-16 07:21:58
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悄悄話
Reduce IWM here
牛經滄海
2018-01-10 07:32:49
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悄悄話
reduce TBT; speculate on INTC
牛經滄海
2018-01-03 13:21:59
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悄悄話
reduce GOOGL, AAPL; plan to reduce IWM on any strength
牛經滄海
2018-01-02 13:30:01
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悄悄話
reduce IBB
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