先說一個我做錯的事,下麵是我和獅山的一段對話——
我: When my son was 12, he was heavily into playing games, that’s the time I set up an UTMA account with him, one day he told me: mom, would you please buy some NVDA for me, their speed is unbeatable ? I looked at him skeptically , but still bought a few hundred shares for him at about $7-8/per. Nowadays he always jokes about how I missed a big time by not listening to him and bought the shares later on with over 10 folds of his for my own accounts LOL
獅山:Peter Lynch always recommend that you should find investment opportunity from everyday life!
我: I hear you, but I’m no Peter Lynch when it comes to wisdom LOL
再來說說我對市場下跌時建倉和加倉的淺見(友情提示:我說得不一定對,讀時請按照自己的不同情況make sense and make adjustments ;) ----
今天早上我設了個limit order,在$144/per 加倉(double down) PLTR. My logic and procedure behind this action are:
我一般不輕易買個股,長期定投QQQ, SPY,VGT & VOO, 股市跌10%以上我會一次性買入更多的ETFs. 但我也會長持一些龍頭股,NFLX, META持了十幾年了,NVDA 晚一點,今年四月買入TSLA和AMZN, 當然我也賣掉過長持的騰訊,阿裏和新東方,上個月將長持了最久的APPLE和Google 清倉了。
前一陣去看兒子時,和他同學,在Palantir 工作的一個小天才聊天,然後我開始對這家公司感興趣,Peter Thiel的vision and leadership 不用說,公司的護城河也強壯,market monopolies, AI platform’s force multiplier…..這是一個我願意長持的公司,雖然現在的valuation是蠻高的,但growth 也同樣可觀。我說一下我的操作—— 把資金分成3-4份,前兩天在$160左右開倉,然後設置自動買入(我沒有時間盯盤也沒有時間做option,最輕鬆的方式就是limit order ),every 10% dip to add double shares , 希望可以dip 到40%, 當然這很可能是我的wishful thinking lol, 所以這樣的操作必須每一筆交易分量夠大,必須對買進的公司有信念,還必須是長持,再必須以後有任何好機會時繼續加倉。