也聊聊炒股

We are in the same class of 1999, but I learned almost totally different lessons:

1）長期投資（不是buy and hold，而是要一直在市場裏) - agree on this；

2）Never 分散投資, only focus on the 1-2 sectors/industries I feel I understand；

3）Never focus on section rotation,because I don't know where to rotate outside my comfortable zone；

4）Never do DCA（假設市場總是曲折向上，因為經濟規模不斷擴大及貨幣貶值), I do raise/lower my cash level to manage Macro risks；

5）少炒指數，多買個股 - because my goal is to outperform market. The downside is I could have big swings, but I get used to them and feel comfortable,most of time.

差不多又是十年過去了，可以安慰的是這十年效果尚可...so you and me make two different cases to demonstrate 'there are more than one ways to skin the cat'...

所有跟帖： 

• 白貓黑貓花貓，逮了老鼠是好貓：） -易木- ♂ (0 bytes) () 09/07/2012 postreply 11:24:39