Today’sTransactions:
NoTransactionstoday.
Today’sReturn:1.62%
Returnsinceinception(June05,2007):21.30%
S&P500ReturnsinceJune05,2007:-4.35%
Leverage:1.33
Mypositions:
Long:
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
[閱讀全文]
股海一粟的博客
投資是一門藝術，投資是一所永遠的學校。股海一粟第一次接觸到股票還是在1988年，那時候上海隻有老八股，沒有正規的交易所。。。那一年股海一粟隻有10歲。
博文
(2007-08-02 14:34:01)
(2007-08-01 14:34:43)
在構思這一篇“股市人生“的時候，我正坐在浦東機場的候機室等待回多倫多的航班。望著那些匆匆的行人，我不禁想起了那句古話：“天下熙熙，皆為利來；天下攘攘，皆為名往”。想想人世間真正能夠做到淡泊名利的又能有多少人？
有不少朋友問我如何做股票，希望我推薦一些書之類的。其實這麽多年來我也一直在思考這個問題：什麽樣的人能夠做好股票？或者說做股[閱讀全文]
有不少朋友問我如何做股票，希望我推薦一些書之類的。其實這麽多年來我也一直在思考這個問題：什麽樣的人能夠做好股票？或者說做股[閱讀全文]
(2007-08-01 14:32:24)
Today’sTransactions:
ClosedGRMNOct0740Callat$49
Reason:GRMNhasahabitofsellingongoodnews.AlthoughIcontinues
toliketogrowthperspectiveofthestock,Ididn\'twanttofightwith
thishistoricalpattern.SojusttakesomeprofitswhilekeepingJan08
50Call.
AddedmoreMSat$64.21
ClosedXHBDec0740Putat$14.50
Reason:Althoughthehousingmarketmightcontinuetostruggle,the
homebuildersectorcan...[閱讀全文]
ClosedGRMNOct0740Callat$49
Reason:GRMNhasahabitofsellingongoodnews.AlthoughIcontinues
toliketogrowthperspectiveofthestock,Ididn\'twanttofightwith
thishistoricalpattern.SojusttakesomeprofitswhilekeepingJan08
50Call.
AddedmoreMSat$64.21
ClosedXHBDec0740Putat$14.50
Reason:Althoughthehousingmarketmightcontinuetostruggle,the
homebuildersectorcan...[閱讀全文]
(2007-07-31 14:55:55)
Today’sTransactions:
Notransactionstoday.
Today’sReturn:-0.86%
Returnsinceinception(June05,2007):13.84%
S&P500ReturnsinceJune05,2007:-5.45%
Leverage:1.49
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
Short:
XHBDec0740Put
[閱讀全文]
Notransactionstoday.
Today’sReturn:-0.86%
Returnsinceinception(June05,2007):13.84%
S&P500ReturnsinceJune05,2007:-5.45%
Leverage:1.49
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
Short:
XHBDec0740Put
[閱讀全文]
(2007-07-30 14:43:20)
Today’sTransactions:
BoughtDRYSat$55.77Stopifthestockclosedbelow$49
Reason:ThisisastockthatIstartedtobuylastJuneat$10.85and
soldoutthelastshareinearlyMaywhenitwastradedataround$41.
ItseemsthatIhavesoldwaytooearlyasBDIindexshowssurprisingly
strength.Withlimiteddryshipssupplyandstrongcommodityprices,I
expectBDIindextostayfortheremainingofthisyearsoitshould
boldwellforDRY...[閱讀全文]
BoughtDRYSat$55.77Stopifthestockclosedbelow$49
Reason:ThisisastockthatIstartedtobuylastJuneat$10.85and
soldoutthelastshareinearlyMaywhenitwastradedataround$41.
ItseemsthatIhavesoldwaytooearlyasBDIindexshowssurprisingly
strength.Withlimiteddryshipssupplyandstrongcommodityprices,I
expectBDIindextostayfortheremainingofthisyearsoitshould
boldwellforDRY...[閱讀全文]
(2007-07-28 07:25:47)
Follow我帖子的人應該知道，我很少對大盤作預測。套用巴非特的一句話，很少有人能夠對短線走勢預測正確。但是，今天看了壇上那麽多人的發言，我想說兩句。
首先，我承認下周一再次出現深幅下探的可能性很大，這也就是為什麽周五我把倉位的Leverage降到今年以來的最低，手持超過30%Cash的原因。
其次，每一個投資者要問一下為什麽會出現上周大跌的情況。華爾街的[閱讀全文]
首先，我承認下周一再次出現深幅下探的可能性很大，這也就是為什麽周五我把倉位的Leverage降到今年以來的最低，手持超過30%Cash的原因。
其次，每一個投資者要問一下為什麽會出現上周大跌的情況。華爾街的[閱讀全文]
(2007-07-27 14:45:55)
Today’sTransactions:
SoldpartofMSat$65.83
Reason:ThereisagoodchancethatthiscomingMondaywillbeextremely
volatileagain.AndcertainlysomeinvestorsmaythinkoftheBlack
Monday20yearsago.Althoughthechanceofsuchaneventisslim,I
wanttotakemorechipsoffthetableandraisecashtowaitformore
goodopportunities.
ClosedSNDAat$27.86
Reason:Thestockwasboughtatawrongtiming.Asitbrokethestop-...[閱讀全文]
SoldpartofMSat$65.83
Reason:ThereisagoodchancethatthiscomingMondaywillbeextremely
volatileagain.AndcertainlysomeinvestorsmaythinkoftheBlack
Monday20yearsago.Althoughthechanceofsuchaneventisslim,I
wanttotakemorechipsoffthetableandraisecashtowaitformore
goodopportunities.
ClosedSNDAat$27.86
Reason:Thestockwasboughtatawrongtiming.Asitbrokethestop-...[閱讀全文]
(2007-07-26 14:38:30)
Today’sTransactions:
ClosedSPWRSep90Putat$23.70
Reason:Thestockisdoingprettywellinabigdownday(indicatingmore
buyingpowerthansellingpower)inspiteofsecondaryoffersand
convertibleoffers.Soclosethepositionandmoveon.
ClosedFROAug55Putat$9.10
Reason:Itisusuallycheapertobuyshort-termoption.However,there
isacostassociatedwiththis.Thatis,yougetlesscycles(oneupand
downiscons...[閱讀全文]
ClosedSPWRSep90Putat$23.70
Reason:Thestockisdoingprettywellinabigdownday(indicatingmore
buyingpowerthansellingpower)inspiteofsecondaryoffersand
convertibleoffers.Soclosethepositionandmoveon.
ClosedFROAug55Putat$9.10
Reason:Itisusuallycheapertobuyshort-termoption.However,there
isacostassociatedwiththis.Thatis,yougetlesscycles(oneupand
downiscons...[閱讀全文]
(2007-07-25 13:27:29)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:3.34%
Returnsinceinception(June05,2007):16.24%
S&P500ReturnsinceJune05,2007:-1.37%
Leverage:1.78
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[閱讀全文]
NoTransactionstoday.
Today’sReturn:3.34%
Returnsinceinception(June05,2007):16.24%
S&P500ReturnsinceJune05,2007:-1.37%
Leverage:1.78
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[閱讀全文]
(2007-07-24 17:12:00)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:-1.36%
Returnsinceinception(June05,2007):12.49%
S&P500ReturnsinceJune05,2007:-1.83%
Leverage:1.81
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[閱讀全文]
NoTransactionstoday.
Today’sReturn:-1.36%
Returnsinceinception(June05,2007):12.49%
S&P500ReturnsinceJune05,2007:-1.83%
Leverage:1.81
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[閱讀全文]
