Today’sTransaction:
NoTransactionToday.
Today’sReturn:2.70%
Returnsinceinception(June05,2007):5.16%
S&P500ReturnsinceJune05,2007:-1.53%
Leverage:1.83
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
DWA
MSJuly60Call
FCX
CROXJan0840Call
UTSIJan0910Call
WMTDec0740Call
MS
Short:
XHBDec0740Put
UPLSep0780Put
XLUS...[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
(2007-06-13 14:53:29)
(2007-06-12 14:49:50)
Today’sTransaction:
WriteOffCALJune0740Callasitisessentiallyworthless.
BoughtmoreMSsharesat$88.80.
Reason:BrokerageearningsshouldcontinuetobestronggiventhestrongM&Aenvironment;inaddition,MSshouldbenefitfromitsspin-offofDiscoverycreditcardbusinesswhichisscheduledtohappeninthenextfewmonths.
Today’sReturn:-0.30%
Returnsinceinception(June05,2007):2.46%
S&P500ReturnsinceJune05...[閱讀全文]
WriteOffCALJune0740Callasitisessentiallyworthless.
BoughtmoreMSsharesat$88.80.
Reason:BrokerageearningsshouldcontinuetobestronggiventhestrongM&Aenvironment;inaddition,MSshouldbenefitfromitsspin-offofDiscoverycreditcardbusinesswhichisscheduledtohappeninthenextfewmonths.
Today’sReturn:-0.30%
Returnsinceinception(June05,2007):2.46%
S&P500ReturnsinceJune05...[閱讀全文]
(2007-06-11 14:52:27)
Today’sTransaction:
NoTransactiontoday.
Today’sReturn:3.05%
Returnsinceinception(June05,2007):2.76%
S&P500ReturnsinceJune05,2007:-1.95%
Leverage:1.91
Mypositions:
Long:
CALJune0740Call
GRMNOct0740Call
GRMNJan0850Call
PG
DWA
MSJuly60Call
FCX
CROXJan0840Call
UTSIJan0910Call
WMTDec0740Call
Short:
XHBDec0740Put
UPLS...[閱讀全文]
(2007-06-08 14:51:54)
Today’sTransaction:
NoTransactiontoday.
Today’sReturn:1.75%
Returnsinceinception(June05,2007):-0.29%
S&P500ReturnsinceJune05,2007:-2.05%
Leverage:1.91
Mypositions:
Long:
CALJune0740Call
GRMNOct0740Call
GRMNJan0850Call
PG
DWA
MSJuly60Call
FCX
CROXJan0840Call
UTSIJan0910Call
WMTDec0740Call
Short:
XHBDec0740Put
UPLSep07...[閱讀全文]
NoTransactiontoday.
Today’sReturn:1.75%
Returnsinceinception(June05,2007):-0.29%
S&P500ReturnsinceJune05,2007:-2.05%
Leverage:1.91
Mypositions:
Long:
CALJune0740Call
GRMNOct0740Call
GRMNJan0850Call
PG
DWA
MSJuly60Call
FCX
CROXJan0840Call
UTSIJan0910Call
WMTDec0740Call
Short:
XHBDec0740Put
UPLSep07...[閱讀全文]
(2007-06-07 15:33:25)
Today\'sTransaction:
ClosedpositioninLCCat$30.30asitbreachedthestoplossof$32
BoughtWMTDec0740Callat11.1stopwhenitisclosedbelow$47
Reason:WMThasbeeninaverynarrowtradingrangeformorethan5years.Withreasonablevaluationandrecentlyannouncedbigbuyback,thestockmighthaveachancetobreaktheband.Willaddmoreifitbreaksthe52-weekhigh.
Today’sReturn:-1.57%
Returnsinceinception(June05,2007):-2.0...[閱讀全文]
ClosedpositioninLCCat$30.30asitbreachedthestoplossof$32
BoughtWMTDec0740Callat11.1stopwhenitisclosedbelow$47
Reason:WMThasbeeninaverynarrowtradingrangeformorethan5years.Withreasonablevaluationandrecentlyannouncedbigbuyback,thestockmighthaveachancetobreaktheband.Willaddmoreifitbreaksthe52-weekhigh.
Today’sReturn:-1.57%
Returnsinceinception(June05,2007):-2.0...[閱讀全文]
(2007-06-06 18:50:40)
一個Trade就好比一個訂單。可能賺多賺少也可能賠多賠少。要完成一個單子時間可能要幾天也有可能要幾個月，做股票也是一樣，要給手上的股票足夠時間去表現，而不要急於求成。生意有時好做有時難做，股票也是一樣。關鍵要懂得控製風險才能在市場中做常青樹。。。做股票7分在於控製風險，2分在於市場感覺，1分在於運氣。運氣是不能控製的，但風險在於個人了。[閱讀全文]
(2007-06-06 18:41:02)
在這一輪回調中不跌反升的股票，比如中興通訊，威孚高科等。這類股票沒有套牢盤，上漲壓力要小得多。
聲明：本人持有中興通訊。[閱讀全文]
聲明：本人持有中興通訊。[閱讀全文]
(2007-06-06 16:18:25)
Today’sTransaction:
NoTransactiontoday.
Today’sReturn:-0.10%
Returnsinceinception(June05,2007):-0.47%
S&P500ReturnsinceJune05,2007:-1.42%
Leverage:1.97
Mypositions:
Long:
CALJune0740Call
GRMNOct0740Call
GRMNJan0850Call
PG
DWA
MSJuly60Call
FCX
LCC
CROXJan0840Call
UTSIJan0910Call
Short:
XHBDec0740Put
UPLSep0780Put...[閱讀全文]
(2007-06-05 17:51:42)
今晚很重要。如果能夠量價配合得當，再收一根中陽，則有望重新測試前期高點。否則可能會去3000點去尋找支撐。
現在討論國內股市有沒有投資價值已經沒有多大意義了。關鍵看場外資金會不會被前一周大幅下調嚇跑。泡沫會不會現在就破還很難說。當年Nasdaq泡沫破的時候市盈率已經達到135倍，台灣89年泡沫破的時候市盈率也在100倍以上。相比之下國內現在40倍左右的靜態[閱讀全文]
現在討論國內股市有沒有投資價值已經沒有多大意義了。關鍵看場外資金會不會被前一周大幅下調嚇跑。泡沫會不會現在就破還很難說。當年Nasdaq泡沫破的時候市盈率已經達到135倍，台灣89年泡沫破的時候市盈率也在100倍以上。相比之下國內現在40倍左右的靜態[閱讀全文]
(2007-06-05 16:49:51)
從2003年第一次來大千，到現在也差不多快4年了，在這裏向大千的兄弟姐妹抱拳了！大千高手如雲，小弟一直不敢冒頭怕被眾大俠拍磚。今天就臉皮厚一點來冒個泡，如果磚頭太多我就繼續回去潛水。
我登貼講究一個真字，因此所有交易和倉位都是真實的。每筆交易我會寫下原因。另外每個新倉位我都會注明止損位。另外我也做Option,但我隻用Option作中長線（1個月以上）和[閱讀全文]
我登貼講究一個真字，因此所有交易和倉位都是真實的。每筆交易我會寫下原因。另外每個新倉位我都會注明止損位。另外我也做Option,但我隻用Option作中長線（1個月以上）和[閱讀全文]
