約今年下半年開始,再沒日日記低持股收市價,所以今年好大機會找不回回報率,哈哈,只大約有印象11月底比10底組合大約上升了4%
少時十分喜歡看金庸小說,當中最喜歡看笑傲江湖,其中一劍法獨孤九劍頗深刻
風清揚對令狐沖所說的:「你倒也不可妄自菲薄,獨孤大俠是絕頂聰明之人,學他的劍法,要旨在一個『悟』字,決不在死記硬記。等到通曉了這九劍的劍意,則無所施而不可,便是將全部變化盡數忘記,也不相干,臨敵之際,更是忘記得越乾淨徹底,越不受原來劍法的拘束。
其實投資亦然,硬用一套投資方式套在自己身上,其實效果大多不會太好,因為受太多拘束。現時投資市場變化蒂千,無論政治、經濟、利率面都是不斷變化。重要是『悟』投資之道,臨陣之變化,不是拘泥於某一法門,最基本如PE/PB一定多少才作買賣,或只投某些行業公司,正如股神都會買蘋果和亞馬遜之股票
重劍無鋒,大巧不工,是之前我曾拿來形容投資之法的題目,如果大道至簡已是高手之境。在神鵰俠侶一書,劍冢中有些文字其中一段:四十歲後,不滯於物,草木竹石均可為劍。自此精修,漸進於無劍勝有劍之境。
其實前面還有兩句,大家有興趣可翻書看看,投資博大精深,不過精通劍意而不是劍招,將自己優勢練最好,臨投資市場之變化,無劍勝有劍亦能笑傲股票市場之中。
謝謝大家支持,大家點點讚,我獲賞,哈。
只要有衣有食,就當知足。
錢永賺不盡,有餘幫助有需要的人,
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I still believe long run investment, ... but long run investments are not just buy & hold, ... it should be subject to "stocks switching"!
回覆刪除Good Luck!
^_^
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