2024年为改变我的投资习惯提供了机会。我传统上试图购买好股票并持有直到股价有所上涨。但我缺乏足够的资本来执行这一伟大的策略。我计划通过一些期权交易提高我的回报率。我打算将大约85%的资金投资于优质公司,并在期权上投入约5%。我将把加密货币减少到5%,并将5%的资金投入到现金或等价物中,希望能捡到一些便宜货...
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所需的物流规模肯定需要资本,但这种业务利润率低。这一举措更好,并使他们能够利用其他物流系统,随着新系统的出现。
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我还没有做过买入和持有之外的事情。大多数时候凭直觉。在熊市表现不佳。随着对真正交易的熟悉,我将做得更好,而不再只是"投资"。至少我会制定带有止损的退出策略。
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interest rate hikes and inflation will erode any profits being made outside of the deposit base. stock buybacks has reduced the amount of available cash to survive any cost increases. plus flight of depositors to larger banks makes access to the lowest cost products makes the margin squeeze extremely rough. I see a few dozen more failures. predatory behavior by larger banks will let them pick through the failures. probably a few distressed pre-failure mergers also. I...