我認為採取長期投資的最佳方法是通過被動解決方案。作為個人,我們無法長期跟踪個別證券的不斷演變的市場和故事。因此,長遠來看,我們可能會比較廣泛的市場表現,儘管在短期內我們可能會優於。最好堅持核心投資組合的市場 Beta
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going against the regulatory environment in China this year was a bad call. as they say, understanding regulations is the most important part of investing in China, and I failed to read the tea leaves this year. hopefully 2022 will be a better year for China as the government pivots away from tightening.
I think that we are currently still in a bill market and can expect the S&P500 to continue trending higher in 2022. Growth continues to recover to trend levels as we come out of the pandemic. Inflation is a worry, but companies still have strong pricing power and can protect margins.
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Find liquid markets and a comfortable timing to trade. identify chart patterns that you can consistently spot and trade based on these. take advantage of price volatility. most importantly, be disciplined in setting take profit and stop less levels - this is the most important point! holding a position for too long is a bad decision!
BNPL is nothing new, its just a new method of extending consumer credit. But there are things that we can take away from BNPL and apply into investing.
1. Credit is neither good nor bad, ultimately it depends on how credit is used. This applies both to our retail purchases and our investing purchases. Too much of any single thing will become a bad thing.
2. Don’t take on more credit than you can handle! Stick to leverage rules of thumbs.
1. Credit is neither good nor bad, ultimately it depends on how credit is used. This applies both to our retail purchases and our investing purchases. Too much of any single thing will become a bad thing.
2. Don’t take on more credit than you can handle! Stick to leverage rules of thumbs.
I think leverage can be used to amplify gains if used in a controlled way. Its no secret that many hedge funds do leveraged trading, so leverage can definitely be managed. i think the key is risk management, not to maximize the leverage you take and keep it at a comfortable level. would not go beyond 30% leverage!
I love it, ARKK and Cathie Wood’s foresight. but ARKG is still lagging and i think this will see an even bigger rebound!