Even if there is still some money, which one do you add in the face of so many positions? If you are really given a chance to increase your position by a big drop, you can't achieve the purpose of spreading the cost at all with what little money you have left. Don't say it doesn't make sense to reduce the cost of the whole account, even for the stock you added, it doesn't help much.Think about it, at that time, you can get rid of the same workplace as cattle and horses, and get rid of the infinite complexity of life. You don't have to bow to anyone, you don't have to smile, and you can travel around the world and do anything you want with a mobile phone.If you want to control the smoothness of the overall account, the position can be appropriately small, such as a medium position, and some funds can be reserved for better opportunities. In this way, you can attack and defend. You expect to go up, but you are not afraid of going down, because you are still a potential buyer, and you can do it more easily.
Your idea may be, anyway, if the east is not bright and the west is bright, it won't be a loss. If you think about it the other way around, you may feel terrible. It's not dark in the east and dark in the west, and it will always be dark, especially when the market falls.Stock selection is to keep going through the sieve, from big holes to small holes, from coarse mesh to fine mesh, over and over again. Until the finest and highest quality stocks are screened out.In the stock market, many people have greedy ideas. Especially, when their investment logic is not particularly clear, many stocks will be bought if they are grasped correctly. Buying and buying, I found that my position was full, but a single stock only had a little position.
At the late stage of investment, when your understanding of investment and the logic of stock market operation are very clear, you will take the initiative if you are few but fine, and you no longer need to forcibly control your behavior. At that time, you will naturally choose only those pearls in the crown.At the beginning, the granularity research is coarse, it doesn't matter, and it is slowly eliminated. For example, you can screen by industry, then remove some according to business model, and then remove some according to assets and liabilities, etc. In each round of screening, only the best ones are retained and the poor ones are removed.If it seems that there are not so many things you like, only one or two, then just hold these two and never settle for it. Especially when you are particularly optimistic and particularly sure, you can hold these two in a heavy position.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13