| SF さんのプロフィール阿宝幼儿园フォトブログリスト | ヘルプ |
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阿宝幼儿园如果你感到无聊和被孤立,就请到阿宝幼儿园中班报道 rational is the first important对于投资来说,研究与理性都是相当重要的。
投资前的研究会为投资过程提供一个参考、依据、计划,前处理看似简单,却也不然,因为研究的客观(理性占了很大的比重)在相当程度上决定了研究的深度与方向。研究的结果与事实是否相符取决于个人的修养、知识架构、信息以及一点运气,这些因素都是相当重要的,所以说我们要尽可能贴近事实以及把可能的结果考虑更加周到一些,即使有些因素短时期内难以提高。独立与客观是相当重要的,rational is the first important。因为不客观,骖杂先入之见无论对于投资以及生活,都很容易致命。一而再的丧失机会和一而再的犯错,都是不允许的。
投资之中的维护,更体现rational之重要。我在反思大多数情况下,研究是很正确的,然而具体的操作容易受到短期波动和干扰的影响从而偏离开始的意图,那种暂时的判断往往靠不住脚,有时还会使路线远离航线。价值投资者的很多理念我不赞同,然而其恪守纪律的作风令我感悟很深。如果抛开分钟K线、日K线不看,相信价值投资者能有更大的收益。但价值投资者确实需要趋势投资者的一点点灵感,看大转折、看大拐点,然后再配以极少的换手率。这一点的运用上,今年投资杠杆性的real estate无疑是一个很好的例子。
Life lacks real spur ——demned financial malstormWhat is most necessities today? I have, and cannot spring a good answer. My previous days are haunted with all kinds of test. Later on, we may be startled by our ignorance, unconscion, greedy, sloth, liberty... World is always changing. A mountain is hard to derivate a range. Even though we are not so young, we still have more than half a life. The greatest angor belies you, mechanical routine trapping you too early. So we always have to try the most perilous game way to furbish the dim day. It's time to assimilate some A shares into asset portfolioHard to estimate when the ture bottom is formed, it is relatively easy to judge some certain lower-evalued section. The realistic process of operation will be determinde by the instant market conditions. Notwithstanding, the short-term buy or short is still necessary. My foundation is to bet the policy change after the summer olympic game. It is time to buy the companies in utilites section, with a lower PE ratio. Also, emphasize on the sections having a tighter relation with the possibly flexibility of interest rate and credit. Another factor worth mentioning is the implied high bond return rate, indicating the quantative parameters. Some good memoriesToday I arranged my thu email box.Some letters reminded me of interesting stories of the past.The two years thu life is short and never boring to look back.Some letters are about the communication of the math modeling competition and some from the graduate associate.I almost lost the contact with every one and even forgot their names.I was not good to express leadership and always tended to play jokes.Some letters were from my tutor.He is so great while that time I didn't follow him very much and usually got critism. In all,it's funny.Time can never go back.
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