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29 Aug 2021 - 我在投資路上的點滴,一步一腳印!

在公布推出基金,投資事業達到另一個里程碑之際,趁機回顧一下自己在投資路上的點滴,也可算是一步一腳印,希望未來可以繼續進步!現在我是中原資產管理的聯席投資總監(Co-CIO),同時也是基金經理,請大家多多指教! #我的投資CV 1995年 開始看財經新聞 (香港經濟日報) 1995...

Wednesday, June 27, 2007

27 Jun 2006 - 忍!

(現在大家可登入 www.redmonkey.hk 便可瀏覽「紅猴股評」)

2006年1月至2007年5月瀏覽人次:超過202,000
2006年1月至2007年5月瀏覽頁數:超過318,000
2005年12月14日成立之投資組合至今回報107.38%

按此重温TVB「財經透視」「財經網誌」報導(2007年3月)


投票選舉有獎抽,有最新手電、PMP、相機、遊戲機等
支持「紅猴股評」,請盡快參與(詳情按此)


國企上午大跌,有些股如天津港(3382)跌破筆者此蝕位,但筆者不似以前機動式將這些股票沽出,反而選擇了「忍」,如天津港(3382),看圖見其跌至50天平均線有支持,反而即將此蝕位下調至50天平均線低少許;結果忍,忍,忍,忍到臨收市國企反彈,一隻也沒沽出!

筆者有此轉變,主因近期連續看到兩報導,提到止蝕應是一種態度,發人心醒,反醒下發覺以前止蝕過於機動,錯失了一些賺錢機會,嘗試將止賺止蝕由機動變成態度,未來望能取得更佳回報!

(按一下下圖可放大)


(Contact: redmonkey@redmonkey.hk)

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6 comments:

Anonymous said...

唔多明白樓主今天所說的止蝕理論,但如樓主所講的事我也經歷過很多次,到止蝕位後沽出,有時候不到一天就後悔了,止蝕不是,不止蝕又不是,如何是好?

Anonymous said...

Michael

If you adopt this practice, some people can suspect that you will mark your return up by this. The stock reached the cut-loss point and then you said you did not sell it by your subject judgeement and luckily the stock rose back.

Then, your cut-loss point is superficial only. It also shows taht your cut-loss point is not accurate.

I think it is not related to the cheating but some ppls may think that the cut-loss point is merely a nothing.

For me, I will cut loss or gain if it reached the point. After I cut loss, the stocks rose sharply. You can only criticize yourself your skills of setting cut-loss price is not strong enough.

Therefore, I cut gain for my stocks yesterday and it may rise back today.

At least, there is no regret. Hope to discuss.

Calvin

紅猴 said...

ziv and Calvin,

Will reply your enquiry during weekends. Thanks.

Redmonkey

Anonymous said...

Hi all

I agree with Calvin, setting cut loss is an "art" in stock trading. The good / bad for a cut loss point should be a mixture of attitude, skills and dynamic. I believe attitude should be placed the 1st and no matter how the world has changed, attitude should not !

Some guys' saying "到止蝕位後沽出,有時候不到一天就反彈了,止蝕不是,不止蝕又不是" is a good attitude but lack of reasonable skills ( please don't mind, I also always face this problem). Cutting loss is always better than inaction of price drop. After we have accumulated enough knowledge and experience, this will not be a problem.

For redmonkey, I think you have the attitude, the skills but you lack of the time to run with the rapid changing trading enviroment like now. I observe that you set your cut loss point when you bought a stock but you seldom change it. So it's the fact that after 1 week or 2 weeks or even longer, your cut loss point is no longer powerful as it becomes meaningless with the supporting region, moving averages(10 , 20 , 50 days), restriction line, etc. In a massive moving period like now, if your don't always update your cut loss points, you will always encount this problem >>>> "國企上午大跌,有些股如天津港(3382)跌破筆者此蝕位,但筆者不似以前機動式將這些股票沽出,反而選擇了「忍」,如天津港(3382),看圖見其跌至50天平均線有支持,反而即將此蝕位下調至50天平均線低少許;結果忍,忍,忍,忍到臨收市國企反彈,一隻也沒沽出!" Hold on should be an extraordinary action to carry out, I think if you want to solve this situation, you should use every weekend to review your portfolio once.

But if you want to use passive management, you may merely use the 100 days line( 50 days line is too easy to break in this 大時代) to set it as this line will not change fast.

Little advice from
Timmy

Anonymous said...

講開又講

之前你講過 "小量買入1800志在買吓貨,筆者若有時間鑽研,才有信心大量投資。"
今期你一買 2000 股算是大量投資嗎?
你呢期有少少黑仔,我怕你會搭沈我隻愛船wor :p

Timmy

紅猴 said...

Timmy,

Thanks for your viewpoints. Actually, I always keep on changeing my cut-gain / cut-loss price in my portfolio to reflect changing environment. The problem maybe due to setting incorrect cut-gain / cut-loss price.

But don't use "luck" as an excuse for winning or losing in the stock market.

If I buy a stock and at last it turns to be a loss or sell a stock before it surges, the only reason should be wrong decision making at first!

Redmonkey