w***y
发帖数: 2537 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: yutonggu (随风漂泊), 信区: Stock
标 题: 股市太无语；3个月涨45%的神奇Portfolio
发信站: BBS 未名空间站 (Wed Apr 20 00:31:38 2011, 美东)
股市太无语；3个月涨45%的神奇Portfolio
这个google finance protfolio是我几个月前加的watch list（除了veco，其他都大于
3个月）；idea全都是股版看到的。
Buy全是低p/e超跌的股票，short全是高pe超涨股票。
我本人并没有操作这些股，但是从中认识到股市真的不是抄底那么简单。
当然说不定3年后buy list会超过short list，但是不可否定短时间追高的盈利性。
Buy - hide Mkt Cap
RIMM 53.22 -1.61 (-2.94%) 27.88B
AFSI 18.18 -0.17 (-0.93%) 1.08B
CSCO 16.61 -0.12 (-0.72%) 91.82B
VECO 46.51 -0.30 (-0.64%) 1.89B
Short - hide Mkt Cap
BIDU 149.90 +4.01 (2.75%) 52.24B
CRM 130.53 -1.66 (-1.26%) 17.35B
PCLN 525.53 +8.75 (1.69%) 25.83B
GMCR 65.63 +1.47 (2.29%) 9.29B
SINA 142.40 +7.27 (5.38%) 8.67B
三个月
short list 平均涨45.44%
buy list 平均-8.24%
s&p 涨2.39 |
s******r
发帖数: 653 | 2 反向操作蛮准的
【在 w***y 的大作中提到】
: 【 以下文字转载自 Stock 讨论区 】
: 发信人: yutonggu (随风漂泊), 信区: Stock
: 标 题: 股市太无语；3个月涨45%的神奇Portfolio
: 发信站: BBS 未名空间站 (Wed Apr 20 00:31:38 2011, 美东)
: 股市太无语；3个月涨45%的神奇Portfolio
: 这个google finance protfolio是我几个月前加的watch list（除了veco，其他都大于
: 3个月）；idea全都是股版看到的。
: Buy全是低p/e超跌的股票，short全是高pe超涨股票。
: 我本人并没有操作这些股，但是从中认识到股市真的不是抄底那么简单。
: 当然说不定3年后buy list会超过short list，但是不可否定短时间追高的盈利性。
|
w***y
发帖数: 2537 | 3 the point is 牛市要追涨， 别杀跌
【在 s******r 的大作中提到】
: 反向操作蛮准的
|
L*********n
发帖数: 1225 | 4 My IRA seems very lucky and close to 50% return so far this year from my
long term holdings. |
m*********n
发帖数: 6098 | 5 太牛了
能分享一下是什么吗
【在 L*********n 的大作中提到】
: My IRA seems very lucky and close to 50% return so far this year from my
: long term holdings.
|
L*********n
发帖数: 1225 | 6 Just pure lucky and the big bull market so far this year, nothing more.
The return is mainly from my two large holdings: IMOS and SIMO (not a
recommendation for buy/sell but would like to discuss them if you are
interested), which were mentioned in this club before. Another reason is
I did not trade them often in my IRA account and therefore the profits
are on paper only (recently sold some of them to accumulate some cash in
case the market would have a correction). On the other hand, my trading
account has much less return due to the fat finger trading and bought a
bunch of trashes with small quantity like CBEH, NEP, AMES, PMI, etc. Some
of the losers are now in deep water :-(!
【在 m*********n 的大作中提到】
: 太牛了
: 能分享一下是什么吗
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