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小博啊
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刚才有个叔叔问我啊
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还要怎么样规避掉一个心理哈
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就越跌越想卖
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越涨越想买啊
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比如说美股连着跌了一个多月
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本来砸出黄金坑啊
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我都给他们说
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这已经是低谷了
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但他们呢不敢加仓
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结果这三天把跌的全涨回来了
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他们在后悔的拍大拍大腿
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你知道怎么样规避这个心理吗
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反着来就好了
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跌的时候就买嗯
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涨成涨完就是涨了1万块钱就卖回去
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嘿嘿嘿
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但是你说的很简单呀
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但你知道怎么样具体的量化这个指标吗
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就看如果那个本来只能赚5000
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你就卖掉
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赚了1万也不要去再去买了
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再去买
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就把你的5000块也颠没了
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嘿嘿嘿嘿
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不要贪心是吧对呀
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但是呢投资啊还有一个标准
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比如说你知道我怎么做的吗
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你就是贪心把钱玩到最大
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我是怎么做的
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我跟你讲哈
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首先第一个呢我先做估值
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就我首先看这个企业该值多少钱
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然后呢在他的安全面以内啊
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越跌呢越加仓
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但怎么样规避加过头呢
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就是你先设置一个仓位
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比如说诶我就打算给他10%
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然后呢在跌的过程里面慢慢加哎
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加到七成仓位
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就熬着等着就可以了
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然后第二个呢就是你还可以用期权策略
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这是美股啊
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比A股一个优势的地方有工具啊
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比如说你跌的过程里面啊
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如果说不是大跌啊
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它可能还会下跌
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但你通过卖put呢
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哎可以降低你的成本
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然后你在大涨的过程里面呢
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你觉得涨多了
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你可以卖靠
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是可以降低你的仓位
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然后这个方式呢可以让你的进骨弓退和守对吧
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你的仓位很合理
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其实还有一点你知道是什么吗
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就是为什么这个情绪会失控啊
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就他没有锚点
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什么叫锚点呢
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就是你的精力啊一定要放在业绩上
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放在基本面上
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而不要盯着股价
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京东股价
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你觉得公司还会改变吗
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不会对呀
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一个公司它的商业模式形成啊
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做了几十年啊
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你短期看他天天股价波动
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实际上没有用的
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对不对
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所以巴菲特说的啊
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这个股票呢短期啊是投票期
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长期啊是称重机是吧
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你只要是知道这个企业的价值
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你是不是应该越跌越开心呀
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对呀对吧
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你原来是吧
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比如说原来你有100万啊
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一股是100块
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你只能买1万股
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现在跌到50了
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你可以买2万股
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那你是不是持有的股份更多了呀
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那你万一跌的时候
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那永远也不涨
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光跌呢
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那你就选公司要选对哦
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所以说买公司的时候
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第一你要看商业模式啊
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第二个呢你要看价格是不是合理啊
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是不是在安全比以内啊
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第三个呢你还得看公司有没有股东意识啊
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有没有股东回报啊
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是不是愿意给股东分钱啊
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嗯你要符合这个条件
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你才能买
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如果不符合
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你不碰它不就完了嘛
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对不对
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所以投资啊
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我跟你讲啊
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你要是想学习
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这是安全边际是吧
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学习哎不要受受到影响
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你可以看看价值投资的鼻祖叫格雷厄姆
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他就是巴菲特的老师
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就是安全边际的创始人好不好
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要不要看一看嗯