几天前注意到LDK这个股票,当时价格在55-60之间,还有AR问题没有解决,和Q-Cell的大合同刚刚宣布.读了一些介绍,感觉AR应该没有问题,就买进了一些股票.
AR结果出来了,股票跳升,探了一次历史最高点75,非常快就下来了.
然后就是等待星期三的ER.以前赌过ER,吃过亏,这次呢忘了教训.主要原因在于,看多了yahoo message board 上的讨论,过于乐观,打算用3/4的仓位赌一吧.即使在周三收盘前大跌的情况下,也没有改变主意,在66上出了1/4的仓.
周四一大早送朋友去机场,回来还继续wishful thinking.结果一天都是往下跌.这里又犯了错误,就是该cut loss,但我做的刚刚相反,到了49的时候,还double了仓位,企图average down!结果当然很惨,收盘时终于无法忍受,全部割掉.
总结一下教训:
1,一定要有一个想好的stop loss 位置,并坚决执行它.
2,wishful thinking 害死人,一定要独立思考,考虑到各种情况,而不是头脑发热!发现自己头脑发热的时候,跑!
3,现在情况明了了,就是大庄家要救自己写出去的calls.在股票市场上,拳头大的说了算.尤其是ldk这种新股票,没有大资金的支撑,大庄家想干什么干什么!散户随多,但没有力量,被庄家肆意攻击.所以,在炒股时,最重要的判断庄家的意图,判断清楚前,不要行动.
有一个收获是发现了一个高手:"秋之皓月",他的博克地址在 http://qiuzhihaoyue.blogspot.com/
他的炒股经验如下:
BE PATIENT!!
0) over-allocation is a killer, when you want to add to a losing position
, think about AMZN to make sure you have good reason for that.
0) trade is about avoiding mistakes than making profits.
0)no open new position AH, close position is fine.
1) before you initiate a trade, write down the reasons for that.
2) no panic any time.
3) stick to limit, cut loss early.
4) stick to the plan that you have thought over.
8) hold on to your position, don't rush to jump from one to another.
9) don't short stock whose market cap is under 3B and volume is less than 3M.
10) don't let one bad trade affect other trades.
14) when you take a hedged position, don't rush to close positions on one
side.
15) usually don't play earnings, not even think about it, if play has to use
OPTION.
16) taking profit, don't hold any position until you have clear conviction
about where market is going.
17) never allocate more than 25% for initial trade, if add, no more than 50%
, newly added shares have
to be cleared quickly if it still doesn't go your way. IF YOU GAMBLE WITH
EVERYTHING YOU HAVE,
EVENTUALY YOU'LL END UP WITH LOSING EVERYTHING.
19) keep a cool head in case of unexpected catastrophe.
20) Never short good stock, never short strong stocks.
21) NEVER short on new HIGH day, only consider when it starts to go down.
22) first consider buy puts when you want to short stock, if you short stock
, always thinking about buy
some calls for protection, this may not apply to ETFs.
24) cut loss if you lose more than 8%, no compromise, put a stop order
whenever you make one trade.
