昨晚大雪,早上扫完雪回来正好股市开市,TD 跌破52周最低价,大市也跌了不少。TD,RY各买入20万。

正好将持股数凑成大整数(我比较喜欢整数。)

投资组合也少许调整,以后基本上只关注TD, RY,阿里,腾讯,我现在慢慢的更能理解为什么老巴

那么大的资金量依然是高度集中,一鸟在手,胜过百鸟在林,其实做起来真是非常难。

People think focus means saying yes to the thing you've got to focus on. But that's not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I'm actually as proud of the things we haven't done as the things I have done. Innovation is saying no to 1,000 things.” ― Steve Jobs

 

如何面对股市中成千上百的比自己投资的股票更好的“机会“是一个人性的大考验。

 

在一生的投资中,最终决定我们财富结果的,不是“曾经错过多少”,而是“抓住了几次”?对此,你就可以了解为何价值投资者总说“这个我不懂,那个我看不明白”-----能力圈的界定,不是自残,而就是要落实“切实抓住”这个命题,所谓“一鸟在手,胜过百鸟在林”。- 水晶苍蝇拍

TD,RY包括其它类似的股票(比如PH,BABA,腾讯,Appl,Tesla,Starbucks。。。。。。),一年或任何12月时间内的最低价格与之后12-24个月时间内的最高价格都会有20-50%的差价,成长型股票会更大一些,年年如此,今天TD股价在12个月最底点。历史数据统计是简单明了的,但是真刀真枪干起来,就完全是另一会事了。

每个人的投资方式总是要符合个人的特点。我的投资组合的现金流收入可以维持十年或者更长的时间,账面的股价波动不会影响我的日常生活和长远的投资计划。在任何时候,我都是全心全意的坚持投资。

I recommend to all of you exactly the same attitude.

It's kind of a snare and a delusion to outguess macroeconomic cycles...very few people do it successfully and some of them do it by accident. When the game is that tough, why not adopt the other system of swimming as competently as you can and figuring that over a long life you'll have your share of good tides and bad tides?" - 芒格

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