james123
2021-02-06
这篇文章不错,转发给大家看
@启程巴芒阁:
老虎证券-人生第一支4倍股
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启程巴芒阁
2021-02-06
启程巴芒阁
多谢转发
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src=\"https://static.tigerbbs.com/7429cb1d1d5b558f35bf07375fdfb0ee\"></p><h2><strong>买入阶段</strong></h2><p>我是2020年9月份买入,可以看我周总结,当时也没有太深入研究,也就花了顶多半天时间,看了看财报,创始人的信息,做了一个简单的估值。而且我都没有横向去比较,后来才知道互联网券商做美股港股的,富途才是老大。我用的是老虎,只是从一个客户的角度觉得老虎的体验很不错,当时市值才5亿美金,太便宜了。这种小盘股是我们这种业余投资者应该多关注的。</p><p>买入量太少,不知道应该算一个正确的决定,还是错误的一个决定。</p><p>因为当时新能源正热,关注点都在新能源上,尤其是特斯拉,蔚来上,看着这两支股天天涨,而且从最低点上涨了好多倍。就拿蔚来来说吧,我关注的时候在7块左右,当时已经从2块上涨到7块,感觉市场疯了。但后来从7块上涨到14,市场真的疯了,一个下跌到11,在这点位,我考虑过上车,但种种原因没有买入。蔚来现在涨到60,回过头来看,当时是一个很好的买点,但站在当时的位置,买入是一个高风险高收益的事。</p><p>当时买老虎,就是一个玩的心态,因为不是我重点布局的行业,也不是行业老大,也没有特别大的护城河。当看到了,觉得低估了,就买了一点。就好像一般人家里养兔子,就觉得兔子挺可爱的,买了两只,没有想着指望这只兔子能发家致富。</p><p>这个结果我是没有预料到的,尤其是在这么短的时间内,不到半年上涨400%,我预测最多一年内上涨1倍吧。</p><h2><strong>持有阶段</strong></h2><p>因为买的少,所以无论涨跌多少,对我实质的影响都不大。</p><p>买入后,最低到4块多,下跌也有20%+,最高也有到7.5块,上涨50%。</p><p>我是任凭市场先生怎么出价,我就是不卖。</p><p>到现在已经上涨400%了。</p><p><strong>后悔了,当初买的太少了。</strong></p><h2><strong>终极思考</strong></h2><p>但如果我建仓后,不断加仓,老虎变成我的重仓股,我还能这么坦然的持有到现在吗?</p><p>我会不会在上涨100%,上涨200%,上涨300%的时候就卖出了呢?</p><h2>总结</h2><p>在这支4倍股上,我做对了哪些呢,做错了哪些呢?</p><p>做对的地方:1 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src=\"https://static.tigerbbs.com/7429cb1d1d5b558f35bf07375fdfb0ee\"></p><h2><strong>买入阶段</strong></h2><p>我是2020年9月份买入,可以看我周总结,当时也没有太深入研究,也就花了顶多半天时间,看了看财报,创始人的信息,做了一个简单的估值。而且我都没有横向去比较,后来才知道互联网券商做美股港股的,富途才是老大。我用的是老虎,只是从一个客户的角度觉得老虎的体验很不错,当时市值才5亿美金,太便宜了。这种小盘股是我们这种业余投资者应该多关注的。</p><p>买入量太少,不知道应该算一个正确的决定,还是错误的一个决定。</p><p>因为当时新能源正热,关注点都在新能源上,尤其是特斯拉,蔚来上,看着这两支股天天涨,而且从最低点上涨了好多倍。就拿蔚来来说吧,我关注的时候在7块左右,当时已经从2块上涨到7块,感觉市场疯了。但后来从7块上涨到14,市场真的疯了,一个下跌到11,在这点位,我考虑过上车,但种种原因没有买入。蔚来现在涨到60,回过头来看,当时是一个很好的买点,但站在当时的位置,买入是一个高风险高收益的事。</p><p>当时买老虎,就是一个玩的心态,因为不是我重点布局的行业,也不是行业老大,也没有特别大的护城河。当看到了,觉得低估了,就买了一点。就好像一般人家里养兔子,就觉得兔子挺可爱的,买了两只,没有想着指望这只兔子能发家致富。</p><p>这个结果我是没有预料到的,尤其是在这么短的时间内,不到半年上涨400%,我预测最多一年内上涨1倍吧。</p><h2><strong>持有阶段</strong></h2><p>因为买的少,所以无论涨跌多少,对我实质的影响都不大。</p><p>买入后,最低到4块多,下跌也有20%+,最高也有到7.5块,上涨50%。</p><p>我是任凭市场先生怎么出价,我就是不卖。</p><p>到现在已经上涨400%了。</p><p><strong>后悔了,当初买的太少了。</strong></p><h2><strong>终极思考</strong></h2><p>但如果我建仓后,不断加仓,老虎变成我的重仓股,我还能这么坦然的持有到现在吗?</p><p>我会不会在上涨100%,上涨200%,上涨300%的时候就卖出了呢?</p><h2>总结</h2><p>在这支4倍股上,我做对了哪些呢,做错了哪些呢?</p><p>做对的地方:1 选择的是一家好公司(初创+高增长),2 买入的价格低于内在价值 ,3 长期持有</p><p>做错的地方:1 买入的份额太少</p><h2>微信公众号:启程资本</h2><p><a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> </p><p><br></p><p><br></p></body></html>","text":"人生第一支4倍股 1月份的这一波上涨,让老虎证券成为我持股中涨幅最大的,2月4日曾经达到430%,也是我做投资以来,收获的第一支4倍股,而且完全预料之外。 买入阶段 我是2020年9月份买入,可以看我周总结,当时也没有太深入研究,也就花了顶多半天时间,看了看财报,创始人的信息,做了一个简单的估值。而且我都没有横向去比较,后来才知道互联网券商做美股港股的,富途才是老大。我用的是老虎,只是从一个客户的角度觉得老虎的体验很不错,当时市值才5亿美金,太便宜了。这种小盘股是我们这种业余投资者应该多关注的。 买入量太少,不知道应该算一个正确的决定,还是错误的一个决定。 因为当时新能源正热,关注点都在新能源上,尤其是特斯拉,蔚来上,看着这两支股天天涨,而且从最低点上涨了好多倍。就拿蔚来来说吧,我关注的时候在7块左右,当时已经从2块上涨到7块,感觉市场疯了。但后来从7块上涨到14,市场真的疯了,一个下跌到11,在这点位,我考虑过上车,但种种原因没有买入。蔚来现在涨到60,回过头来看,当时是一个很好的买点,但站在当时的位置,买入是一个高风险高收益的事。 当时买老虎,就是一个玩的心态,因为不是我重点布局的行业,也不是行业老大,也没有特别大的护城河。当看到了,觉得低估了,就买了一点。就好像一般人家里养兔子,就觉得兔子挺可爱的,买了两只,没有想着指望这只兔子能发家致富。 这个结果我是没有预料到的,尤其是在这么短的时间内,不到半年上涨400%,我预测最多一年内上涨1倍吧。 持有阶段 因为买的少,所以无论涨跌多少,对我实质的影响都不大。 买入后,最低到4块多,下跌也有20%+,最高也有到7.5块,上涨50%。 我是任凭市场先生怎么出价,我就是不卖。 到现在已经上涨400%了。 后悔了,当初买的太少了。 终极思考 但如果我建仓后,不断加仓,老虎变成我的重仓股,我还能这么坦然的持有到现在吗? 我会不会在上涨100%,上涨200%,上涨300%的时候就卖出了呢? 总结 在这支4倍股上,我做对了哪些呢,做错了哪些呢? 做对的地方:1 选择的是一家好公司(初创+高增长),2 买入的价格低于内在价值 ,3 长期持有 做错的地方:1 买入的份额太少 微信公众号:启程资本 $老虎证券(TIGR)$ $富途控股(FUTU)$ 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