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Blackgarlic
2021-10-11
$AMC Entertainment(AMC)$
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Blackgarlic
2021-09-11
$Li Auto(LI)$
m
Blackgarlic
2021-09-06
$Uber(UBER)$
be strong
Blackgarlic
2021-08-28
Yhanks
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Blackgarlic
2021-08-24
Thanks
@韭菜投资学:大跌之后,有了点新想法
Blackgarlic
2021-08-23
Oversold, time to buy
Blackgarlic
2021-08-14
Great
Blackgarlic
2021-08-02
💪🏻
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Blackgarlic
2021-08-02
Great
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Blackgarlic
2021-08-02
Great
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Blackgarlic
2021-08-01
加油
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Blackgarlic
2021-07-28
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Blackgarlic
2021-07-28
$XIAOMI-W(01810)$
up
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2021-07-28
Great
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Blackgarlic
2021-07-28
Thanks
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Blackgarlic
2021-07-27
Great
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Blackgarlic
2021-07-26
Like
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Blackgarlic
2021-07-26
Good
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Blackgarlic
2021-07-26
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2021-07-24
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我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 每年年初,都这么选出两个组合,然后以5年为期限,观察5年后它们的收益表现。 我先贴结果,追成长组合表现如下表。说下这个表怎么看,以第一行2012年为例,意思就是2012年初买入当时选出的追成长组合,持有5年,组合内股票的平均涨幅、中位数涨幅是多少,我还列了同期沪深300指数的涨幅作为参考。初始PE中位数,是买入组合时成分股PE的中位数,5年后PE中位数就是5年后的。第二行2013年,就是2013年初选出组合买入持有5年的情况,后面以此类推,只做到2016年,是因为2017年再买的话,到现在满不了5年。 接下来是捡便宜组合的表现: 我说下结论和分析: 1. 无论是追成长组合,还是捡便宜组合,也无论从哪一年开始买,持有5年后,平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅,就是把组合内所有股票的涨幅做算数平均,就相当于一开始每个股票都买了相同金额,最后获得的收益率。而中位数","listText":"今天股市大跌,我一边吃面,一边做了个数据分析,发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 每年年初,都这么选出两个组合,然后以5年为期限,观察5年后它们的收益表现。 我先贴结果,追成长组合表现如下表。说下这个表怎么看,以第一行2012年为例,意思就是2012年初买入当时选出的追成长组合,持有5年,组合内股票的平均涨幅、中位数涨幅是多少,我还列了同期沪深300指数的涨幅作为参考。初始PE中位数,是买入组合时成分股PE的中位数,5年后PE中位数就是5年后的。第二行2013年,就是2013年初选出组合买入持有5年的情况,后面以此类推,只做到2016年,是因为2017年再买的话,到现在满不了5年。 接下来是捡便宜组合的表现: 我说下结论和分析: 1. 无论是追成长组合,还是捡便宜组合,也无论从哪一年开始买,持有5年后,平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅,就是把组合内所有股票的涨幅做算数平均,就相当于一开始每个股票都买了相同金额,最后获得的收益率。而中位数","text":"今天股市大跌,我一边吃面,一边做了个数据分析,发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 每年年初,都这么选出两个组合,然后以5年为期限,观察5年后它们的收益表现。 我先贴结果,追成长组合表现如下表。说下这个表怎么看,以第一行2012年为例,意思就是2012年初买入当时选出的追成长组合,持有5年,组合内股票的平均涨幅、中位数涨幅是多少,我还列了同期沪深300指数的涨幅作为参考。初始PE中位数,是买入组合时成分股PE的中位数,5年后PE中位数就是5年后的。第二行2013年,就是2013年初选出组合买入持有5年的情况,后面以此类推,只做到2016年,是因为2017年再买的话,到现在满不了5年。 接下来是捡便宜组合的表现: 我说下结论和分析: 1. 无论是追成长组合,还是捡便宜组合,也无论从哪一年开始买,持有5年后,平均涨幅都好于中位数涨幅。 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我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 每年年初,都这么选出两个组合,然后以5年为期限,观察5年后它们的收益表现。 我先贴结果,追成长组合表现如下表。说下这个表怎么看,以第一行2012年为例,意思就是2012年初买入当时选出的追成长组合,持有5年,组合内股票的平均涨幅、中位数涨幅是多少,我还列了同期沪深300指数的涨幅作为参考。初始PE中位数,是买入组合时成分股PE的中位数,5年后PE中位数就是5年后的。第二行2013年,就是2013年初选出组合买入持有5年的情况,后面以此类推,只做到2016年,是因为2017年再买的话,到现在满不了5年。 接下来是捡便宜组合的表现: 我说下结论和分析: 1. 无论是追成长组合,还是捡便宜组合,也无论从哪一年开始买,持有5年后,平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅,就是把组合内所有股票的涨幅做算数平均,就相当于一开始每个股票都买了相同金额,最后获得的收益率。而中位数","listText":"今天股市大跌,我一边吃面,一边做了个数据分析,发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 每年年初,都这么选出两个组合,然后以5年为期限,观察5年后它们的收益表现。 我先贴结果,追成长组合表现如下表。说下这个表怎么看,以第一行2012年为例,意思就是2012年初买入当时选出的追成长组合,持有5年,组合内股票的平均涨幅、中位数涨幅是多少,我还列了同期沪深300指数的涨幅作为参考。初始PE中位数,是买入组合时成分股PE的中位数,5年后PE中位数就是5年后的。第二行2013年,就是2013年初选出组合买入持有5年的情况,后面以此类推,只做到2016年,是因为2017年再买的话,到现在满不了5年。 接下来是捡便宜组合的表现: 我说下结论和分析: 1. 无论是追成长组合,还是捡便宜组合,也无论从哪一年开始买,持有5年后,平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅,就是把组合内所有股票的涨幅做算数平均,就相当于一开始每个股票都买了相同金额,最后获得的收益率。而中位数","text":"今天股市大跌,我一边吃面,一边做了个数据分析,发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初,选出上市已经满3年,且过去3年中,每年扣非净利润增速都超过30%的股票。 这其中,还要排除一些微利的伪成长股,比如有的公司一年就赚100万,第二年一下子赚了300万,好家伙增幅200%。增速虽然高,但净利润金额太少,这种就不是真成长,要剔除。我要求,过去三年每年的扣非净利润,每年至少都要有5000万。 这样筛选出来的股票,就构成一个股票池,代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初,选出上市已经满5年,且市盈率PE处于过去5年10%分位以下的,也就是要求该股票的PE估值,比过去5年90%的时候都低。 同样,为了避免一些微利的小股票干扰,仍然要求过去三年每年的扣非净利润,至少都要有5000万。 这样筛选出来的股票,构成第二个股票池,代表低估值股。 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