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价值投资20年后留给娃
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价值投资20年后留给娃
价值投资20年后留给娃
·
2024-11-07
$特斯拉(TSLA)$
我也姓马，老马又成首富了，我与老马同富贵[微笑]
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价值投资20年后留给娃
价值投资20年后留给娃
·
2024-11-06
晒晒战绩吧，看总体持仓分析曲线，2020年进入美股，先入金3320美元，马上追加到1万美元的成本。投到现在，目前市值67000美元，盈利大头主要是在对的阶段长线持有了瑞幸和特斯拉，断断续续分别都持有了2年以上。经历过四次熔断，做空道指被美国政府无限QE教育，转为坚定的价值投资，但也用一小部分资金跟过英伟达这种热点。清仓瑞幸是对中国市场的确定性信心不足，按当年导师的观点，既然投了美股，就别用美股的钱投中概股了。将继续持有目前手里这几只，也都一年以上了。
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价值投资20年后留给娃
价值投资20年后留给娃
·
2023-12-09
今年美股持仓走势还是可以的
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价值投资20年后留给娃
价值投资20年后留给娃
·
2023-09-05
$瑞幸咖啡(LKNCY)$
$贵州茅台(600519)$
作为瑞幸和茅台的股东，我对这两家的跨界合作真是喜闻乐见，瑞幸这么发展，离回主板不远了
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价值投资20年后留给娃
价值投资20年后留给娃
·
2023-06-13
投资美股3年年化收益率126%小记 2020年开始玩美股，当时资金还容易出境，只出了1万美元，再后来就出不去了，因为疫情也没想着去港澳开户。 从一开始接触T+0疯狂投机赌徒心理吃了亏，很快转向价值投资认准好公司以年为单位持有，主要就是长期持有了瑞幸和特斯拉，虽然也有买卖操作，但频率相对于大多数散户可以算是极低了。 心得就是别投机，挑的公司逻辑要清晰，足够相信就长期持有。目前的持仓是调整过了，盈利4万刀后想求稳保住战果，于是分散了投资。 今天美股资产突破6万美元，所以心血来潮记录一下，虽然钱不多，比A股仓位小的的多，但是美股的收益率真让人开心。唉，大A太不争气了，中国的宏观经济问题严重，投资、房地产、人口、外贸都是问题。 剩下的看图吧。
$特斯拉(TSLA)$
$瑞幸咖啡(LKNCY)$
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价值投资20年后留给娃
价值投资20年后留给娃
·
2022-08-31
$瑞幸咖啡(LKNCY)$
最近几天累计连涨了20%，获利颇丰（本钱没多少），已清仓落袋[得意]
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价值投资20年后留给娃
价值投资20年后留给娃
·
2022-08-09
$瑞幸咖啡(LKNCY)$
基本上一直全仓瑞幸快两年了，离去年的高点还差一些。生意那么好，上20只是时间问题，加油
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价值投资20年后留给娃
价值投资20年后留给娃
·
2022-03-15
$瑞幸咖啡(LKNCY)$
不知道瑞幸发生了什么，只见到一系列利好消息
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价值投资20年后留给娃
价值投资20年后留给娃
·
2022-03-12
$瑞幸咖啡(LKNCY)$
瑞幸没有任何利空消息啊，为什么跟着滴滴和悦刻一起暴跌？不明白
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价值投资20年后留给娃
价值投资20年后留给娃
·
2021-10-27
$滴滴(DIDI)$
滴滴还没折腾完？如果违规了，该罚钱罚钱，还得接着做生意啊，不是一个公司的事，那么多利益相关者呢
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