投資有咩技巧?

洪正 · 發表於 2012-1-18 23:31:47

回覆茄輪王的帖子

對我來說, 茄輪王ching的第三點最arm聽, 所以想回應下. 小弟2000年清袋, 開始積極學習同儲錢, 耐心等了三年, 2003年中決斷入市, 買股買樓, 不過唔會借錢玩股, mortgage就當然有, 股票贏的錢大部份搬去買樓, 直至2007年減少投資比例. 去年初股票倉位已減至很低, 今年中已把幾層樓全賣, 只剩自住一層. 現耐心等下一個cycle. 而家個市真係唔易玩, 要非常小心.

對茄輪王ching所講的都非常同意, 附加小小意見就係對d財經演員唔使甘認真, 佢地只識市升講升, 市跌講跌, 最勁上5吋下5吋. 我誠意介紹一個財經評論員(唔係股票分析), 鳳凰衛視的石齊平先生(國語, 冇廣東話), 他在鳳凰衛視有3個節目, 我唔會miss任何一個.

GOOD LUCK.

longdongsilver · 發表於 2012-1-19 02:20:05

Have anyone thought of hiring an experience investment advisor rather than 交學費 and learn it the hard way?

Also, Peter Lynch, former star manager of Fidelity Investments (富達投資) said you should never invest in something if you cannot explain the rationale in 30 seconds.
For any existing holding, if the original reason for investment is no longer valid, get out.

色途幼幼 · 發表於 2012-1-19 15:49:14

回覆洪正的帖子

腳屍治金句
大市一旦見底就會回升

吹漲

洪正 · 發表於 2012-1-19 16:49:54

回覆 longdongsilver 的帖子

Experience investment advisors & star managers !!!

2011年, 好多死得慘過一般散户. 我 2011年負回報 17.73%. 起碼跑贏一半 fund manager.

longdongsilver · 發表於 2012-1-20 01:09:06

本帖最後由 longdongsilver 於 2012-1-19 12:09 編輯

回覆洪正的帖子

I am sorry to hear you lost money in 2011.

To bet on the stock market day in day out is not the right way of managing investments because you have not taken risk into consideration. As a professional manager, I would strongly recommend you to analyze your risk tolerence (with the help of a professional if possible) and determine what's your proper asset allocation between equities and fixed income. If you decide to invest your money 100% in stocks, then your return will be like an old saying of "live by the sword and die by the sword".
In my previous thread in this forum, I am a strong advocate of index ETF rather than picking individual stock. As you have said, most money managers have underperformed the indices, what make you think you can do better?

李揸成 · 發表於 2012-1-21 15:17:04

我的最痛發表於 2012-1-18 18:39
投資有咩技巧?
想請教一下高手

先生,
你好,這是一個很好的問題,
投資的技巧就是要買一家有發展前景的公司 ,炒半新股是不錯的選擇 !例如 1150 米蘭站
招股價$1.67
1月20日收市現價 $1.330
股票價格和招股價每手(2000股 )比較便宜 $680
年初四起一轉, 包發達 !

新股專輯：米蘭站升66% 每手賺2200
【16:12】2011年05月23日

【on.cc專訊】新股「超購王」米蘭站(01150)今早上市，甫以2.6元開市，較招股價高出55.69%，其後升幅未見收歛，曾高至2.96元，低位亦報2.56元，全日終以2.77元收市，較招股價1.67元升65.87%，成交2.85億股，成交7.84億元。未扣手續費，每手賺2,200元。

新股專輯：米蘭站超購稱王逾2100倍
【18:14】2011年05月16日 1/1
米蘭站主席姚君達。(資料圖片)
【on.cc專訊】新股米蘭站(01150)今日中午截止公開發售，消息稱，公開發售初步超購超過2,100倍，是本港股市有史以來超購倍數最多的新股，成為本港新的「超購王」。以超額倍數計，米蘭站凍結資金約580億元，亦進身為今年新的「凍資王」。

ovaries · 發表於 2012-1-26 11:08:36

started buying shares 10 years ago. Purely "hold & pray" and saw the portfolio doubled. Mainly bluechip bank stocks. Although paper loss of 25% in 2007, but never sold during that time. Now it is worth more than the GFC level. However recently sold some stock and try short term "buy low sell high".

Sugizo69 · 發表於 2012-1-30 01:33:07

久賭必輸，切記。

洪正 · 發表於 2012-1-30 06:09:13

回覆 longdongsilver 的帖子

I am not a what you said professional, but I do my own planning every year. Base on the outlook (may be not the same as the majorities), I will allocate different percentage in the stock market (high yield and growth as 2 different areas), property, currency, funds etc., but never consider fixed income. It may be contradict for me to invest on funds, however, I am cutting it down to 5% minus.

Yes, I think the same that index ETF is a very good instrument. The percentages cut on funds were replaced by index ETFs.

"What make me think I can do better than those money mangers?" Frankly, I don't know. I want to know, so I am doing it. Otherwise, I will never know. LOL.

longdongsilver · 發表於 2012-1-30 08:21:04

本帖最後由 longdongsilver 於 2012-1-29 19:25 編輯

回覆洪正的帖子

Asset allocation means invest into different areas that are not correlated in performance and volatility.
If you are 30 years old and you will be working for a long time before retirement, you may want to have an asset allocation of 70% in equities and 30% in fixed income like bonds or certificate of deposit which will have little chance of losing capital.  You will have a long time horizon to have the stock market to work for you.
On the other hand, if you are 60 years old and you will retire at age of 65, you may not want to invest more than 40% of your retirement funds in stocks; this is what I mean by asset allocation.  If you take a hit in the stock market you may not have the time to work your way back.
Asset allocation is based on your individual situation and not based on your market outlook.
Investment allocation among different sectors in stocks is not asset allocation.
You said you divest your investments among areas like stocks, property, currency and funds, etc.  I just hope you make sure these sectors do not have similar return characteristic that go up and down together.