Drunkenmiller had these top investment principals

He is one of the most respected investors and never had a down year in his 30 years of investment. His top 5 investment principals:

1: Dont invest in the present. When you're focus on today's market at openning bell, you are aleady behind

2: Bet big when it counts. Trade your portfolio with capped downsides and outsided upside. One right trade can outweight ten bad trades

3: Track market liquidity. Follow price action and ignore headlines and news

4: Stay flexible. Staying wrong is what kills portfolios

5: Master your emotions not just strategy. Success wasn't about IQ, but EQ

 

所有跟帖: 

特别赞同第五点。 -*江南雨*- 给 *江南雨* 发送悄悄话 (0 bytes) () 05/16/2025 postreply 06:05:18

做好这5点就无敌了! -我是一只井底蛙- 给 我是一只井底蛙 发送悄悄话 (0 bytes) () 05/16/2025 postreply 06:07:18

4 比较有挑战,一般很不愿意承认自己错了 -Artspace87- 给 Artspace87 发送悄悄话 (0 bytes) () 05/16/2025 postreply 06:10:04

我的经验是,必须有严格的纪律。否者没人能做到#4 -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/16/2025 postreply 06:12:17

同意,忽略各种噪音,按自己的计划执行。 -Artspace87- 给 Artspace87 发送悄悄话 (27 bytes) () 05/16/2025 postreply 06:18:06

当你没有纪律约束时,你当然永远觉得自己是对的 -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/16/2025 postreply 06:14:28

这是认识到自己每个决定都可能错 vs “不是厦大的” 之间的fine balance -任静锅-- 给 任静锅- 发送悄悄话 任静锅- 的博客首页 (189 bytes) () 05/16/2025 postreply 06:21:46

呃 好像又与武旦八斤鹅过不去~ #2 就是加风控“兜底”的重仓策略啊 ! -任静锅-- 给 任静锅- 发送悄悄话 任静锅- 的博客首页 (194 bytes) () 05/16/2025 postreply 06:15:03

谢谢分享! -小松松- 给 小松松 发送悄悄话 (0 bytes) () 05/16/2025 postreply 06:23:39

他和我的重仓股都是cpng -灵山问禅- 给 灵山问禅 发送悄悄话 (0 bytes) () 05/16/2025 postreply 07:26:40

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