先说一个我做错的事,下面是我和狮山的一段对话——
我: When my son was 12, he was heavily into playing games, that’s the time I set up an UTMA account with him, one day he told me: mom, would you please buy some NVDA for me, their speed is unbeatable ? I looked at him skeptically , but still bought a few hundred shares for him at about $7-8/per. Nowadays he always jokes about how I missed a big time by not listening to him and bought the shares later on with over 10 folds of his for my own accounts LOL
狮山:Peter Lynch always recommend that you should find investment opportunity from everyday life!
我: I hear you, but I’m no Peter Lynch when it comes to wisdom LOL
再来说说我对市场下跌时建仓和加仓的浅见(友情提示:我说得不一定对,读时请按照自己的不同情况make sense and make adjustments ;) ----
今天早上我设了个limit order,在$144/per 加仓(double down) PLTR. My logic and procedure behind this action are:
我一般不轻易买个股,长期定投QQQ, SPY,VGT & VOO, 股市跌10%以上我会一次性买入更多的ETFs. 但我也会长持一些龙头股,NFLX, META持了十几年了,NVDA 晚一点,今年四月买入TSLA和AMZN, 当然我也卖掉过长持的腾讯,阿里和新东方,上个月将长持了最久的APPLE和Google 清仓了。
前一阵去看儿子时,和他同学,在Palantir 工作的一个小天才聊天,然后我开始对这家公司感兴趣,Peter Thiel的vision and leadership 不用说,公司的护城河也强壮,market monopolies, AI platform’s force multiplier…..这是一个我愿意长持的公司,虽然现在的valuation是蛮高的,但growth 也同样可观。我说一下我的操作—— 把资金分成3-4份,前两天在$160左右开仓,然后设置自动买入(我没有时间盯盘也没有时间做option,最轻松的方式就是limit order ),every 10% dip to add double shares , 希望可以dip 到40%, 当然这很可能是我的wishful thinking lol, 所以这样的操作必须每一笔交易分量够大,必须对买进的公司有信念,还必须是长持,再必须以后有任何好机会时继续加仓。