The most important thing in stock investment is not to predict the ups and downs, but to have the awareness of the trading system. The left side of the investment should do a good job of asset management in batches, and the right side of the transaction needs to follow the trend, not listen to others to make money, and any strategy needs to be closed-loop.
Listen to the investment on the left to buy the bottom, but choose to full stud or ignore the margin spacing, every day to step on the bottom? What investment needs is capital chain management, most people have not been the boss of the business, and do not know that maintaining abundant cash flow means life and death for the enterprise. For each investment project, there is a detailed allocation of funds at which point in time and how much money is spent!
Nvidia fell 10%, and retail investors were kept in the dark
The Nasdaq has fallen to around 15,000 points, and the recent U.S. stock market has fallen unilaterally, and those who chase the high quilt are eating noodles again.
Xiaofan shared at the beginning of this year, stay away from U.S. stocks and embrace A-shares! Why is the view at the beginning of 2023 reversed, at that time, he shared that he stayed away from A-shares and embraced U.S. stocks? The logic is very simple, the U.S. stocks in 2022 have fallen miserably. When you lose interest in rising stocks, you will find your own survival space in the stock market.
Investing on the left side will not make you profitable immediately, most likely it will be a loss of a few months to a few years in the early stage, but it will make you profitable in the future. And there is certainty, even if it is just to make a profit on valuation repair, it can be satisfied. The right side of the game is above the intrinsic valuation line to do bubble hype, beat the drum and pass the flowers, you can't hold much profit, 30% is the limit, but you can encounter a unilateral decline at the top.
The Nasdaq has long been weak, don't just look at the index has not fallen, in addition to Nvidia, the remaining 6 other technology giants such as Apple, Google, and Tesbit will peak and fall at the end of 2023. And the news of high-level holdings continues, whether it is Buffett, or the executives of these companies, major shareholders, etc.
At the beginning of the year, a large number of smart people stayed away from A-shares and embraced overseas index ETFs, and they knew in their hearts that at the beginning of 2023, Xiaofan persuaded them to take a heavy position in cross-border indexes, and even shared the rising target of the Nasdaq, they felt that non-A-shares should not marry.
Will A-shares change at any time next week?
Next week, A-shares will change upward at any time and return to 3,100 points. On the day when U.S. stocks fell, when A-shares rose. The logic is very simple, in the global market, there are only a handful of institutions that can operate the first and second markets in market capitalization at the same time! Everyone is optimizing their positions, including Xiaofan, who was focused on Hong Kong and US stocks last year, and returned to A-shares at the beginning of the year.
Most people, to this day, still don't understand. The core of Xiaofan's profitability is not to rely on predicting ups and downs, staring at stocks, staring at operations, and trading frequently. It is the comprehensive measurement of the safety margin of the asset, the expected rate of return, the beta system, the construction of an effective investment set, waiting for the space to be cashed out, and staying up for the time cycle, waiting for the low, the low, etc.!
A few words that seem to be an understatement are the crystallization of my countless nights of review, but my review is different from everyone's review, I am reading research reports, printing reports to see data, understanding the dynamics of the industry, as well as the flow of funds, etc., and I am not interested in K-line, indicators, capital speculation, hot spots, news, etc.
For example, why can the direction of nonferrous metals, chemicals, and artificial intelligence be clearly put forward before and after the Spring Festival? It's not that I have an insider, knowing that there will be trade-in, equipment renewal, and the rise of precious metals after the holiday. There are some objective laws that do not depend on anyone's will.
Final summary
If you read Xiaofan's articles carefully, you will find that in fact, I often participate in commodity ETFs, and I also shared crude oil and gold at the beginning of the year. Except for the lack of interest in staking stocks and predicting ups and downs, the rest of the content I shared is dry goods.
It's just that some people buy and return the pearls, and treat my least nutritious content as substantive content, and the most useful content as nonsense. The people who have been reading for a long time are almost all old stockholders, and they are experts in the doorway, and Xiaofan does not harvest novices, because he needs to know what he is talking about......
Guo Xiaofan's original code words, please do not plagiarize, carry!Beware of fake names and avatar deformations, only these 5 words, identify the number of fans or professional certification, will not take the initiative to contact anyone, will not share any stocks!
Investment is risky, and you need to be cautious when entering the market!