Buffett said that whether others approve of you or oppose you should not be a factor in doing the right thing or doing the wrong thing. Similarly, in the face of the decline of the holding target, especially when the position continues to fall, Munger also has enough courage to do what he thinks is right - they dare to increase their positions in the continuous decline, not affected by the panic of the market.
As ordinary investors, we should also learn from the masters' style of contrarian investment, develop the habit of independent thinking, not be swayed by short-term market ups and downs, and not miss opportunities in chasing up and down.
The market experience of this two-month adjustment can be seen, the hot spots of the plate are so few, the policy orientation of different performance you have all seen, after the performance of the announcement of a good small fall, poor direct drop stop, individual stock performance benchmarking last year and this year is only a simple digital display, need to think deeper, small and medium-sized retail investors are covered is normal, remember to chase hot spots back and forth in a bad market environment, and finally pursue an empty!
In terms of industry sectors, a few sectors such as the power industry, transmission and distribution electrical, fertilizer industry, aerospace and aviation have risen, and the concepts of craft commodities, coal industry, culture, education and leisure, software services, and winemaking have fallen ahead; in terms of themes, concepts such as green power, PVDF, pumped storage, wind energy, phosphorus chemical industry, and new energy have performed eye-catchingly.
【Long-term holding】
$Zhongju Gaoxin (SH600872) $ (brought down by the market, counting on buying back near 33.60 did not wait, continue to wait)
$New Hecheng (SZ002001)$ (Continue to rally to new highs, stay near 29)
$Yili Shares (SH600887)
(Look at the time-sharing line, continue to wait for the retracement)
#Sun Paper #(This ticket buys people are definitely angry, falling must have a problem that we don't know, then continue to wait)
Laiyifen (close to the quarterly report, it seems that it is not very good, the institution has run away in advance, the position is not heavy, and the good buy point is added)
【Short-term holding】
#Goldwind Technology#, (last night's news surface, and stimulated the wind power, this up and down to the Goldwind holder long face, tomorrow rushed to sell higher to increase the position)
Ningbo Shipping (This ticket really fell a little bit of temper, and sold the remaining holdings after the quarterly report
Chengdu Bank (12.95 yuan), space is there, it takes time and environmental soil, wait
The market changes in a thousand ways, there will always be some plates in the quiet change, remember to observe more!
![Dear to all ordinary investors who cut meat or clear their positions, I will not say anything. Hello, don't say it. We, not relatives, not lovers and not friends, say, "Honey, it is really inappropriate."[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)