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踏空市场反弹后如何进行投资?

By:

Chief Investment Officer Sizemore Capital Management and a Portfolio Manager for Interactive Advisors

第一步:降低分配的资金

在您进行任何操作之前,先计算出在正常情况下您想在投资组合中配置多少股票。

如果您是年轻人,可以配置80%或更高。如果您临近退休或已退休,股票的配置可在50%。

找出适合您的配置比例,并将此作为对比的基准线。您并不需要明天就做出这样的调整,但是我认为这至少为您提供了一种指引。

第二步:平均分配

我认为对损失的回避情绪会导致无所作为。您不愿意进行投资因为您担心买在高点处,导致出现亏损,或者出现最糟糕的情况——看上去和感觉上像个白痴。

然而,当您错过市场的上涨时,您最终仍看起来并感觉像个白痴。

我也在这些情绪中反复挣扎。人人都会如此。

我认为与情绪抗衡最好的办法是根据时间的变化而平均分配自己的头寸。

我最初使用20%-50%的资金进行投资,并在接下来的几个月时间里平均地将剩余的头寸进行投资。

对我来说这不是特别系统的做法,我也不认为这是最佳选择。但是可以帮助我梳理我的情绪并避免悔恨。

第三步:获利离开

我认为重要的是您需要记住不必一直进行头条。就像我的篮球队友一样,您可以获利了结,在高点卖出并离开市场一段时间。

当然,这是让我们最小化悔恨情绪的方法。坐拥现金并看着市场不顾您一路飙涨是很痛苦的一件事情。

我认为这是再平衡的美妙所在。我很少出售投资组合中的全部头寸并坐拥现金。

我的确定期检查并平衡我的投资组合,出售部分盈利的投资并将收益转为债券、现金或非股票的投资品。

在这种情况下,我始终保持在投资组合中有一部分股票,但也在一直获利了结。记住适时获利了结。

Disclosure: Interactive Advisors

This material is not intended as investment advice. Interactive Advisors or portfolio managers on its marketplace may hold long or short positions in the companies mentioned through stocks, options or other securities.

Pursuant to the Investment Management Agreement between Interactive Advisors and its clients, all brokerage transactions occur through Interactive Brokers LLC, an affiliate of Interactive Advisors. Interactive Advisors does not offer services through any other broker-dealer. The use of an affiliate for brokerage services represents a conflict of interest. Interactive Advisors clients acknowledge this conflict of interest and authorize Interactive Advisors to execute transactions through Interactive Brokers LLC when they open an Interactive Advisors account. Clients should consider the commissions and other expenses, execution, clearance, and settlement capabilities of Interactive Brokers LLC as a factor in their decision to invest in an Interactive Advisors Portfolio. Interactive Advisors believes it can meet its best execution obligation by trading its clients’ trades through Interactive Brokers LLC. While there can be no assurance that it will in fact achieve best execution, Interactive Advisors does periodically monitor the execution quality of transactions to ensure that clients receive the best overall trade execution pursuant to regulatory requirements.

Disclosure: Interactive Brokers

Information posted on IBKR Traders’ Insight that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Insight are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Interactive Advisors, an affiliate of Interactive Brokers LLC, and is being posted with permission from Interactive Advisors. The views expressed in this material are solely those of the author and/or Interactive Advisors and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Chinese Translation

这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

盈透交易员睿智中提供的内容(包括文章和评论)仅作为资讯用途。发布的内容并不代表盈透证券建议您或您的客户联系独立顾问或对冲基金以期获取其服务或投资其产品,也不代表建议您联系在盈透交易员睿智发布文章或向顾问、对冲基金投资的相关人士。在盈透交易员睿智中发布文章的顾问、对冲基金或其他分析师均独立于盈透证券,盈透证券不会对这些顾问、对冲基金或其他人士的过往或将来表现,或其提供的信息之准确性做出任何声明或担保。盈透证券不会进行“适宜性评估”来确保顾问、对冲基金或其他参与方的交易适合于您。

发布内容中提及的证券或其他金融产品并非适合所有投资者。发布的内容并未从您的投资目标、财务状况或需求出发,并不旨在向您推荐任何证券、金融产品或策略。过往业绩并不代表将来表现,如有需要,请咨询相关人士获取专业的建议。

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