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  • 真是大奇迹之日呀。恒指不付殷殷期待,暴涨2400点。俺的绝地反攻方案目前看是成功啦。
    截止上周三,满仓。

    30% Canadian equity funds
    20% TD Latin funds
    25% Precious metal funds
    25% HSBC Chinese funds

    周四,周五续跌,剩下的一点备用资金也不敢投入了。周一TSX暴跌600点,周二恒指暴跌2000点,彻底成为板上鱼肉,任人宰割,毫无任何还手之力。

    昨天特大利好,TSX劲升500点,机会来了。果断将Canadian funds and TD Latin funds平仓,然后马上用一半的回笼资金买入HSBC CHINESE FUND. (没敢全买,因为美股当天续跌)。

    今天会将原先的25% hsbc Chinese fund平掉。之后持仓结构为:
    25% Precious metal funds
    25% HSBC Chinese funds
    50% Cash.

    在Canadian ffunds and TD Latin funds上的损失,很大一部分从chinese funds上recover回来了(还未兑现,但持仓成本大大下降了)),同时50%现金在手,不管市场涨跌,都掌握了主动权。

    投资如同打仗,商场如战场。无论何时都要保持必胜的信心。当敌人的进攻如排山倒海之时,正是他们暴露出弱点之时。
    • 你的PLAN 真牛,你今天就卖中国FUND没有PANELTYMK
      • 卖的是3个月以前进的货。
    • "果断将Canadian funds and TD Latin funds平仓,然后马上用一半的回笼资金买入HSBC CHINESE FUND". My understanding is that your sold fund needs a few days to settle, before you see the cash back in your account, you couldn't buy new fund.
      How are you able to sell and use that money right away? Thanks for clarification.
      • you can do that. your broker can do it, but you have to call in and do it manually. can't do it online. at least TD Waterhouse can. did it many times. like yesterday. get my bad mood away a little.
      • 俺用BMO,可以在线做。
    • 如果你昨天当天没有跑掉的话,今天将被套,而且还不少
      • 俺会在今天走掉原先的HSBC CHINESE FUND. 套不住地。。。
        • 那你就彻底成为赌徒了
          • 你没明白我说的意思,可能我也没明白你的。。。不说了,看盘吧。