Years ago I spent half a decade attempting to be a swing trader. Over time I realized that buy and hold was superior. I decided to take a long term approach. Not checking the tickers daily. This Buffet quote resonated with me: "If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes." So I began to accumulate stocks that I thought had potential to be big winners in a decade. However, a lot of these were Cathie Wood type stocks (i.e. SQ, COIN, DKNG, CRSP). I was also influenced a bit by hype and bought some stocks at elevated levels (ASTS, RIOT, SOFI). I liked the thetagang strategy of selling puts at a price where I thought I'd be happy to buy the stock at a discount - but this is part of what put me into some positions at elevated levels ($Z, DKNG, CRSP, $F).
Is this normal experience for a lot of investors? $AST SpaceMobile, Inc.(ASTS)$ $Riot Blockchain, Inc.(RIOT)$ $SoFi Technologies Inc.(SOFI)$ $Coinbase Global, Inc.(COIN)$ $DraftKings Inc.(DKNG)$ $CRISPR Therapeutics AG(CRSP)$
Comments
。
。
。
我上面说的并不是什么新鲜事。关键是，是的，价值投资确实在所有意义上都是优越的+不要复制某人的投资组合（例如凯西）或跟随他们的脚步。这对你来说也是一个错误。例子凯西严重n仍然破坏人工智能部门的巨大未来潜力。她并没有把赌注押在Nvidia的基础上，而是在寻找廉价的替代品，其中一些甚至与人工智能（例如 $UiPath(PATH)$ ）。
她在破土动工的巅峰时刻抛弃了英伟达。