如何避免机会成本

2019-10-29

当你投资了 A 标的，如何避免错过了 B 标的机会成本呢？

正如，那句诗-前面有两条路，我只能选择其中一条。

如何避免机会成本？

这是每个人，包括投资者的问题。

资金总是有限的，只能选择一个标的。

这种机会成本，再延伸出来，还有你持有的 x 股涨了 60%，你就清仓了。结果，你会错过后面的 40%。

如何避免机会成本？

欢迎分享你的看法。

闲聊几句

闲着没事一起聊聊天呗

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Richard M
2019-10-29
Richard M
建仓之前列出一个投资清单选出10个左右你最看好的标的然后排除掉同行业或者强相关的最后剩下最安全空间最大的3-5个建仓这样就不会总去考虑机会成本因为你已经买了你认为最合适的
- Richard M回复puercat:
  如果有严谨的价值分析框架，这种方案应该是现在市面上比较有效率的；或者如果以稳健为主，拿出一部分比例的资金做你最看好的两三只，剩下的买债券，每隔一个季度或者多久看你，进行调仓，如果股票涨的多，把钱拿出来补债券，反之亦然；过程中如果发现你特别确定或者看好的股票，债券的资金也可以拿来建仓，不过这种方法的前提是你得能严格操作，不然起不到预期的效果。
- puercat:
  很多 VC 都是采取你所述的策略。不知道还有没有更好的策略选择？
假如我所愿
2019-10-29
假如我所愿
累
正义土豆
2019-10-29
正义土豆
情绪

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