如何避免机会成本
puercat
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。
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Rich_M
2019-10-29
Rich_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
Rich_M
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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
什么也没有了~
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