kenjoe的个人主页 - 老虎社区

kenjoe

kenjoe

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2022-01-27

Thanks.

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2022-01-21

$Merck(MRK)$ Eyeing this stock...

2022-01-20

Great stuff for sharing.

@gugu:2021年投资总结：正确的抄底方式

2022-01-17

Thanks.

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2021-12-28

Good news still.

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2021-12-22

Alibaba will last.

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2021-12-21

Time to buy value stocks.

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2021-12-21

Interesting about Oracle.

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2021-12-18

Good!

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2021-12-16

Watching.

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2021-12-16

[smile] [smile]

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2021-12-14

[lovely]

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2021-12-10

Better than expected.

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2021-12-09

Waiting...

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2021-12-08

Positive development.

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7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697152671,"gmtCreate":1642383137380,"gmtModify":1642383137563,"author":{"id":"4101449399353620","authorId":"4101449399353620","name":"kenjoe","avatar":"https://static.tigerbbs.com/38f5f5362d02592d75590648d492d52a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101449399353620","authorIdStr":"4101449399353620"},"themes":[],"htmlText":"Thanks.&nbsp;","listText":"Thanks.&nbsp;","text":"Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697152671","repostId":"1183719432","repostType":4,"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}