博文
(2018-02-09 08:16:11)
Marketrunsintospininlastweeksorso.Itisveryscarymoment.Howeveraslongterminvestor,Iwilltakelongtermviewofmyholdings.ManyofstocksinthisportfolioreportedverystrongearningssuchasBA,AAPL,FB,DXC,AMZNetc.Thereisnoreasontochangemyviewonanyofthose.TWTRfinallydidsomethinggood.
Butgivingthatinflationeramightcome,Iwilltakethisopportunitytoadjustsomepositions.
Iclosedoutairlinesaftercoupleofyearsofstruggl...[阅读全文]
(2017-12-30 07:39:45)
2017haspassed.Itturnedouttobeanothergoodyearforstocks.Thisportfoliocontinuestodeliveralthoughtherearefewdogs.Thebiggesteventof2017istaxreform.Potentiallyithasgreateimpactonbusiness(hopefullythegoodway).Butitislikelytocausetreasuryyieldtogoup,$todepress,debtstomoveup.Ifenergypricecontinuestomoveup(forexampleto$80whichisunlikely),thenitwillhavenegativeimpacttosomestocksandmarket.Ifyieldcontinuestogo...[阅读全文]
(2017-10-06 08:58:32)
Therearesomechangesinthisportfolio. DDmergedwithDOW,newsymbolDWDP. WFMwasboughtbyAMZN. FLwasclosedduetosectorproblem. DXCandFDCweretwonewadditionstoreplaceWFMandFL. Thisportfoliocontinuestoshineintoyearendof2017 [阅读全文]
(2017-05-26 06:51:06)
Theportfoliofirstbuiltin2014.http://blog.wenxuecity.com/blog/frontend.php?act=article&blogId=55169&date=201412&postId=22981 Performanceactuallyhigherthenlistedbelow.Minoradjustmentssince.Entireportfoliostillperformingwellafterthreeyears.Itshouldcontinuetoworkinto2018. [阅读全文]
(2017-01-11 10:34:51)
(2016-07-27 14:13:17)
房市和股市之争从开坛到今从未停过。这也不稀奇。但最大的特点是顶峰出精品。风云人物闪电登场。呵呵。05-06年石头的房子四重魔力现在成了新地主的武功秘籍。07年投坛晒财富后，贝兄的十年一千万惊艳亮相，堪成绝品。11年米大的长篇美元为王阴谋论加peakoil霸占投坛又两载。虽然彻底死在SD上，也算写了个精品系列。自那之后，虽然有大量鼓吹人民币对美元1:1的，有整BA[阅读全文]
(2015-03-31 18:14:12)
(2014-12-30 13:13:47)
Removedafewnamesfromlastyear'sholdings.Addedafewones.ExpectaselloffinJan/Feb2015.Oncethedropisathand,itistimetobuildpositions.
Marketrallied1000pointsafterYellen's"Patient"keywords.Bepatient.Waitforpullbacks.
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(2014-12-20 14:34:25)
Portfolio(1402)Watch
Portfolio(1401)Watch
LookingbacktwoportfoliosIthrowoutatthebeginningof2014.Hereistheresult:
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(2014-12-20 14:06:54)
