Today’sTransactions:
NoTransactionstoday.
Today’sReturn:1.62%
Returnsinceinception(June05,2007):21.30%
S&P500ReturnsinceJune05,2007:-4.35%
Leverage:1.33
Mypositions:
Long:
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
[阅读全文]
股海一粟的博客
投资是一门艺术，投资是一所永远的学校。股海一粟第一次接触到股票还是在1988年，那时候上海只有老八股，没有正规的交易所。。。那一年股海一粟只有10岁。
博文
(2007-08-02 14:34:01)
(2007-08-01 14:34:43)
在构思这一篇“股市人生“的时候，我正坐在浦东机场的候机室等待回多伦多的航班。望着那些匆匆的行人，我不禁想起了那句古话：“天下熙熙，皆为利来；天下攘攘，皆为名往”。想想人世间真正能够做到淡泊名利的又能有多少人？
有不少朋友问我如何做股票，希望我推荐一些书之类的。其实这么多年来我也一直在思考这个问题：什么样的人能够做好股票？或者说做股[阅读全文]
有不少朋友问我如何做股票，希望我推荐一些书之类的。其实这么多年来我也一直在思考这个问题：什么样的人能够做好股票？或者说做股[阅读全文]
(2007-08-01 14:32:24)
Today’sTransactions:
ClosedGRMNOct0740Callat$49
Reason:GRMNhasahabitofsellingongoodnews.AlthoughIcontinues
toliketogrowthperspectiveofthestock,Ididn\'twanttofightwith
thishistoricalpattern.SojusttakesomeprofitswhilekeepingJan08
50Call.
AddedmoreMSat$64.21
ClosedXHBDec0740Putat$14.50
Reason:Althoughthehousingmarketmightcontinuetostruggle,the
homebuildersectorcan...[阅读全文]
ClosedGRMNOct0740Callat$49
Reason:GRMNhasahabitofsellingongoodnews.AlthoughIcontinues
toliketogrowthperspectiveofthestock,Ididn\'twanttofightwith
thishistoricalpattern.SojusttakesomeprofitswhilekeepingJan08
50Call.
AddedmoreMSat$64.21
ClosedXHBDec0740Putat$14.50
Reason:Althoughthehousingmarketmightcontinuetostruggle,the
homebuildersectorcan...[阅读全文]
(2007-07-31 14:55:55)
Today’sTransactions:
Notransactionstoday.
Today’sReturn:-0.86%
Returnsinceinception(June05,2007):13.84%
S&P500ReturnsinceJune05,2007:-5.45%
Leverage:1.49
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
Short:
XHBDec0740Put
[阅读全文]
Notransactionstoday.
Today’sReturn:-0.86%
Returnsinceinception(June05,2007):13.84%
S&P500ReturnsinceJune05,2007:-5.45%
Leverage:1.49
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
UTSIJan0910Call
MS
DRYS
GOOG
Short:
XHBDec0740Put
[阅读全文]
(2007-07-30 14:43:20)
Today’sTransactions:
BoughtDRYSat$55.77Stopifthestockclosedbelow$49
Reason:ThisisastockthatIstartedtobuylastJuneat$10.85and
soldoutthelastshareinearlyMaywhenitwastradedataround$41.
ItseemsthatIhavesoldwaytooearlyasBDIindexshowssurprisingly
strength.Withlimiteddryshipssupplyandstrongcommodityprices,I
expectBDIindextostayfortheremainingofthisyearsoitshould
boldwellforDRY...[阅读全文]
BoughtDRYSat$55.77Stopifthestockclosedbelow$49
Reason:ThisisastockthatIstartedtobuylastJuneat$10.85and
soldoutthelastshareinearlyMaywhenitwastradedataround$41.
ItseemsthatIhavesoldwaytooearlyasBDIindexshowssurprisingly
strength.Withlimiteddryshipssupplyandstrongcommodityprices,I
expectBDIindextostayfortheremainingofthisyearsoitshould
boldwellforDRY...[阅读全文]
(2007-07-28 07:25:47)
Follow我帖子的人应该知道，我很少对大盘作预测。套用巴非特的一句话，很少有人能够对短线走势预测正确。但是，今天看了坛上那么多人的发言，我想说两句。
首先，我承认下周一再次出现深幅下探的可能性很大，这也就是为什么周五我把仓位的Leverage降到今年以来的最低，手持超过30%Cash的原因。
其次，每一个投资者要问一下为什么会出现上周大跌的情况。华尔街的[阅读全文]
首先，我承认下周一再次出现深幅下探的可能性很大，这也就是为什么周五我把仓位的Leverage降到今年以来的最低，手持超过30%Cash的原因。
其次，每一个投资者要问一下为什么会出现上周大跌的情况。华尔街的[阅读全文]
(2007-07-27 14:45:55)
Today’sTransactions:
SoldpartofMSat$65.83
Reason:ThereisagoodchancethatthiscomingMondaywillbeextremely
volatileagain.AndcertainlysomeinvestorsmaythinkoftheBlack
Monday20yearsago.Althoughthechanceofsuchaneventisslim,I
wanttotakemorechipsoffthetableandraisecashtowaitformore
goodopportunities.
ClosedSNDAat$27.86
Reason:Thestockwasboughtatawrongtiming.Asitbrokethestop-...[阅读全文]
SoldpartofMSat$65.83
Reason:ThereisagoodchancethatthiscomingMondaywillbeextremely
volatileagain.AndcertainlysomeinvestorsmaythinkoftheBlack
Monday20yearsago.Althoughthechanceofsuchaneventisslim,I
wanttotakemorechipsoffthetableandraisecashtowaitformore
goodopportunities.
ClosedSNDAat$27.86
Reason:Thestockwasboughtatawrongtiming.Asitbrokethestop-...[阅读全文]
(2007-07-26 14:38:30)
Today’sTransactions:
ClosedSPWRSep90Putat$23.70
Reason:Thestockisdoingprettywellinabigdownday(indicatingmore
buyingpowerthansellingpower)inspiteofsecondaryoffersand
convertibleoffers.Soclosethepositionandmoveon.
ClosedFROAug55Putat$9.10
Reason:Itisusuallycheapertobuyshort-termoption.However,there
isacostassociatedwiththis.Thatis,yougetlesscycles(oneupand
downiscons...[阅读全文]
ClosedSPWRSep90Putat$23.70
Reason:Thestockisdoingprettywellinabigdownday(indicatingmore
buyingpowerthansellingpower)inspiteofsecondaryoffersand
convertibleoffers.Soclosethepositionandmoveon.
ClosedFROAug55Putat$9.10
Reason:Itisusuallycheapertobuyshort-termoption.However,there
isacostassociatedwiththis.Thatis,yougetlesscycles(oneupand
downiscons...[阅读全文]
(2007-07-25 13:27:29)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:3.34%
Returnsinceinception(June05,2007):16.24%
S&P500ReturnsinceJune05,2007:-1.37%
Leverage:1.78
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[阅读全文]
NoTransactionstoday.
Today’sReturn:3.34%
Returnsinceinception(June05,2007):16.24%
S&P500ReturnsinceJune05,2007:-1.37%
Leverage:1.78
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[阅读全文]
(2007-07-24 17:12:00)
Today’sTransactions:
NoTransactionstoday.
Today’sReturn:-1.36%
Returnsinceinception(June05,2007):12.49%
S&P500ReturnsinceJune05,2007:-1.83%
Leverage:1.81
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[阅读全文]
NoTransactionstoday.
Today’sReturn:-1.36%
Returnsinceinception(June05,2007):12.49%
S&P500ReturnsinceJune05,2007:-1.83%
Leverage:1.81
Mypositions:
Long:
GRMNOct0740Call
GRMNJan0850Call
PG
CROXJan0820Call
UTSIJan0910Call
MS
MU
SNDA
Short:
XHBDec0740Put
FROAug0755Put
SPWRSep0790Put
[阅读全文]
