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[
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Removedafewnamesfromlastyear'sholdings.Addedafewones.ExpectaselloffinJan/Feb2015.Oncethedropisathand,itistimetobuildpositions.
Marketrallied1000pointsafterYellen's"Patient"keywords.Bepatient.Waitforpullbacks.
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Portfolio(1402)Watch
Portfolio(1401)Watch
LookingbacktwoportfoliosIthrowoutatthebeginningof2014.Hereistheresult:
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WithRussellbreakssupporttoday,firsttimelongtimethismarketlooksvulnerable.Earningseasonisinfullplayrightnow.Sofar,ERisnotbad.
However,thismarketisveryunstable.Extremecautionneeded.
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VIXiscloseto17.Withonemorespike,marketcouldsetinaneartermbottom(ifnotalreadytoday).Itmeansthatwhopanicsellinginlastfewdaysmightregretsoon.Itisnotthetimetopanic,buthavingshoppinglistreadyanddeploysomecash.[
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NotsureabouttheFAmuchinthisname.Butrisk/rewardmightbeworthit.
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