沧海持仓盘点及减仓的几种途径

似乎又该盘点持仓以见机减仓, 以前谈过减仓是个过程, 这里谈谈几种减仓方法.


1. 卖长仓
2. 短
3. 卖靠
4. 买扑
5. 买VIX 靠
6. 抛出高贝特股换进低贝特股

沧海持仓盘点 (As of 10/06/2009)

Symbol	% of Portfolio
GOLD	20.94%
DNDN	15.54%
FXI	11.89%
FAS	11.64%
BIDU	11.48%
BX	10.40%
CAB	9.85%
SKS	7.27%
NSC	6.35%
ERX	5.80%
OSG	5.60%
LDK	4.71%
AVNR	4.57%
STP	4.17%
CTV	3.98%
ALUAZ	2.79%
CMEJM	1.47%
BYOKO	1.40%
APAJR	1.00%
CJW	0.97%
FHUAC	0.72%
NGHJI	0.69%
HQBAA	0.64%
MSJF	0.40%
SLBJL	0.34%
KTQJM	0.33%
MMMJO	0.20%
WNRJU	0.07%
RQLJT	0.03%
FXIWO	-1.09%
AASMF	-1.50%