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黃國英節錄

12300;凡治眾如治寡,分數是也。」《孫子兵法》. 同事早前去聽施永青先生的管理講座。施生強調:治理眾人時,如何分配資源、權責、利潤,是公司做大做強的關鍵–一字記之曰「分」 : 有利均霑、賞強罰弱,強者才甘心賣命;賞善罰惡,團隊方有紀律;責大利亦大、無不勞而獲,各人自會先公後私,眾志成城。同事嘆曰:「聽君一席話,勝讀十年書」,雖極老套,卻是感受至誠。 有 一近例:同事家人,一年前被銀行力銷「高收益債券基金」,驚濤駭浪,歷遍債務危機,還幸大步檻過,由敗轉勝,扣除5%認購費,實贏3%。銀行職員,竟敢邀 功,再遊說轉入另一債劵基金,新基金免認購費,但舊基金要收2%贖回費,等於分咗2/3回報給銀行。苦苦投資一年,只得1%淨回報,跑輸安全到極的領匯 (823). 廿條街。不少港人,日夜埋怨「地產霸產」加害,永無出頭,卻矇盛盛地將血汗錢,長年累月由「生錢」變「死錢」。財富不得積累壯大,真是命數使然,而非自招? 12289;I.T. (999). 3040 0.25 0.8%. 12289;I.T. (999). 8705 1.75 2.1%. 很多朋友,都熱衷於投資、投機,...從 小到大讀書A...

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黃國英節錄 | excerptsfrom-alexwong.blogspot.com Reviews
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12300;凡治眾如治寡,分數是也。」《孫子兵法》. 同事早前去聽施永青先生的管理講座。施生強調:治理眾人時,如何分配資源、權責、利潤,是公司做大做強的關鍵–一字記之曰「分」 : 有利均霑、賞強罰弱,強者才甘心賣命;賞善罰惡,團隊方有紀律;責大利亦大、無不勞而獲,各人自會先公後私,眾志成城。同事嘆曰:「聽君一席話,勝讀十年書」,雖極老套,卻是感受至誠。 有 一近例:同事家人,一年前被銀行力銷「高收益債券基金」,驚濤駭浪,歷遍債務危機,還幸大步檻過,由敗轉勝,扣除5%認購費,實贏3%。銀行職員,竟敢邀 功,再遊說轉入另一債劵基金,新基金免認購費,但舊基金要收2%贖回費,等於分咗2/3回報給銀行。苦苦投資一年,只得1%淨回報,跑輸安全到極的領匯 (823). 廿條街。不少港人,日夜埋怨「地產霸產」加害,永無出頭,卻矇盛盛地將血汗錢,長年累月由「生錢」變「死錢」。財富不得積累壯大,真是命數使然,而非自招? 12289;I.T. (999). 3040 0.25 0.8%. 12289;I.T. (999). 8705 1.75 2.1%. 很多朋友,都熱衷於投資、投機&#65292...從 小到大讀書&#65...
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1 黃國英節錄
2 業績後才出手 先贏為敬忌留戀過氣股皇
3 增加到投資組合中
4 增加到監視表中
5 免責聲明
6 公司概括
7 業務回顧
8 匯豐控股 5
9 的相關衍生工具
10 張貼者:
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黃國英節錄,業績後才出手 先贏為敬忌留戀過氣股皇,增加到投資組合中,增加到監視表中,免責聲明,公司概括,業務回顧,匯豐控股 5,的相關衍生工具,張貼者:,jason,沒有留言,以電子郵件傳送這篇文章,blogthis!,分享至 twitter,分享至 facebook,分享到 pinterest,簡單實用投資心法 一 :smart,s = specific 清晰明確,m = measurable 可量化,r = realistic 不難不易,t = time bound 有時限,風險漸增 度定後備劇本
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黃國英節錄 | excerptsfrom-alexwong.blogspot.com Reviews

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12300;凡治眾如治寡,分數是也。」《孫子兵法》. 同事早前去聽施永青先生的管理講座。施生強調:治理眾人時,如何分配資源、權責、利潤,是公司做大做強的關鍵–一字記之曰「分」 : 有利均霑、賞強罰弱,強者才甘心賣命;賞善罰惡,團隊方有紀律;責大利亦大、無不勞而獲,各人自會先公後私,眾志成城。同事嘆曰:「聽君一席話,勝讀十年書」,雖極老套,卻是感受至誠。 有 一近例:同事家人,一年前被銀行力銷「高收益債券基金」,驚濤駭浪,歷遍債務危機,還幸大步檻過,由敗轉勝,扣除5%認購費,實贏3%。銀行職員,竟敢邀 功,再遊說轉入另一債劵基金,新基金免認購費,但舊基金要收2%贖回費,等於分咗2/3回報給銀行。苦苦投資一年,只得1%淨回報,跑輸安全到極的領匯 (823). 廿條街。不少港人,日夜埋怨「地產霸產」加害,永無出頭,卻矇盛盛地將血汗錢,長年累月由「生錢」變「死錢」。財富不得積累壯大,真是命數使然,而非自招? 12289;I.T. (999). 3040 0.25 0.8%. 12289;I.T. (999). 8705 1.75 2.1%. 很多朋友,都熱衷於投資、投機&#65292...從 小到大讀書&#65...

INTERNAL PAGES

excerptsfrom-alexwong.blogspot.com excerptsfrom-alexwong.blogspot.com
1

黃國英節錄: 港股變「狼市」 贏錢要有堅定信念

http://excerptsfrom-alexwong.blogspot.com/2011/02/blog-post_9315.html

港股變「狼市」 贏錢要有堅定信念. 上 期講過Market Wizards裏的Michael Marcus,此君操盤,實屬神級,十年回報兩千五百倍(留意:是倍,不是%),傳奇非常。身受多劫,曲折離奇,終能悟道。初出道時不理好醜,但求就手, 瘋狂盲炒,輸到破產。最終體悟「坐這山,望那山,一事無成」之恨,在於心浮氣躁、缺乏耐性:出手太濫,值唔值搏,一律照搏。後嚴訂出手原則:基本因素、技 術走勢、大市氣氛,全部相就時,方下大注。精選交易,配合風險控制,終令Marcus成一方之雄。 老掉牙的80/20定律告訴大家:80%回報,來自20%交易,貴多不貴精,死做爛做另外80%對大局沒影響的交易,只是徒虛精力。有此感想,源於同事回 顧自己一個模擬倉的表現,發現回報中起碼一半,來自兩隻股票:理文(0746)及六福(0590)。餘下的交易,功過相抵後,才提供了另一半回報。 刻下要贏錢,信念(conviction)最重要。借用同事口頭襌:If you aren’t freaking convicted, don’t buy a single share&#1...訂閱: 張貼留言 (Atom).

2

黃國英節錄: 投資筆記歸納犯錯模式

http://excerptsfrom-alexwong.blogspot.com/2011/02/blog-post_4653.html

之前提過,勤寫投資筆記,有助提升功力。「知啦,煩氣!但係點寫,先最有用?」. 借 用《我比別人更認真》的理論,自我評估的重點之一,是找出犯錯原因。寫投資筆記,重點不是自我評價:做得勁好?還是好差?而是從過去的行為,歸納出犯錯的 模式(pattern,例如次次贏就贏粒糖,輸就死溝輸到爆廠),和背後技術、心理相關的原因。即是:「今次原來衰在XX上,下次我可以做XX,贏面就會 高D。」. 投資筆記,應取法乎飛機的黑盒(安全記錄儀)。一部飛機,有 兩個黑盒,一個記錄數據(data recorder),另一則記錄機艙通話(cockpit voice recorder)。同樣道理,投資筆記,也可分為兩部份:交易明細(trade log,如日期、買入賣出價)和情緒變化(自我心理對話)。 先交代交易明細那部份。借用商業顧問Rob Yeung新書 The Extra One Percent: How Small Changes Make Exceptional People. 想 從交易明細,歸納出犯錯的模式,可從以下五大範圍入手:注碼管理(如槓桿太大,輕微逆轉就要...訂閱: 張貼留言 (Atom).

3

黃國英節錄: 風險漸增 度定後備劇本

http://excerptsfrom-alexwong.blogspot.com/2011/02/blog-post_4190.html

12300;多算勝,少算不勝,而況於無算乎?」《孫子兵法.計篇》. 執筆時(29/10),仍維持中線睇好,倉位無大變動。睇好還睇好,為安全計,度定一個後備劇本,萬一戰況與所料有所偏異,也不致方寸大亂、驚惶失措。左度右度,義無反顧,強勢做好,有三大罩門:. 2 量化寬鬆:美國量化寬鬆,似望梅止渴,多於回魂丹。日本印鈔救經濟,印足十年,仍全無起色。據辜朝明(Richard Koo)的理論,地產泡沫過後,大眾週身債,舊債長還長有,節衣縮食都還到氣咳,低息只能治標。僥倖無買樓,都有機會失業;有工返,都會儲錢,有備無患, 多於舉債醉生夢死。社會整體需求不振,猛往銀行體系塞錢,有錢無人借,實是搔不著癢處。但撻着虛擬經濟,對實體經濟,未見其利,卻先受其害&#1...上述觀點,只屬後備劇本,無用過慮。但單因量化寬鬆四字,就今夜不設防,實太牙煙。股海從來是虎穴龍潭,加上滿街散戶,同路者眾,更應謹慎。 訂閱: 張貼留言 (Atom). 左揀右揀,買咗爛橙 - 應抓緊關鍵資訊. 港股變「狼市」 贏錢要有堅定信念. Simple範本. 範本圖片製作者: luoman.

4

黃國英節錄: 左揀右揀不如買齊一套

http://excerptsfrom-alexwong.blogspot.com/2011/02/blog-post_8723.html

股評人經常要答選擇題,多數是二揀一或者三揀一,例如應該買長實( 00001. 65289;還是和黃( 00013. 65289;,抑或新地( 00016. 65289;更加好。自己的標準答案是買齊一套,不應費神左揀右揀。就算大股入場費高,難以買齊,也不是二揀一的理由,因可借用牛熊證或股票期貨的槓桿。 香港有過千間上市公司,從中篩選剩下兩三間,代表已經相當有心水,實在無謂再縮窄範圍,何況買股票和賭馬賭對碰W不同,兩隻心水股一齊升的機會率頗 高,對碰W則擺明蝕硬一注。分散投資雖然削弱回報,卻大大降低風險,尤其是一隻和兩隻之間風險差異最大。而且為了二揀一,往往延誤了行動時機,腦內翻騰兩 者孰優孰劣,最終一毫子都沒有買。 喜歡選擇雖然多數是心理問題,但有時候卻有道理。同一行業內的公司,定位以至執行能力可以大有分別,同樣是積層板,十幾年來建滔( 00148. 65289;大大拋離了南興( 00986. 65289;,證明誤中副車的擔心絕對有理由。 訂閱: 張貼留言 (Atom). 左揀右揀,買咗爛橙 - 應抓緊關鍵資訊. 港股變「狼市」 贏錢要有堅定信念.

5

黃國英節錄: 這是最好賺的一季,這也是刀鋒舔血的一季

http://excerptsfrom-alexwong.blogspot.com/2011/02/blog-post_6616.html

這是最好賺的一季,這也是刀鋒舔血的一季。這是財富製造的一季,這也是財富轉移的一季。 第四季,宜投機,忌投資。主題:Reflation。 第三季開閘,死亡交叉,怒穿熊線,忽悠多少suckers?羊盡斬,固執的投資人接管,. 結局是絕地反擊。季內恒指升逾一成,轉眼又見22400。細股表現,更覺誇張,. 升三、五成者,多不勝數。喜洋洋之後,又屆苦思新一季策略之時。思前想後,. 化繁為簡,應市策略不離「順勢投機、戒心宜高」八字。 維持後市有力再上,主要原因,是十一月美國中期大選前,奧巴馬務必出盡法寶,. 以期刺激經濟,力保江山。日本的量化寬鬆,與美國「同業」相比,力度不遑多讓。 況且人同此心,看好中期大選前市況者眾,短線有力自我實現預言,不足為奇。 至於中國內地,十二五規劃的詳情,十月中旬將陸續出台。政策取向,. 相信會以縮窄財富差距為本,雨露均霑,和諧為要,以釋怨氣。國內經濟隱患不少,固本培元,. 手段卻有限:基建規模已大,內銀水源有限,難再萬萬億地大興土木;歐美復甦,. 有息打底,雖難言高增長,但難防群眾殺得性起,好壞都殺。 告別羊群,另覓良機。」. 訂閱: 張貼留言 (Atom).

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黃國英節錄

12300;凡治眾如治寡,分數是也。」《孫子兵法》. 同事早前去聽施永青先生的管理講座。施生強調:治理眾人時,如何分配資源、權責、利潤,是公司做大做強的關鍵–一字記之曰「分」 : 有利均霑、賞強罰弱,強者才甘心賣命;賞善罰惡,團隊方有紀律;責大利亦大、無不勞而獲,各人自會先公後私,眾志成城。同事嘆曰:「聽君一席話,勝讀十年書」,雖極老套,卻是感受至誠。 有 一近例:同事家人,一年前被銀行力銷「高收益債券基金」,驚濤駭浪,歷遍債務危機,還幸大步檻過,由敗轉勝,扣除5%認購費,實贏3%。銀行職員,竟敢邀 功,再遊說轉入另一債劵基金,新基金免認購費,但舊基金要收2%贖回費,等於分咗2/3回報給銀行。苦苦投資一年,只得1%淨回報,跑輸安全到極的領匯 (823). 廿條街。不少港人,日夜埋怨「地產霸產」加害,永無出頭,卻矇盛盛地將血汗錢,長年累月由「生錢」變「死錢」。財富不得積累壯大,真是命數使然,而非自招? 12289;I.T. (999). 3040 0.25 0.8%. 12289;I.T. (999). 8705 1.75 2.1%. 很多朋友,都熱衷於投資、投機&#65292...從 小到大讀書&#65...

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Excerpts From A Manuscript

Excerpts From A Manuscript. Wednesday, September 4, 2013. 8216;Hear instruction, and be wise, and refused it not’. 8220;I hope the fruits of my labor are ripe for many generations to come.”. Friday, July 19, 2013. The Vulnerability of Love. Have you ever seen someone in love? Wednesday, May 15, 2013. Cycle of Life - Reality of Life. What happens when this young person gets hit with the cold hard reality of life? You will laugh, cry, love, hate, sometimes all in the same day. Monday, May 6, 2013. I’...

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Excerpts from a Thai Journal

CLICK HERE FOR BLOGGER TEMPLATES. Excerpts from a Thai Journal. Wednesday, February 25, 2009. Week 4 Blog: Fight or Flight. As I entered my third week in Phuket, I realized that my stay here would be ending soon. So, I started making a list of everything I wanted to do before I left. First on my list was to learn Thai massage. My favorite masseuse in the world, Sue, offers Thai massage lessons, so I decided to take her up on that offer. The third week was also a week of interesting Thai foods. This week ...

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Excerpts From A Work In Progress

Excerpts From A Work In Progress. Ill-informed and oft-hastily-composed rants on literature, film, tv, sports, politics and more! Saturday, October 02, 2010. And Apathy Sets In. Somewhere, Jim Donnan is pissed off. They lose to Florida in Jacksonville again, the third straight loss to the Gators. The starting QB has an alleged injured throwing hand is out for the final two games of the year; the Dawgs lose in OT at Auburn, and then are beaten at home by Georgia Tech. Now he's gone, and UGA has better def...

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Excerpts from Baha’i Talks, Messages and Articles

Excerpts from Baha’i Talks, Messages and Articles. March 14, 2015. Simplicity is the basis and order of Bahá'u'lláh's life - by Hand of the Cause Abu’l-Qasim Faizi. Hand of the Cause Abu’l-Qasim Faizin (Excerpt from a talk:. Commentary on the Kitab-i-Aqdas. February 8, 2015. Understanding the Book of Aqdas may be challenging for some due to one’s unfamiliarity with past religions - by Hand of the Cause Abu’l-Qasim Faizi. Hand of the Cause Abu’l-Qasim Faizin (Excerpt from a talk:. January 4, 2015. In the ...