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myinvestmentnotes.com

My Investment Notes

A blog where I take notes of my investment and trading activities. My investment interest includes U.S & international stocks, ETFs, and mutual funds.

http://www.myinvestmentnotes.com/

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My Investment Notes | myinvestmentnotes.com Reviews
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A blog where I take notes of my investment and trading activities. My investment interest includes U.S & international stocks, ETFs, and mutual funds.
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My Investment Notes | myinvestmentnotes.com Reviews

https://myinvestmentnotes.com

A blog where I take notes of my investment and trading activities. My investment interest includes U.S & international stocks, ETFs, and mutual funds.

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過去一年,筆者所經歷的轉變都挺大的,由首次投資海外的農地、開始嘗試寫網誌、以至後來換了工作,管理更大的基金。得到的多了,同時健康亦比以前差了。每日光是投資相關的工作和閱讀,動輒就十二小時以上。工作以外的事,筆者已感到力有不逮。近來在網誌上較少更新,敬請大家見諒。 回顧2016年,能夠投資的資產確是不少。年初新興市場股票以低於兩個標準差的估值折讓大平賣,巴西是筆者於16年1月的Top Pick,最後它和俄羅斯都成為全年大贏家,儘管巴西當地經濟一如眾人預期般差,股市最終卻有均值回歸 (Mean Reversion)。而敢於在2月入市買環球股票和高息債的人,去年的投資回報都不會差。美股上升的幅度亦超乎筆者的預期,由年初升到年尾,由極度恐慌變回極度樂觀,過早的看淡,是筆者這一年犯的最大錯誤。不過,當下的極度亢奮的投資情緒,只會令牛市的剩餘壽命更短暫,我亦不擔心能再升多高&#12...不過,香港的商業物業的確受惠人仔逃亡潮,愈來愈多單棟物業整棟出售,而價錢亦不合理地貴,香港被中資買起這個事實,雖然我不願意見到,但卻一步一步實現中&...免責聲明:本網誌屬個人網誌,一切言論純屬個人意見&...臨近年尾&#65292...

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My Investment Notes

MyInvestmentNotes.com is a personal website where I take notes of my investment and trading activities. Saturday, October 1, 2016. Weekly Trading Summary - 09/26/2016. 标签: weekly trading. Sunday, September 25, 2016. Weekly Trading Summary - 09/19/2016. 标签: weekly trading. Saturday, September 17, 2016. Weekly Trading Summary - 09/12/2016. Bought ORCL before earnings release. DB received a $14 B fine. 标签: weekly trading. Friday, September 2, 2016. Weekly Trading Summary - 08/29/2016. Sunday, August 28, 2016.

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