A friend asked: "The medical ** has fallen by more than 30, do you want to cut the meat?"”
A: If you are optimistic about medical care before you don't have it, then you must have an in-depth understanding of medical care and confidence in the medical industry. So why do you think about whether to cut meat after the medical ** plummeted, after it became cheaper and more valuable for investment?
The ** that I am optimistic about is cheaper, not only should I not cut the meat, but I should vigorously increase the position. Selling because of *** is one of the dumbest actions of investors.
Unless, the fundamentals of the medical industry or medical ** that you were optimistic about have changed significantly. For example, when major fundamental issues arise, such as people no longer need medical treatment and medicine, we should change course. Have there been significant changes in the fundamentals of the healthcare industry?Definitely not.
Or, you didn't consider the fundamentals of medical care before **, and you don't understand the fundamentals. You originally came here to speculate on medical treatment. Then the medical ** has fallen by more than 30%, and you only then remember whether to cut the meat. That's too slow, isn't it?From a speculative point of view, you're not doing well enough. You should stop your loss when it falls below ** or floats by 10 pips.
In short, if you don't speculate, then the current medical treatment is a good long-term investment opportunity, not only should not cut the meat, but should vigorously increase the position.
Generally speaking, the vast majority of ** do not need to cut meat after the big fall, because ** mostly represents an industry or an index, which is essentially a combination of a basket of excellent companies, as long as there are no major problems in the industry, and eventually with the passage of time** net value will rise back. This is completely different from holding one, and it is possible that a 50% drop is just a relay. **The operation is much more difficult.
A fan friend asked: Excuse me, what do you think is the cost performance now?
A: Not bad. Technology 100 Index, Dividend Low Volatility Index, if you had to pick one, which one would you choose?
A: I will choose both. Don't choose one or the other. Mature investors don't do multiple-choice questions, and mature investors generally want good **.
There are many cyclical stocks with low dividends, and you have always said that you are not very optimistic about coal and oil, can there be such a high dividend yield in the future?Also, do you feel that the position of U.S. stocks is very high, or is it better not to buy them?
A: Investing itself is a game of probability. What I'm talking about is just a high probability and there is no guarantee that it will happen 100% sure. I think U.S. stocks are likely to be in a higher position, so I don't invest in U.S. stocks now. Of course, I may be wrong, but I don't regret it.
A reader asked: **Plummeted, can I buy it now?
Answer**The bigger the fall, the more suitable it is to buy**. The benefits of buying ** are as follows:
1. Diversify risks and avoid black swans.
In the event of a sharp decline or bear market, listed companies are more likely to have black swan events. Investing in ** is very risky. At this time, we can diversify the risk by investing, and the impact of the explosion on us will be small or even negligible.
2 **Initially, the industry sector or index will be the whole**, and the investment income is not low.
* Generally represents an industry or a certain index, when ** begins to rise from the bottom **, it is generally the overall sector up, so the investment ** return is not low. Sometimes it's even much higher than what we hold.
3 People who have weak stock selection ability or can't see the company's fundamentals clearly, it is more suitable to buy **.
The vast majority of people do not have the ability to understand the company's fundamentals, especially when thunderstorms occur frequently in the bear market, at this time, *** can solve the problem of people's lack of stock selection ability. Replace your stock selection with a combination of a basket of excellent companies.
4 ** The ability to resist risks is stronger, and you can buy more and more if it falls.
*Generally a copy of an index or a certain industry, and the probability of a major fundamental problem in the industry or index is extremely low, much smaller than ** or a company. Therefore, as long as it is a big fall, under normal circumstances, you can buy more and more falls, and in the end almost 100% will make money.
The current sharp decline has given us long-term investors the opportunity to lay out industries and indices at low prices. This is a rare opportunity in ten years, and how many decades are there in the life of a lifetime