今天这个TRADING NOTE比较重要，希望大家能够仔细看。我在群里也讲了，动能股票离中期调整的结束已经非常近了... ... 中期建仓动能股票开始变得靠谱起来。如何定义“靠谱”：就是风险可控... ...

 

The good news 是我们懂得观察一些风险系数较高的ETF的流变(今天Apr.30与前两天的区别是已经三剑合璧QQQ, XLY, IWM)，动能股票的筑底离不开它们。在NOTES里有详细解释。

 

我个人比较看好的动能板块如下：

Bio: CELG/ILMN etc

Solar: SCTY etc

Auto: TSLA

3D: SSYS/DDD

Social: FB/YELP/TWTR etc

GOOGL

其他的一些也都不错，看大家自己的偏爱了。

 

我之前戏称的Sell in Apr, buy in May, 有可能在动能股票上体现出来。目前华尔街的共识是做空买反指，我却觉得共识的东西多半会被推翻。我对Sell in May 非常不认同。我们需要有自己的策略，哪怕最后证明是错的，至少我们知道自己为什么去做，总比盲目跟风好。如果真错了，最好就是马上认错，把损失减小到最小，这就是一个交易员生活的正常组成部分，也是a part of trading business. 

 

 

Good luck ! 

Disclaimer: All the trade ideas mentioned here are NOT investment recommendations

BSI* is NOT a Broker Dealer, and BSI* is NOT an investment advisor. The information provided in this place neither is, nor should be construed, as an offer, or a solicitation of an offer, to buy or sell securities. You shall be fully responsible for any investment decisions you make, and such decisions will be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance, and liquidity needs.

BSI refers to Beacon Securities Institute and their teachers including Hong Wang, Hong Xue Tong, Situ Jie