Watering (灌水)

发表于 2013-1-9 10:37 AM
Bot TNA 70.17 :: 24% SAC


发表于 2013-1-9 10:52 AM
Sold EDZ 8.90


发表于 2013-1-9 11:10 AM
Bot QLD 57.73 :: 23% SAC


发表于 2013-1-9 11:31 AM
Bot FAS 134.41 :: 23% SAC


发表于 2013-1-9 01:15 PM
偶越是灌水越是覺得無聊 ... 偶越貼實時操作帖越是不理解偶在幹什麼??? 到底有沒有人看? 如果有人看到底有沒有人跟? 如果有人跟到底有沒有全跟著一塊賺錢? 大話偶不敢說 - 但是華爾街那些基金全都是廢物! 同學你去看看去年它們基金的 performance - 簡直就是爛! 基本上是在比賽不要賠錢就好 ... 能夠有 20% 收益的就是超級明星基金了! 幾百個基金找不到兩三個有 20% 收益的 ... 偶越來越懶得貼了! 如果無法做到封閉俱樂部 ... 那偶就想喊停了! 想跟著偶的同學自然會想辦法找到偶 ...


发表于 2013-1-9 02:32 PM

bucks 发表于 2013-1-9 02:06 PM
刚好有个问题， GDX（或 牛哥）雪大怎么看？再等等？

牛哥偶還沒進 ... 雖然這裡可能會形成第二支腳做成W底 ... 但是因為它看起來還在下跌中 - 所以偶還沒進 ...


发表于 2013-1-9 02:37 PM

milan1126 发表于 2013-1-9 02:32 PM
雪大说得是啊，去年hedge fund average return不到2%，很多曾今辉煌的manager都吃瘪不玩了，所以这几年交 ...

偶去年(2012)的 20% 成長在第一季就實現了(因為2011偶進貨在最低點附近) ... 後來第二季到年底基本上都是多賺的 ... (偶也懶得算也懶得關心到底賺多少 ... 大概可能又是另一個 20% 吧) ... 今年(2013)一開春又是開門紅入帳不少 - 偶實在是越來越懶得去關心到底多少%了 ... (因為哪個數字基本上是沒有意義的東西)


发表于 2013-1-9 03:28 PM

lilitulip 发表于 2013-1-9 03:12 PM
What do you think about EEM (for weeks)? thanks

EEM is still in its bull run. It has taken 02/29/2012's high, so next target will be 2011-05's high ($50 area)


发表于 2013-1-9 04:53 PM
I'll sell TLT and then buy EFA with the same amount of allocation at MOC.


发表于 2013-1-9 05:26 PM
交代一下今天的期貨倉位變化:

1.
On Wednesday, January 9, 2013 12:43:13 AM UTC-5, snowrider wrote:
掛個單去睡覺了:
To sell JY 11392 X
On Wednesday, January 9, 2013 10:01:19 AM UTC-5, snowrider wrote:
JY stopped out

2.
On Wednesday, January 9, 2013 9:18:58 AM UTC-5, snowrider wrote:
Added up CL long 93.16

3.
On Wednesday, January 9, 2013 9:32:08 AM UTC-5, snowrider wrote:
Bot ES 1456.00

4.
On Wednesday, January 9, 2013 11:51:10 AM UTC-5, snowrider wrote:
Bot EC 1.3073

发表于 2013-1-9 05:26 PM
偶目前的倉位:

Big Troop (大部隊):
- EEM 25% ($41.29)
- EFA 12.5% ($57.19)
- IWM 12.5% ($79.68)
- SPY 20% ($146.06)
- Cash 30%

SAC Troop (二砲部隊):
- BAX 11% ($67.81)
- FAS 23% ($134.41)
- QLD 23% ($57.73)
- SCCO 5% ($38.71)
- SRPT 5% ($26.40)
- TNA 24% ($70.17)
- URBN 7% ($40.66)
- USG 8% ($27.06)
- Cash -6% (in margin)

SOF Troop (Special Operations Forces) (特戰部隊):
- CLG13 (二月輕原油) long (92.51, 93.16)
- ECH13 (三月歐幣期匯) long (1.3073)
- ESH13 (三月期指) long (1456.00)