一周学习小结: 投资过来人的经验
在投资精进的道路上，学习与实践并行。
最近看了很多投资youtuber的视频， 很有收获，以下是从视频“16年投资经验总结” https://youtu.be/bPVivEsISM4?si=d5dtyexHRMFPrwB5 摘取的一些投资建议：
1. 要有长期投资的心态
2. 选10到20支股，多元化投资，在各个领域都有布局
3. 选股的原则：首先要了解这家公司是做什么的，商业模式是什么；然后再考察财务状况；最后查看估值。
4. 如果是购买公司未盈利的潜力股，不要投入太多资金。
5. 研究old great business models and current dominant businesses，思考到底是什么让他们成功, 这样可以帮助你认出great future business models.
6. 听earnings call, 如果你有这个公司的股票，那么要听两遍，可以把速度加到1.5倍
7. 要清楚你选的股是属于GVD的什么类型：
- G: Growth：perform best in risk on markets, worst in rick off.
- V: Value: disappointing in risk-on markets, but rewarding in risk-off market (recession, high
- D: Dividend
有的股票可能具有1个或所有特质
8. CEO 很重要，a great CEO can make a company, a bad one can ruin a company.
9. Recurring revenue business models are magic (software, SAAS)。
10. A great Balance sheet gets companies through tough times: low debt, plenty of cash.
11. revenue and net income in up trend on a TTM basis.
12. gross margin ideally 50%+, net margin ideally 10%+
13. if margins ever go down, find out why; if margins ever go up, find out if sustainable, 这个可以通过听earnings call或者看quarterly report.
14. Companies that have customers that love their product/service are usually successful.
15. Companies that seem to have a monopoly are at risk of destroying themself.
16. 再好的公司在经历15-25年后也会被其他公司取代。
Time in the market beats timing the market.
18. look over your portfolio in depth each month.
逆市而行
19. In strong risk-on market（Nasdaq flying high), 其他人都在买growth stock, 你要买value/dividend stocks；
In strong risk-off market(Nasdaq falling, growth stock perform badly), 你要买strong growth stocks.
20. Fed lowing rates doesn't always mean great things for investors.
Fed raising rates doesn't always mean doom for investors. (2022 is an example)
21. Inflation hurts some companies while it helps others, deflation hurts all(generally speaking).
22. 听反方意见，如果你觉得前途一片大好，听听熊市的分析。
23. if you buy a company and it does better than you imagined then hold tight.
24. Sell when overvalued, bad company, or need money for extraordinary opportunity.
25. Never fear recessions - welcome them.
26. Reinvest all dividend money immediately.
27. Don't take money out of portfolio unless you are retired.
28. Be suspicious:
- forward P/E < 10
- international markets (they are always cheap comparing to U.S market)
新动作：
卖了两股IONQ, 因为我感觉对于这个潜力股没有很好的做研究，也只买了两股没有什么意义，如果我经过研究之后认为这个公司确实有可能成功，那就多买点，否则直挂两股在那里只会分散我评估portfolio的精力。
卖了两股特斯拉，因为Q1的财报确实不咋样，而且我也只有4股，卖两股可以买其他股票。
买了些亚马逊，因为价格比较划算，如果有更多资金会多买几股。
加仓了AMD, 因为看了一些评论感觉这家公司有很好的产品，而且很有上升空间。当然我并没有研究财报，这是我的短板，还正在学习。
加仓BAS和DTG, 一个是化工企业，一个是做货车的，都是老牌公司dividend stock.
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