选股百发百中 - 牛眼投资法

Emphasis on stock picking, less on the index, the adopter must have a deep understanding of individual stocks. The sharpshooter usually has only two particle bombs, and the first shot misses the second one, and then slips away without hitting it. Only the recruits used machine guns and fired guns. I hope there is a shot.

"Taking the bull's-eye" is like the protagonist in the movie. Before you knock down others, you are first beaten by others! The feeling of "shooting the bull's eye" is like winning the woman's heart more than once again, love and success. In real life, people can only pursue once and fall in love once. When they win the heart, they will get married, and they are not allowed to have a second time. In the stock market, it is allowed to pursue once and for all, even bitter love, and finally succeed.


Bull's eye investment law:

First, confirm the market trend and the rise and fall of the industry

Observe the market trend from the perspective of macroeconomics. The "market trend" and the industry's ups and downs cycle are very important, and they are the basic skills of investing in the stock market. (In the past, Mr. Cao spent 12 hours a day watching financial news from around the world, browsing more than 60 financial websites, and reading various research reports on important international financial websites.)

Second, the selection of second-line bulls eye stocks

Stock picking is more important than looking at the index, and the stars of tomorrow are found in the general trend. Companies must have good management and their industry is in a period of growth. Generally, the following conditions are met: 1. The stock is listed for about 5 years; 2. The market value cannot be too large, the US stock market is 5-10 billion US dollars, and the Hong Kong stock market is about 4 billion Hong Kong dollars; 3. The company begins to turn losses into profit, and the gross profit margin rises to 15%. Above, the market share is above 2%; 4, the company must have positive cash flow; 5, the major shareholder holds 50% or more of the company's share capital; 6, the stock price has risen by more than 25% from the lowest price in the most recent year.

Third, scattered buy, concentrated shareholding

When the company's share price rises by more than 15%, it means that the current situation is favorable to the stock, you can buy it, and select 3 to 6 second-line stocks in the same industry at a time, and divide the funds into 3-6 shares. The funds should not be too scattered, and the shareholding should be less than 10.

After buying, check the stock picking performance every month. After one month, sell the one that underperforms the market or the worst performance. Sell the one with the worst performance next month. Finally, the funds are concentrated to the best performance 2~ #only.

The funds invested in each share shall not exceed 10% of the total amount of funds, and the shareholding of each share shall not exceed 25% of the total investment capital of the fund.

As long as the trend has not changed, policy and company fundamentals remain good, you can always hold shares until the profit exceeds 100%, or sell at the end of the trend. In addition to looking at the fundamental factors, the stock selection can also be assisted by technical indicators such as RSI and MACD, but the indicators can only explain the short-term trend and will not help the long-term analysis. Strong stocks are the RSI upswing, often rushing to above 80, and will not easily touch below 50.

Fourth, insist on stop loss not only earn

Stop loss: 1. Loss exceeds 20% and stop loss immediately. Dropped to 15% to study immediately, over 20% immediately stop loss; 2, the trend changes. When the stock price turned from a high level to a 15% drop, or after the announcement of the results, the stock price plummeted by more than 20%, indicating that the upward direction has changed.



The method of predicting bubble blasting - When the stock market continued to rise for a period of time, the stock price of the stock suddenly fell 15% for no reason, and then suddenly rose sharply. Learn to play in the bubble.