Snowball Special Issue 050: "12 Ways to Make Money"

Chapter 14 Entered the market for 13 years and earned 43% this year
Dean_丁丁，个人投资者，发表时间：2014-12-30，雪球APP下载：http：//xueqiu.com/r/2YviQn；原文链接：http：//xueqiu.com/2129489320/34665581
2014 is my second year of full-time stock trading and my third year of professional investment.At the same time, I have been involved in the stock market for 3 years.Make a summary in advance today.

1. A systematic summary of investment philosophy.

So far, we have formed a system of stock selection methods such as growth stocks, theme stocks, value stocks (including reversal stocks), and trading systems.These methods are not obtained simply by reading books, but are summed up through one's own experience, and are highly operable.In the future, there will be no major changes in investment methods, just follow these methods and adopt different methods according to different market situations.These methods have become articles, and I will compare them from time to time.

Many investment principles can only be understood after years of fighting in the stock market.By the end of 2014, no longer stick to one sector and one kind of thinking, and no longer use the same method to operate the stock market for many years in a row.In the end, I summed up my own 6 steps to make stocks in the general trend (please check my homepage for related articles).These 6 steps are basically the direction of future operations.The specific investment methods for stocks such as growth stocks, theme stocks, and value stocks are a detailed supplement to this 6-step process.

2. On the platform of Xueqiu, I showed my thoughts and made some friends.In the second half of the year, while operating, systematically summarize and publish your own investment ideas on Snowball.The number of fans on Xueqiu increased from 1000 to 30000 within half a year.Of course, the number of fans is not what I am after. This just reflects my investment ideas and published articles are recognized by everyone.In addition, Xueqiu's "what to buy" combination can be a good test of one's investment philosophy.

I also read some big V's investment ideas on Xueqiu, and learned some good ideas.Relatively speaking, people tend to be superstitious about authority, and this needs to be overcome.Don't trust anyone, including me.Everyone's speeches and stocks should be viewed as objectively as possible and considered from multiple perspectives in light of the market.

3. In terms of grades. In 2014, the personal account was about 43% (up to 50% and down to 43%).Other accounts approximate.This is a real result of the total funds in the personal account, and no financing leverage is used at all.Although I have many regrets about this achievement, I am still satisfied. After all, I used a combination method similar to private equity funds, which also exceeded my goal at the beginning of the year by 30%.In addition, my investment philosophy has been greatly improved, and I believe that I can continue to achieve results in the future.

In addition, my pursuit is absolute income, not comparing with the index, not comparing with others, let alone a master.So please don't come and PK with me.If you have achieved better investment results than me, congratulations, I learn from you.

4. Summary of the market.

In the first half of 2014:

The surge of the GEM in 2013 made the focus of the hot spots in the market in the first half of 2014 still focus on the GEM and small stocks.Small stocks on the main board have also suffered a lot of hype due to shell resources.Restructuring stocks have become a hot spot in the market.In the first half of the year, the main board was weak and continued to slump.

The issuance of new shares resumed in the first half of the year, and there were two good investment opportunities for new shares.Some good stocks have appeared, such as NetPosa, AIA Ceiling and so on.At the same time, some other stocks were wildly hyped, such as Sunlight Technology, Dingjie Software, Jinzheng Stock, Inspur Information, etc. TMT, software and information security stocks.

As for myself, the stocks I participated in in the first half of the year mainly include Jingsheng Electromechanical (Sapphire Concept), Risen Energy, and Laimei Pharmaceutical, which has been involved since 2013.In addition, I also bought new shares of Simei Media and Halo Xinwang.Les Mills, Simei and Halo performed averagely.In the first half of the year, three stocks were stopped: Guanghui Energy, Wanshun and Ripbio.

Second half of 2014:

In the third quarter of 2014, ChiNext performed well and continued to rise.In terms of theme stocks, military industry, large aircraft, high-speed rail, nuclear power, etc. took the lead in making efforts.Leading stocks have risen by about 4 times.The main board started to strengthen gradually in July, and then became stronger and stronger.By the fourth quarter, it became an outright large-cap show.This market show, when the market was 7 points in July, was completely unexpected, at least I did not expect it.The main stocks to be operated in the second half of the year are Kangni Electromechanical, Zoomlion, and Western Mining.However, Sany Heavy Industry and Guohai Securities, which were previously bought, were sold out when the profit was not large due to some reasons, and missed the main Shenglang later.

At the beginning of the fourth quarter, I became cautious.After the news of the registration system was announced (November 11), I thought about it for a few hours and decided to give up small-cap stocks across the board and switch to the main board of the Shanghai Stock Exchange.I liquidated all my small-cap positions within an hour of the market opening the next day.This is entirely my own decision without reference to anyone else.Facts have proved that this transformation is correct.The GEM was booming for two weeks later, and then new stocks began to plummet.By the end of December, some stocks had fallen by 19% - 2%.After the Shanghai Composite Index broke through 12, the surge in cyclical stocks and brokerage stocks and the surge in trading volume exceeded 30 billion, which made me realize that the main board bull market has arrived.I started to fully switch to multi-operation motherboards and quickly filled the warehouse.Throughout the second half of the year, no obvious stock selection error occurred, and no large stop loss occurred.

Changes in the stock market are very fast, and many trends are happening quietly.For example, in the first half of the year, the GEM first fell and then rose; countless shell stocks on the main board rose by 50%, and the new stocks on the GEM were hyped. The more fried the higher.Among these opportunities, as long as one or two of them are seized, it is easy to realize substantial profits.But how easy is it?For ordinary people, it is not bad to be able to catch a paragraph.Or, the majority is not involved at all.At least the four professional traders I know don't participate much in popular sectors.In particular, I have set a 1% upper limit for individual stocks (the purpose is to prevent black swans), and I have operated many bull stocks in a year, such as AIA Ceiling, Jingsheng Electromechanical, Dongtu Technology, Kangni Electromechanical, etc.If these stocks are all full positions, it is easy to achieve a 2% return.But the fact is so cruel. It takes a lot of time research, judgment and comparison, appropriate intervention and exit points, and pressure to achieve a substantial increase in all funds in exchange for it.

5.2015. Expectations for [-]

Based on my personal experience, throughout 2015, at least the first half of 2015, I will mainly operate on motherboards.At the same time, we will pay attention to the opportunities of good growth stocks after the IPO of new stocks.After all, trends in the stock market shift every year.Continuous research, operation from the beginning of a trend, and continuous search for undervalued sectors and individual stocks are all indispensable factors for operating the stock market.

Based on the continuous improvement of the investment level and the basically fixed methods, I plan to focus on observing the market and looking for opportunities throughout 2015, instead of summarizing and learning a lot of ideas.Hope to achieve more than 2015% in 50, at least 30%.

I wish everyone a successful investment in 2015!
(End of this chapter)