[請益] 怎麼面對持股創新低+fomo病快發作
就是有幾個佔比很小的雜質股票,雖然占比真的很小,也想過忍痛虧損賣出,但要找到漲
的一天都困難,人家說不能殺低追高,散戶切忌追高殺低,要砍掉也要有尊嚴的砍掉,但
還是沒有這個勇氣,因為砍掉後很有可能追高其他權值股或大盤,儘管現在全面樂觀,也
不一定是追高。
但錢放在那邊,可預期10個月內應該不會生任何錢,這種情況下別人在數鈔票,自己在當
盤子,比美債ETF蛙還悲催,債蛙可以催眠自己套著配也舒服,而這些每放一天就是沒得
配,套著非常不舒服,很痛苦。
其實認真講,痛苦來源大部分在權值股大盤創新高。也不是空手仔,只是相比那些個股,
持有比例還是太少…
其實你知道那些創新低的個股,因為景氣循環總有一天會回去,但何時不知道。
你也知道這正在狂飆的大盤和某些權值股總有一天會休息…但何時呢?現在景氣燈號是綠
燈,應該要強力買進,可是這狀況,大盤或某些權值股,究竟有沒有背離燈號?
現在已經不求填息或站回某某均線了,比起資金被困住的問題,更大的煩惱在於:怎樣解
決快要fomo的情緒?
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貨櫃航運與營建,運價指數不可能永遠低迷,營建政策利多總會出現,營建還抱上抱下,
快要跌破均價了。
所以說景氣循環總有一天要回去的
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貨櫃航運,只要人類有國際大宗貿易的需求,只要出口還暢旺,會回去的
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貨櫃航運與營建,營建9月初宣布加大放款水龍頭時,有出掉一點,剩餘的抱上抱下,又
快要虧損了,貨櫃航運好像永遠沒有正收益,聽說今年能夠拉的貨都在6月初拉完了,那
些主要航道旁的組織也突然不打仗了
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還有 126 則推文
還有 4 段內文
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※ 編輯: bingoking (223.136.19.6 臺灣), 09/22/2025 16:46:03
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有算過全部砍掉大概可以買90幾股台積電,然後配上本來的台積電持股,3個月領一次息
,就算之後下跌,好像也可以催眠自己「套著配也舒服」,其他股票就不行了,明年長榮
配得再高,都沒有台積電這麼性感~
台積電2025全年EPS,粗估65x本益比22倍=1430,好像真的會贏,還有肉。
※ 編輯: bingoking (36.227.188.130 臺灣), 09/22/2025 22:29:28
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