Zhonggai Internet has basically paid back its capital, and with the addition of Tencent, which was bought directly, it now has a 10% overall profit, but it also made some mistakes in the process, so I would like to reflect on it
1. The Fed’s interest rate hike was insufficiently predicted
In 2021, when everyone was desperately investing in the probability, the author had a few analysis, which probably means that the policy has been relaxed, the valuation has been reasonable, and the off-market premium rate is not high at that time, and the Fed is expected to raise interest rates in March. It is possible to make a fixed investment slowly, but, I did not expect to add it for a whole year, and the frequency is high, the amount is large, and the Hong Kong stock market is directly put on the ground, which directly leads to the error of fund reservation. In the end, it is very dangerous to buy Tencent at the end of the other end. deep reflection
2. Off-market limit
This is also unexpected. From 500 at the beginning, to 300 and now to 100, the possibility of lowering more costs at the bottom has been lost, so the cost has been passivated very early. Get a lower cost, (the biggest difference between Zhonggai Internet and Hang Seng Technology is that Tencent and Ali account for more than 50% in Zhonggai, while Hang Seng Technology is more balanced), and I am more optimistic that Tencent and Ali can buy it. fine tune your strategy
3. Hesitation
At Tencent’s price of 198 yuan, I hesitated (it’s a lie to say that there is no hesitation in this kind of drop), and I didn’t dare to buy it ruthlessly. I also doubted whether I made a wrong investment. My cost was 290 yuan. Too much, it’s already very low, I didn’t expect it to fall again, directly penetrated my anticipation line of defense in my heart, I still don’t have enough firmness, I need to continue to practice
Deeply reflect on 2022, deeply reflect on Zhonggai ‘s investment, and hope to learn from it in the future
There are 31 discussions on this topic in Xueqiu, click to view.
Snowball is an investor social network where smart investors are all here.
Click to download Xueqiu mobile client http://xueqiu.com/xz ]]>
This article is transferred from: http://xueqiu.com/7417020255/239524169
This site is only for collection, and the copyright belongs to the original author.