Say goodbye to 2022, let’s meet in 2023

To sum up my 2022 in one word, mediocrity is the most suitable word for me. Almost every trading day in 2022, I will open the trading software at 7:30 in the morning, look at the news, and hope that the stocks I hold will rise sharply. It can be said that I am full of confidence (perhaps every stockholder You all have this feeling!), until the opening of trading at 9:30, I will keep watching the changes in individual stocks. Since I started stock trading, my lunch break habit has disappeared. I simply eat something and start watching the market in the afternoon. At work, when the market closes at 15:00, I will review the market, and I often stay in the US stocks until late. The hardships along the way in 2022 may only be understood by investment friends who have passed by together. This year is not easy, and you will know how tired you will be if you have experienced too much. But no matter what, we have come here, let us bid farewell to 2022 and meet in 2023, see you all. 1856121e6c42f8883fe74a31.jpeg

1. The year 2022 I walked through

It ‘s been a busy year , and the rewards haven’t been what I initially thought. When I just sent away 2021, I was full of hope for the investment road in 2022. It was not until today that I turned from full of expectations to a plummet.

January: All the hot spots in the market turned off, and the entire sector fell sharply. At that time, I was in a state of confusion, but I could understand it. After all, the market will reach a high of 3,700 in 2021. It is normal to pull back even though it is a loss Nearly 32%, but still within the acceptable range.

February: Full of expectations. In February, with the sharp market correction, the valuation of the market is already very low. As I expected, the market has picked up and the income has gradually improved. Until the Russian-Ukrainian conflict happened on the 24th, I was a little panicked at this time, but the loss in January was huge, and I was already in the quagmire, and it was impossible to get out of the whole body, so I planned to take a gamble.

March: As expected, the market continued to fall in March due to the impact of the Russia-Ukraine incident. In addition, on March 16, in order to deal with inflation, the Federal Reserve started a new round of interest rate hike cycle, which caused me to be full of panic about the market. At that time, I didn’t know what to do. It was impossible to cut the flesh with a serious loss, so I just broke the can and smashed it. I thought that the year of 2022 had just begun, and there would be more opportunities in the future, so I panicked and hurried March has been busy.

April: Extremely pessimistic , the loss rate was really huge. I was in a state of depression at the time, and I didn’t want to talk to others. I thought that stock trading was not doing business properly. Where there is still the desire to make money, I just want to get back my capital. At that time, I just wanted to pay back my capital and left. I didn’t even dare to open the account. I couldn’t bear it anymore, so I drank some wine by myself. The market also ushered in the 2863rd low, and the effect of losing money was obvious.

May and June: The willows are dark and the flowers are bright. After the painful experience of the previous four months, the market is slowly stabilizing. After more than three months, with the joint efforts of everyone, the Shanghai epidemic has gradually come out, market expectations have been released, and favorable policies have been continuously introduced, and the listing has come out of the bull market. I remember that someone said that the A-share market would stand at 4,000 points and start a bull market. At that time, I seemed to have forgotten the pessimism in front of me. I was full of hope for my investment as if I was full of chicken blood. I rushed into the bull market, but real life will not be as bloody as a TV series. We don’t have the halo of the protagonist. There is always a little bit of luck.

July: The confusion came again. At that time, some kind of information appeared in the market in April. Some people shouted that 2022 is the year of infrastructure construction. At that time, $Zhejiang Construction Investment (SZ002761)$ and $Ningbo Construction Engineering (SH601789)$ appeared … Wait for the monster stocks, I have laid out the infrastructure sector before, and the market was very enthusiastic at that time! And I perfectly missed the rise of the new energy sector, and fell into confusion again. The confidence I just came up was suppressed by my own layout. It really corresponds to the sentence that everyone else is eating meat and only I am being beaten.

August: Not to be envied, as the new energy automobile industry kicked off with favorable policies in August. On July 29, the National Standing Committee made it clear that the new energy vehicle purchase tax exemption was postponed, which relieved the industry from a major worry. The whole vehicle sector rotates, and there is an enviable market price in this sector $ Zhongtong Bus (SZ000957)$ , Ankai Bus… the monster stocks, unfortunately, I have no chance with myself, because I am deeply trapped by the previous infrastructure sector, It’s like a company has no cash flow, loses the right to choose, and a wave of market conditions has nothing to do with itself.

September: Regret, the prospect of A-shares turned optimistic, but good times are always so short-lived. The Fed’s interest rate hike triggered another wave of panic in the market. When I bought infrastructure stocks, they were already at a high level. Fortunately, I bought Most of them are low-end stocks, but the disaster of falling cannot be avoided. In this way I was brought into the loss of the market again. I just feel that I am not suitable for investment, and I always miss opportunities, and I can’t do anything about regretting it.

October: It started to sell badly, and the market experienced constant adjustments and positive signals to blow warm air. Before and after the National Day, many companies have carried out buybacks one after another, and the management has released support for buybacks, which has boosted the stability of the market. The market ushered in the blooming of some sectors. Go to the Chuangxin sector, Jingyeda, Nantian Information… some monster stocks have emerged, and I also returned part of the principal with the market.

November: Be careful, 2022 is about to end. Not only did I not make money, but I also lost a lot. I don’t even think about making any money, just want to get back the capital. On November 11, 2022, the central bank and the China Banking and Insurance Regulatory Commission jointly issued the “Notice on Doing a Good Job of Financially Supporting the Stable and Healthy Development of the Real Estate Market” (referred to as the “Sixteen Financial Measures”), and then the “three arrows” of real estate financing Fast landing was achieved within 1 month. Real estate ushered in major favorable policies, and the infrastructure sector I held continued to pick up. At this time, I finally got rid of the trap. I was quite happy at the time. Although I didn’t make much money, it would be good if I didn’t lose money in the face of this market.

December: Too optimistic, I was still doing it cautiously in the first half of the month, and invested in some medicines. At that time, the income in December was about 4%. Later, with the continuous optimization of the new policy, I think the market is expected to perform well, so I have spotted a lot of adjustments in the lithium battery and photovoltaic sectors, and made up my mind to enter the market, but the market does not seem to recognize new energy. It fell again and again, which caused the profit of the account that I had just returned to the capital to become deeply involved.

Summary: In 2022, my investment has gone round and round and returned to the original point. It seems that I have not gotten any return from the busy journey.

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2. Facing the mistakes made in 2022

1. Put the risk behind you

Because I didn’t pay attention to control and didn’t have my own basic judgment, I bought Zhongtian Energy along the way, and then faced the limit of st Zhongtian all the way. At that time, I had no other prayers, I just hoped not to lose all my money up. When he lost nearly 80% of the points, he was finally able to sell, and the limit-down order I entrusted last night was also successfully sold. At this time, I don’t even think about how much I lost, because at that time my heart slowly fell to the ground, and even my breathing was much easier. Since then, I have understood: “Maybe the stock market is tricky and can make you a lot of money, but once the risk comes, it will make you go into infinite panic.” From then on, I will never be jealous of those high-yield stocks again. I deeply realized that the consequences they caused were not something I could afford. “This is also the reason why I lost nearly 32% in January. Looking back today, I saw how immature I was at the time and put my assets at high risk. Now, I will not make the same mistake again and throw the risk away the back of the head.

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2. Stay sober and have your own judgment

The market is alive, because I saw the hot spots in the market and didn’t have my own basic judgment, which led to the layout of the infrastructure sector in June, which not only caused me to lose my principal but also wasted a lot of my time. The most hateful thing is to make mistakes again and again This is the most painful torment. I have never eaten a fat man in one bite, so take it slowly. When the market continues to rise, stay awake, don’t be disturbed by others, and miss the selling point. When falling, think more about how big the risk is, your own strategy, and some things you need to understand by yourself, not just follow the market.

1856205f8082fedc3fd7ee5e.jpeg Ningbo Construction Engineering, which has been held for 6 months, lost 16%

3. Set up your own income goals

I was full of self-confidence, and I didn’t restrain my profit goals. In 2022, 5% of the profit could have been kept, but due to its own reasons, it ended in a loss. In fact, I can make impromptu strategies according to market conditions, but I did not do so.

The following is my summary of the approximate income of each investment, you can refer to it

① The rate of return on regular investment is around 2, depending on the investment period and amount, and the large certificate of deposit will be higher.

②. The yield of investing in government bonds is around 3.5%.

③. The annualized rate of return of investing in currency funds is generally around 3%, the annualized rate of return of bond funds is generally between 4% and 6%, and the expected annualized rate of return of bank wealth management products is generally around 4%.

④. The average expected annualized rate of return for buying equity funds is about 15%, but it may lose 15% if the market is not good. However, there are variables in stocks, some people may make money, and some people may lose money. I set a goal for myself to earn 10% per year. (In fact, it is very difficult for me to earn 10% per year, but without a goal, it is like a headless chicken flying around without direction) – “Investment must have a clear goal, so that it will get twice the result with half the effort.”

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Summarize the mistakes that occurred in 2022: investment should not ignore risks, have your own investment logic, and make your own goals according to market conditions.

3. Say goodbye to 2022 and look forward to 2023

As of the last trading day at the end of 2022, the A-share Shanghai Index fell by 15.12%, the Shenzhen Component Index fell by 25.85%, and the ChiNext Index fell by 29.37%. The sadness along the way in 2022, maybe only you can experience it! The investment of a large amount of money eventually resulted in the scene of not daring to open the account; the dedication of a lot of energy and time only resulted in a lot of melancholy; the continuous learning only resulted in failure in the end. Nowadays, many people don’t understand themselves, and when they have time, they often wonder why I stepped into the stock market. Presumably this is the true thought of many investors. Regardless of my own record in 2022, I give you a thumbs up. This year we have learned to give up, endure, and persevere in the face of difficulties. We just hope that we will reap a lot of fruits. Although we are not satisfied, we are still full of expectations. This is the spirit of my stock speculators. Let us bid farewell to 2022 and welcome 2023.

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Investment opportunities in 2023: As the epidemic will become a thing of the past, our consumer market will be full of vitality, physical enterprises will continue to release their production potential, technological innovation will enter a new journey, and new energy will continue to enter daily life… Presumably The market in 2023 will have a strong driving force, and under the guidance of a strong policy system, our capital market will also see the phenomenon of a hundred flowers blooming and a hundred schools of thought contending.

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4. How will you bid farewell to 2022 and greet 2023?

After 12 months of arduous waiting, no matter what the outcome is, 2022 will pass without hesitation. We should all maintain a good mood, believe in the future, and be full of hope for 2023! Everyone is welcome to tell your story with 2022. What are your expectations for 2023? #2022Investment Summary#

@今日话题@球友福利@雪球创作者中心@雪球活动@雪球基金

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Risk warning: The task information presented in this article (including comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any investment behavior that they decide on their own. In addition, any opinions, analyzes and forecasts presented in this article do not constitute any form of investment advice to readers, and I am not responsible for any direct or indirect losses arising from the use of the content of this article. Stock investment is risky, and the past performance of a stock does not represent its future performance, so investors need to be cautious.

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