EP11 2024投資檢討
Update: 2025-01-07
Description
2024投資報酬共62%
好的部分
1、8月那一波下跌很好的利用股債配減低回撤只有10%
2、特斯拉長期抱好還有加碼
3、輝達跟PLTR漲超多
不好的部分
1、投資美國公債的教訓
2、研究不足沒抓到avgo 的起漲
不知是福是禍：
1、PLTR、NVDA賣飛或是風險控管
2、特斯拉調整作法
投資就是不斷跟未來對抗，不管每個策略只有在未來才會知道結果
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