Hold and buy. 保持自己能够承受的asset allocation, sector allocation,选择高质量的公司.还在accumulation stage,需要继续build position。
市场很大程度上受到电脑high frequency algorithmic trading的影响,加上人的情绪,speculation,产生连锁反应。在这几天内,大部分股票,不管什么公司,下跌的程度,弧度都差不多的.这是不合理的。
“A stock market decline is as routine as a January blizzard in Colorado. If you’re prepared, it can’t hurt you. A decline is a great opportunity to pick up the bargains left behind by investors who are fleeing the storm in panic.” Owning stocks is like having children – don’t get involved with more than you can handle. ~ Peter Lynch
“I spend about 15 minutes a year on economic analysis. The way you lose money in the stock market is to start off with an economic picture. I also spend 15 minutes a year on where the stock market is going.” ~ Peter Lynch
“Although it’s easy to forget sometimes, a share is not a lottery ticket… it’s part-ownership of a business.” ~ Peter Lynch
“People have all this data and they go through it and make up their minds in four seconds, … We’re forcing people to do the wrong things. They look at what’s hot. They spend so much time trying to figure out if the market is going up. That’s so unimportant. It’s about earnings. They need to follow the earnings.” ~ Peter Lynch