給初次造訪者

mikeon88發表於 2021-3-26 09:24 

給初次造訪者：

首先請下載盈再表，

無論聽到多天大的明牌，請按盈再表，OK之後才行

For newcomers:

First of all, please download the On's table,  

no matter how shocking the stock recommendation you hear,

please check with this table in advance.

我們的選股原則只有3點：

1. 選高ROE、配得出現金，不會變的公司

2. 便宜買，一路抱到貴才賣

3. 買超過30支股票，不必照顧也不要停損

There are only 3 principles for our stock selection:

1. Choose companies with high ROE, high dividends and stable business.

2. Buy cheap and hold until the stock becomes overvalued.

3. Maintenance and cutting loss become unnecessary when one holds more than 30 stocks. 

道理很簡單，2分鐘就明白，

選好公司，等便宜才買，分散30支股票以上，

這樣若還會賠大錢，除非世界末日。

The principle is easy to understand within 2 minutes.

Choose a good company, buy it cheaply, diversify more than 30 stocks,

in this way, if you still lose a lot of money, it must be the end of the world.

難的是對這套方法有信心：

1. 請每天來討論區

2. 跟單

The difficult part is to have confidence in this approach:

1. Come to the discussion forum every day

2. Follow us and do what we do

對這個組合有信心：

1. 才敢押身家，本金滾起來才會大

2. 才願意長期一直擺著，不跑來跑去，這樣就有複利效果

本金大 x 複利長 ＝ 有錢人

You can only do this if you have confidence in your portfolio:

1. Dare to bet your wealth, your principal will expand.

2. You are willing to refrain from speculative trading in order to generate compound interest.

Large principal x long compound interest = billionaire 

漏掉飇股，沒賣到最高點都沒關係，

巴菲特成為首富不是因為善於交易，

而是建立一個穩定趨向20%年報酬率的投資組合，

多種果樹+淑買貴賣就可以讓投資報酬穩定趨向20%

It doesn't matter if you missed the soaring stock or didn't sell the highest price.

The reason Buffett became the richest man is not because he is good at trading.

This is because he has built a stable investment portfolio with an annual return rate of 20%.

Diversification + buying cheap and selling pricey will help your return on investment stabilize toward 20%.

台股若找不到30檔以上可好很久的公司，請來投資全世界。

把家族財產分散到世界級好公司最安全而且可大可久，比房地產有保障。

If you cannot find more than 30 long-term companies in Taiwan’s stocks, please come to invest globally.

Diversifying your property to world-class companies is the safest and growing, more secure than real estate.

把巴菲特神功傳承下去，

後代子孫將不愁吃穿，不用擔心工作和學業成績，

可以全力發展自己的興趣，無憂無慮過一輩子。

Pass on Buffett’s magic skills,

your offspring will not have to worry about earning a living and academic performance.

They can fully develop their interests and have no worries for a lifetime.

mikeon88發表於 2021-3-26 21:00 

以前一再呼籲大家要百分之百按照我的方法做，

抛開我執，不要摻雜其它邪門歪道功夫，

因為這是能否學會巴菲特神功的關鍵，

可是效果不彰，總被當耳邊風。

所以現在換個軟性說法，只提醒大家

1. 請每天來討論區

2. 跟單

這樣就容易潛移默化

另外最近又強烈感受到所有人都用個股、0與1、準不準的角度

在看待投資方法的好壞，

這不是正確應對股市這種社會科學之道。

機率、大數法則、投資組合、持股比例、SOP標準化加減碼程序，

才是巴菲特成為首富的背景原因。

以前我的統計唸得很不好，

出社會之後一度以為統計學沒用，

想不到現在還懂得運用統計學的基本道理。