市場操作「節奏」很重要，如果無法判斷行情是否真的落底，最好的方法就是場外觀戰。
獲利不知停利，行情反轉後利潤就會回吐，但並非每一件投資都需要如此執行！
舉例，投資人10年前在台北投資一棟22坪加車位的房產，當時買價2,300萬+裝璜費200萬元，總成本為2,500萬。之後出租給外商公司主管，月租7萬元，十年來約莫收到租金700萬元(扣掉空窗期)。
隨著房價不斷上漲，每坪已高達160萬以上，賣掉房產可獲利約1,000萬元(扣掉仲介費用)。這位投資人還完銀行貸款，剩下本金加上獲利約增加2,000多萬現金，不過隨著房價上漲，已無法以原價買回同等級的房產。
「投資是為了不投資（不斷找尋新標的）；操作是為了不操作（不頻繁進出）」，找到對的投資標的後就只有一個動作「靜待資產成長」，掌握市場規律與原則，就能正確解讀資訊，獲得有別於他人的真知灼見。
The "rhythm" of market operations is very important. If it is impossible to judge whether the market has really bottomed out, the best way is to fight on the sidelines.
Gaining Profits but not sell out, so that profits will be withdrawn after the market reverses. However, not every investment needs to be executed in this way!
For example, investor invested in a 22-square-meter property with a parking space in Taipei 10 years ago. At that time, the purchase price 23 million + the decoration fee 2 million were 25 million NTD. After that, it was rented to the director of a foreign company for a monthly rent of 70,000 NTD. In the past ten years, it has received about 7 million NTD in rent (after deducting the window period).
As house prices continue to rise, each square-meter price has reached more than 1.6 million, and selling the property can make a profit of about 10 million NTD (deducting agency fees). That investor repaid the bank loan, and the remaining money plus profit increased by more than 20 million in cash. However, with the rise in house prices, it was impossible to buy back the same-grade property at the original price.
"Investment is for not investing (constantly looking for new targets); operation is for not operating (infrequently in and out)", when finding the right investment target, there is only one action "waiting for asset growth", mastering market rules and principles, investors can interpret information correctly and gain insights that are different from others.

好深奧的標題，總而言之就是要看對時機吧..

呆翰 發表於 2022-3-26 07:11
好深奧的標題，總而言之就是要看對時機吧..

那個..在不理性的市場行情來說，很難判斷高低點

對錯有時要看時間性質而定，短線上的時機就跟賭博沒二樣

市場的運作方式都是大同小異，多讀一些歷史經驗可以判讀現在的位置有些危險

但是相同的事件不會重複上演，亡羊補牢的作為會防堵同樣的情事再度發生

跟系統性的風險相比，該投資物件本身的價值才是需要研究的

能確定帶來穩定的現金流，以持有時間的長度來計算價格，那就可以規避風險

付出過多的金錢買入未來不確定的空中樓閣，那麼獲利就伴隨著風險

投資是為了不投資, 所謂花非花, 霧非霧的意境, 多學點人文