Friday, September 24, 2021

Timed the market or time in the market?

Actually, how about both?

Both are not mutually exclusive. 

If u got in at a market high, u need to spend a longer time in market to earn the MOS ( margin of safety), if u timed in correctly, u are less at risk leaving the portfolio to gain dividends. If u are able to get baggers, u can profit take and it became zero risk, until u put the money into use again.

CW call it trading around core positions. 

Doesn't matter the semantics, the important part is portfolio allocation into Cash or other equivalent asset class. The percentage of which is trial and error, until u find one that works.

But either way, u need to need some FA knowledge. Seriously, if u listen to Gurus talking about TA, like Gupta, ( not sure I get it correctly ), I think he can shame many FA wannabes with his analysis of macro themes. He just didn't box himself in semantics. Doing charts doesn't mean u are TA purist. 

Most things come with 2 sides. Pick a side to start, not to stay. I guess is sound advice. 

Thursday, September 23, 2021

随心笔:烦

 烦是因为躲避。

不躲了,也烦。

累了,病了。

要的是关心,不是唠叨。

忙,是心甘情愿,要的只是珍惜。

累,可以适应,不能接受的是被当成理所当然。

关心的到底是别人,还是自己。

一步一步,慢慢走下去。


好的,好好享受,

不好的,让它来,也让它走。

Thursday, September 9, 2021

随心笔:回忆

缘分带来了,惜福。

走了,留在回忆。

回忆是美丽的。

愿意和现实交错,

故地重游,找到初心,

然后就离开。

现实也是回忆。

时间罢了。

珍惜现在,活在当下,尽量过得精彩。

不要去渴望未来,

该来的,在于现在做了什么。

回忆,要在与现在做了什么。


不奢望回忆再出现在眼前,

让你在过那段日子。

就算时间能倒转,

你也不是当初的你了。


潇洒地留在心里。

毕竟感动是真的,

感恩活着。



Sunday, September 5, 2021

随心笔:教师节2021

 这几年都提笔写教师节的感受。

这几年都很伤感。

今年不同。

交了一个朋友。

思念的毕业生,好多再“出现”祝福。

很满意的教师节。

好久了。

也许,要求低了。

但是,看到学生尽力用华文写出感谢的句子。

真是句句珍贵。

谢谢,本来越来越觉得迷惘。

现在从外在找到了一些动力。

感恩。

其他辛劳的教师,也教师节快乐。

假期好好休息。