2014年2月报
(2014-03-01 11:36:58)
标签:
20142月报杂谈 |
分类: 投资实践与理论提升 |
名称 |
数量 |
成本 |
1.27 |
2.28 |
市值 |
增长 |
占比 |
LDTG |
68860 |
3.156 |
4.02 |
4.04 |
278194 |
0.49% |
30.3% |
LDJC |
20000 |
6.36 |
6.02 |
5.97 |
119400 |
0.83% |
13% |
JNJJ |
12200 |
9.45 |
8.53 |
8.39 |
102358 |
-1.64% |
11.1% |
DFYH |
4100 |
12.00 |
25 |
23.05 |
94505 |
-7.8% |
10.3% |
ZJGZ |
15000 |
3.29 |
3 |
2.82 |
42300 |
-6% |
4.6% |
QYDL |
2800 |
10.93 |
11.08 |
11.7 |
32760 |
5.6% |
3.56% |
NYYH |
12300 |
2.64 |
2.36 |
2.33 |
28659 |
-1.27% |
3.12% |
JXKJ |
3000 |
5.98 |
9.35 |
11.25 |
33750 |
20% |
3.67% |
WXGF |
2000 |
12.56 |
11.67 |
11.13 |
22260 |
-4.6% |
2.42% |
TZGZ |
7000 |
2.55 |
2.41 |
2.38 |
16660 |
-1.24% |
1.81% |
YYHS |
1100 |
10.45 |
14.47 |
13.85 |
15235 |
-4.28% |
1.65% |
HLSW |
400 |
25.85 |
29.41 |
27.2 |
10880 |
-7.5% |
1.18% |
YZSL |
150 |
28.23 |
37.45 |
36.54 |
5481 |
-2.4% |
- |
SLYG |
700 |
10.55 |
9.56 |
8.78 |
6146 |
-8.1% |
- |
HYSZ |
434 |
9.94 |
10.33 |
9.93 |
4310 |
-3.87% |
- |
MSYH |
100 |
- |
7.05 |
7.53 |
753 |
6.8% |
- |
TQGF |
400 |
13.17 |
13.37 |
12.26 |
4904 |
-8.3% |
- |
ZSLC |
1000 |
1.99 |
2.24 |
2.25 |
2250 |
- |
- |
XTXZ |
100 |
- |
13.54 |
13.15 |
1315 |
-2.88% |
- |
KYTZ |
400 |
4.96 |
5.78 |
6.89 |
2756 |
19.2% |
- |
ZKJC |
100 |
25.88 |
26 |
27.2 |
2720 |
4.61% |
- |
XBY |
100 |
10.07 |
12.55 |
11.8 |
1180 |
-5.97% |
- |
LZLJ |
200 |
21.6 |
17.5 |
16.81 |
3362 |
-3.94% |
- |
|
|
|
|
|
832138 |
|
90.6% |
BLDY |
6200 |
2.974 |
4.58 |
4.54 |
28148 |
-0.8% |
- |
BJZ |
1092 |
9.00 |
18.14 |
18.94 |
20682 |
4.4% |
- |
BTL |
500 |
3.8 |
10.63 |
10.69 |
5345 |
0.84% |
- |
|
|
|
|
|
54175 |
|
5.9% |
HZHZZ |
180 |
91.33 |
89.9 |
91 |
16380 |
1.22% |
- |
BZHZZ |
70 |
93.3 |
96.88 |
98.39 |
6887 |
1.55% |
- |
BMSZZ |
100 |
96.45 |
|
88.89 |
8889 |
-5.4% |
- |
|
|
|
|
|
32156 |
|
|
HSAC |
|
|
|
|
918469 |
|
|
1.27ZS |
2033 |
- |
- |
- |
- |
2056 |
1.13% |
TRJE |
748689 |
11596 |
13740 |
3030 |
28366 |
777055 |
18.2% |
CSJE |
886332 |
11596 |
13740 |
3030 |
28366 |
914698 |
0.41% |
感悟:1.市场随机性特征;2.组合配置、动态平衡的巨大作用;3.可转债投资:债性的价值取决于期限和收益率;股性的价值取决于正股的内在价值、价格和转股价的比较;彩票价值转股价的下调等;4.套利的巨大风险:mszz由于套利的假设不存在,第二天跌幅错过10%,投资一定要把安全放在第一位,显而易见的机会不是机会。