· 方法论

反思机构年底税务收割效应及RDDT买入逻辑

涉及标的:

中文翻译

是的,我总是低估对冲基金/机构(Institutions)的税务收割(Tax Harvesting)效应。每当像 $ETOR 这样的股票下跌 2% 时,我会想“不可能再低了”,结果它确实更低了。这仅适用于年底(10月/11月/12月初)年内下跌的股票。是的,我在周五 $190 时买入 $RDDT,随后它反弹至 $195,鉴于大家都用它,它肯定能站稳。

英文原文

Yeah I always underestimate tax harvesting effects from hedge funds/institutions. Whenever a stock like $ETOR goes 2% lower, I think "it can't get any lower than this" then it does. This only applies end of year for Oct/Nov/early December for stocks down on the year. Yeah I bought $RDDT at $190 on Friday before it recovered to $195, it's definitely here to stay since everyone uses it lol.

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