中文翻译
如果你认为我只是守着同一只股票/头寸不动，那我也不知道该怎么说了。（盈透证券(IBKR)确实会稍微夸大一点点） 但总的来说，大量资金从委内瑞拉（头寸翻倍，如黄金储备）轮动到国防（无人机，头寸翻倍），再到光子学/存储（头寸翻倍），如此循环往复。 同时，被动持仓也在不断复利增长。 此外，很大一部分收益来自主动交易（如套利或波段交易）的短期资本利得。
· 业绩复盘
澄清持仓动态，展示资金轮动路径及被动复利与主动交易收益来源。
英文原文
If you think I’m just sitting on the same leap/stock, idk what to tell you. (IBKR does exaggerate a tiny bit) But in sum, lot of rotations from Venezuela (lot doubled like gold reserve) into Defense (drones, lot doubled) into photonics/memory (lot doubled) on repeat. While passive positions just compounded. Then a lot of it came from short term capital gains on active trading like arbitrage or swing trading.