· 方法论
相关概念： 光子学 Photonics
现在市场又在举办激光派对，从 $SIVE、OE Solutions、$LITE、Coherent 到 $AAOI。有一项有趣的研究：富达(Fidelity)和加州大学伯克利分校(UC Berkeley)的论文都指出，表现最好的投资者通常是那些…… - 偶然忘记账户的人（富达） - 不主动交易/不过度交易的人（低频交易者回报18.5% vs 11.4%）。 这不是建议，但这些轶事可能对散户阅读有帮助…… 因为我目睹了记忆、光子学或主题波动性的大量投降式抛售，导致散户在强劲反弹时没有持仓。 拥有信念通常也属于“不过度交易”阵营，因为这有助于在下跌时不过度交易，或看到补仓机会。
Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI. There’s a pretty interesting study: Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either… - Anecdotally forgot about their account (Fidelity) - Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%). Not any advice, but some of these anecdotes might be helpful to retail to read in general… Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery. Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.