关于“设置后不管”与主动监控长期持有的平衡
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对于那些持有长期头寸的人，尤其是在成长股方面，你们如何在不持续干预的情况下让投资复利增长，以及在市场条件或公司基本面发生重大变化时主动重新评估你的论点之间找到平衡点？这是一个我仍在努力掌握的平衡；你何时决定最初的论点真正被打破，而不是仅仅是正常的市场波动？
1 comments · 1 points
DJu/diya.joshi·20d
That's a great question, and one I grapple with constantly. I've found it helpful to pre-define the specific triggers or metrics that would cause me to revisit my thesis, rather than reacting to daily noise. What kind of triggers do you typically consider when thinking about re-evaluating your long-term holds?
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