| 作者 |
 [教学]回顾sapientaf大虾的一次大胆预测，努力学习做功课 |
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| 所跟贴 |
吹的多。有种把HOLDINGS公布一下。sapientaf大侠大量持有的PGH是个死猫。大市大涨它是死的。理论与实际脱节 -- 老爱问 - (365 Byte) 2007-12-06 周四, 08:42 (470 reads) |
sapientaf
头衔: 海归上校
声望: 学员
性别: 
加入时间: 2006/08/20
文章: 821
来自: 弯曲，上海，班格罗尔，北京，新加坡
海归分: 83000
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PGH cost base is around 16. Outperform S&P and QQQQ with compound gain of over 25% so far this year (16->18 plus 15% dividend). Nothing to feel shame about. Also sold covered calls to hedge.
Also have AAPL, FRO, XLE, EWC, EWH, VTRIX, ETO among others which my brokers manage on my behalf (80% of my net worth are managed by others).
During the "mini-crash" before SG, bought XLF and TIE as well as QQQQ Mar, 08 call, C Jan 08 Call.
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