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Vani:10% ATCO-PD preferred
10% GSL-PB preferred
7% NMM
5% ZVTG u Sloveniji
3% PANL
2% INSW-PA preferred
Domaće:
6% HPB
2% DLKV-O-302A4% HMDN-R-A, VIDU-R-A, HDUZ-R-A
Keš 51%
Rješio se rudara na vrijeme, nažalost prerano izašao iz Gaz, dodao brodare i hpb, pojačao preferede, izašao iz nlb što također nisam trebao.
Uvijek sam previše defanzivan, što mi je velika mana, keša uvijek držim previše. Netko bi rekao da sam izvrsno zaradio, ali ako ubrojimo ovu strašnu inflaciju te tolike propuštene prilike, slabo je to.
Zasada ostaje samo žaljenje za propuštenim milijunima koje je trebalo zaraditi od kovida do danas jer tko nije plašljiv kao ja sigurno ih je zaradio.
Nekako stalno mi se čini da medo izlazi iz pećine...
On knowing when to sell
Stanley Druckenmiller:
The other thing to me [that makes a good investor] is you have to know how and when to take a loss. I’ve been in business since 1976 as a money manager.
I’ve never used the stop loss. Not once. It’s the dumbest concept I’ve ever heard. [If a stock goes down 15%] I’m automatically out.
But I’ve also never hung onto a security if the reason I bought it has changed. That’s when you need to sell.
If I buy X security for A, B, C, and D reasons and those reasons are no longer valid, [I sell].
Whether I have a loss or a gain, that stock doesn’t know whether you have a loss or a gain.
You know, it is not important. Your ego is not what this is about. What this is about is you’re making money.
So, if I have a thesis and it doesn’t bear out — which happens often with me, I’m often wrong — just get out and move on.
Because I said earlier: if you’re using the most disciplined approach, you can find something else. There’s no reason to hang on to any security where you don’t have great conviction.