
About this episode
从我自己角度来说呢,在经济发展明朗、国际局势稳定的时候,可以保持8成到9成的仓位。
如果相反的情况,比如现在的新冠肺炎,比如中美博弈,就应该保持6成到7成左右,甚至可以更低,这是为了防范风险,也是为了能够以防手上没有子弹买入便宜的筹码。也是为了稳定心态。
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