关于是牛是熊的调查的疑问

老灯

上周末牛是熊的调查有些含糊。

比如说你多仓>50

我知道很多工薪小散多把大宝押在401K 账户上，401K账户基本上是MF，多仓投资。
所以应该大多数人都是多头。这就失去了统计意义。

如果专门统计可用资金的情况，可能比较能看出牛熊的倾向性。

ranchgirl

仓位配置 当然应该包括 retirement accounts， 例如主席， 他在胡同报道仓位完全是他的 retirement accounts。 我相信他一定也有其它仓位，但是他从来没有报过。只偶尔提过。

ranchgirl

retirement accounts 的仓位也是可以调整和配置的。估计你太年轻，不知道。

ranchgirl

当然 retirement accounts can be different, the management policy of each company can be different.

老灯

ranchgirl 发表于 2020-6-8 08:49 AM
retirement accounts 的仓位也是可以调整和配置的。估计你太年轻，不知道。

401K 不可能有SHORT 仓位。

ranchgirl

老灯 发表于 2020-6-8 08:57 AM
401K 不可能有SHORT 仓位。

1. retirement accounts are not all 401 K.
2. 401K can be all cash or bonds too
3. retirement accounts can be regular IRA, Rollover IRA, Roth IRA, 401K, 403B, and many many others
4. I do not know all, neither do you.

老灯

ranchgirl 发表于 2020-6-8 09:23 AM
1. retirement accounts are not all 401 K.
2. 401K can be all cash or bonds too
3. retirement acc ...

我这里说的是401K。

我当然知道IRA，ROLLOVER IRA，ROTH IRA可以做多和买反向ETF，但还是不能naked sell OR buy put 吧？因为不是margin account.

ranchgirl

as to HT "是牛是熊调查“， that is just for fun。many HTers did not participate, include you or cobra. the ones who participate do not necessary represent the HT statistics.

Therefore, we just have some fun.

deep

ranchgirl 发表于 2020-6-8 09:38 AM
as to HT "是牛是熊调查“， that is just for fun。many HTers did not participate, include you or cobr ...

“There’s no fear when you’re having fun.” – Will Thomas

ranchgirl

will Thomas