43# greenwisher
你有一部分的准备工作是无用的. 金融理论知识那部分,甚至可以产生反效果.
建议你停下手中所有学习交易的事情, 先把van tharp的两本书super trader和trade your way to financail freedom看完,然后再做一个学习计划,应该会有很大不同。
看看van tharp提出的建立交易系统之前的自我库存(personal inventory)评估, 从中可以真正看到那些东西是更重要的:
1. how much time during the day do you have to devote
to trading? This is important because the amount of time
you have available almost dictates the kind of trading system
you must develop. Those who have a full-time job and just
look at the markets in the evening must, quite obviously, find
a fairly long term system to use.
2. When you are trading, how many distractions can you
expect to have?
3. How much time do you expect to devote to developing
your trading system, to doing your personal psychological
work,,and to working on your business plan for trading?
4. What are your computer skills? What skills did you need
before you began this trading venture?
5. What do you know about statistics?
6. What are your psychological strengths and weaknesses,
especially in terms of trading system development?
7. How about your strengths and weaknesses in terms of
personal discipline?
8. Do you tend to get compulsive (i.e., get caught up in the
excitement of trading), have personal conflicts (i.e., have a
history of conflicts with yourfamily, at your job, or during
past trading experience),-or have any emotional issues that
constantly crop up, such as fear or anger?
9. Based upon your personal inventory, what did you need to
learn, accomplish, or solve prior to beginning trading?
How did you do that?
注意到了没? 这里面没有一个问题是关于市场的,也没有一个问题是关于学术知识的。
另外关于职能系统的优化,van tharp有一个重要的观点完全颠覆传统,我很赞成:过度优化是人的一种心理误区,你越是明白系统有效的根本原因,就越不需要回撤和优化的工作。
以前我也是一直朝着自以为的方向走,以为走得越远就越接近入门,后来看了van tharp 的东西才知道‘门’跟本就是在完全相反的另一个方向。