RH 已接近底部(最坏情况 102-107),3-5 年潜力较高,但风险也高,需要小仓位。
逐段跳播
如果我们看看我公开账户上最近的一些买入,那些股票是美国运通、RH和Netflix。这些是我现在正在积极建仓的持仓。
If we look at some of the recent purchases on my public account , right ? Those are stocks like American Express, RH, and Netflix, right ? And these are the positions I'm actively building now, right ?
另一方面,像RH这样的股票风险比美国运通高得多,但盈利潜力也大得多。所以我可能只能把投资组合的2%投入像RH这样的股票,大致如此,这就是我的上限。然后我就得放手,明白吗?
On the other hand, stocks like RH have much higher risk than American Express, but also much higher potential for profit. So I might only be able to invest two percent of my portfolio in stocks like RH , roughly , and that's my limit. And then I have to let it go , okay ?
下一个是RH。RH现在的价格是115。在最坏的情况下,它可能跌到零。比如,如果股市崩盘怎么办,如果房地产市场崩溃怎么办?如果发生重大金融危机。问题将是RH能否存活下来,对吧?
The next one is RH. So, the price of RH is now 115. In the worst case scenario, it could go down to zero, right? For example, what if the stock market crashes, what if the real estate market collapses, right?
If a major financial crisis occurs. The question will be whether RH will survive or not, right?
因为如果家具的成本下降,情况可能会变得非常糟糕。所以RH是一只随时可能跌到零的股票,这就是为什么我在RH上投资不多,尽管它在未来3到5年有很大潜力,你也不会看到我在它上面做大笔投资,因为它风险很大,对吧?
Because if the cost of furniture decreases, the situation could get very bad. So RH is a stock that can go down to zero at any time, and that's why I do n't invest much in RH, even though it has a lot of potential in the next 3 to 5 years, you would n't see me making a big investment in it because it has a lot of risk, right?
在我看来,现实的最坏情况是在102到107之间。所以我认为我们现在已经相当接近底部了。我们确实需要很快看到利率见底,然后RH才会开始向上走,对吧?
The realistic worst case scenario, in my opinion, is between 102 and 107. So I think we're pretty close to the bottom now. We really need to see a bottom in interest rates soon, and then RH will start to move upwards, right?
不过,我希望RH在今年余下的时间里保持低迷,这样我就能加仓,因为我作为一项新投资对RH的买入还没有完成。
However, I want RH to stay down for the rest of this year so that I can increase my position because my purchase of RH as a new investment is not yet complete.
观察点
这个频道对 $RH 的历次判断
Financial Education 在这只股票上共 10 条判断,这里只列相邻的几条。