硅谷居士
@SVScholar · X · ZH
- Subscribers
- 109.2K
- Return
- 5.6%
- Excess vs SPY
- 1.1%
- Sharpe
- 0.91
- Max drawdown
- -11.5%
- Win rate
- 52.6%
- Samples
- 19
@SVScholar · X · ZH
Backtest performance
Simulated cumulative return with the stocks the influencer discussed
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Oct 10, 2026, 1:53 AM UTC · Carried-forward prices: 513100.SS, 159501.SZ, 513500.SS
Historical tickers
Weighted long-only · last 3 months
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Portfolio
Weighted long-only
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2026-10-04 – 2026-10-10
我推荐的博时标普513500、嘉实纳指159501、国泰纳指513100,溢价虽在历史高位附近,我的一贯建议是忽略溢价,闭着眼睛买买买。
“SMH能不能买”这种问题别问,再问就是:分批加定投!
我昨天说美光(Micron)股价被严重低估了。