In stock trading, the actual operation always deviates from the train of thought. Why? How to overcome it?

My answer distinguishes between two kinds of people who ask this question and gives corresponding answers respectively. Those who are interested can continue to look down.

First, if it is an organization composed of professionals with certain funds, ask this question. The answer I gave was that this team should be reorganized. To put it bluntly, you are one of the main players in the stock market, and the actual operation always deviates from the idea, which shows that your team has a big problem and the problem has reached the point where it must be reorganized to survive. Therefore, some suggestions are given to reorganize the team.

Second, if ordinary people ask this question, to put it bluntly, retail investors always deviate from their actual operations and ideas. My suggestions are as follows.

Personal opinion, mistakes are inevitable. Welcome to criticize and correct me.

The unity of knowing and doing ends in perfection, that is, paying attention to the consistency of people's words and deeds and pursuing perfection. However, in real life, words and deeds often differ, such as stock trading, and the actual operation always deviates from the train of thought. It is very important to succeed in doing things, to integrate knowledge with practice, and to stop at perfection. To put it bluntly, it means being a man and doing things, keeping your word and doing good deeds. Saying one thing and doing another does not necessarily mean that this person has quality problems, but at least it can show that this person has poor self-discipline and no planning discipline. Stock trading is a systematic operation of venture capital, which requires careful planning. Investors enter the stock market and know this truth well. I made it very clear before buying stocks, but in the face of big adjustment fluctuations, people lose their minds and forget what they said at the beginning, and emotions dominate, leading to serious losses. To change one's habit of doing things differently from one's words, one must fundamentally overcome the greed and fear of human nature, strictly demand oneself with system and discipline, truly integrate knowledge with practice, and stop at perfection in order to survive in the stock market. A friend is funny when he makes stocks. Before buying stocks, he will brag to me about the stocks he bought, fundamentals, technical indicators, main control, and many other aspects. In order to prove how good this stock is, he intends to buy it.

Needless to say, my friend's analysis and vision are quite original, and most stocks will rise sharply in the future.

But there is something wrong with the stock he chose. The startup cycle is very long. The stock is a good stock, and the bottom is indeed the bottom, but it is ink.

The first few months are very common, and as long as one or two years, holding stocks at the bottom will not lose much.

Every time he tells me that the stock has soared, I will ask him the result and he will prevaricate.

I thought, if I make money and hide it, I will laugh at him.

He said no, some stocks were bought, but most of them were not held, and most of them were not bought at all.

I said, why can't you analyze it for me all day and swear to make a lot of money? The stock is good, why not do it?

He said that thinking and operation are two different things. When you are optimistic about buying, it doesn't matter for a week or two. After a month, you get a little flustered. After two months, you start to doubt yourself. After three or four months, you start to deny yourself. You can't stand it anymore. You start to lighten up and do other stocks, and finally fall into an infinite loop.

When it was almost sold out, it began to rise, either there was no ticket or it was a light warehouse.

I said, you don't know how to hold it, so why sell it?

He said that thinking and operation are often out of touch, thinking about holding it for a long time, getting angry when looking at it, and can't help but sell it.

After that, I began to buy most of the stocks he chose, of course, after screening, and they were all for fun. The result is a profit.

He always said that my intervention time was good.

And I told him that your biggest problem is that if you want to buy near the bottom, you do buy near the bottom, and it is difficult to lose money, but there is a characteristic near the bottom, and the time from the bottom to the start will be longer, as short as three to five months, three to five years.

The psychological struggle of holding shares in this way is actually very fierce. If you are not careful, you will make the wrong operation.

You care too much about the purchase price and ignore the value of time.

In fact, the bottom is an interval, and you don't have to buy it near the lowest point. If you start, the cost will be higher, but it will save a lot of time. You do one, others do 3-4, just for a few points, is it worth doing ten points?

Your stock selection is a long-term thinking, and the stocks you choose are all long-term, but you always do the middle line, and some even do the short line.

The stock selection ideas and operation ideas do not match, so it is difficult to make a big profit.

Either follow the previous stock selection method and choose to be a long-term one, with less risk and longer time.

Either switch to mid-line and short-term stock selection methods, which requires new learning, but the trading cycle does not need to be changed.

The main reason why the actual operation deviates from the train of thought is that the logic of stock selection does not match the logic of stock holding and selling.

The short-term operation in long-term stock selection should be to make money but not to make it.

Short-and medium-term stock selection requires hedging, making it a long-term operation, and finally a deep set.

How to avoid the disconnection between operation and thought needs to pay attention to the following aspects.

1, stock selection.

The stock and position of each stock are different, and the applicable cycle is also different.

For example, the long line at the bottom of the cyclical stock, the middle line in the mid-cycle after starting, and the short line at the top.

Originally, if the center line was made into a long line, it would appear, and the profit would be unprofitable, and then there would be a loss.

The middle line is short-term, and the profit is very small.

If the short-term is made into a long-term project, we must wait for the next cycle to solve the problem, which is 3-5 years.

Moreover, many strong stocks and pseudo-strong stocks are originally short-term, because the operating cycle is not clear, there will also be serious losses.

Therefore, determining the appropriate time period of stocks is the most critical link to solve this problem.

2, the operating habits can not be changed, change the direction of stock selection.

Learn about individual stocks and the appropriate shareholding cycle at this stage. Many people have fixed operating habits, so they buy duck eggs according to the framework. Although the method is a bit stupid, they can really find stocks that suit them.

Instead of always making stocks that are not suitable for you.

Appropriate may not make a lot of money, but at least the risk is low and stable. In the long run, it is much higher than expected.

3. Adjustment of mentality.

From stock selection to long cycle to corresponding operating habits. These three points have been achieved, and the shareholding mentality must be confident.

Whether it's short line, middle line or long line. As long as you don't break your position, you just bury your head. How much can it be pulled in the short term? Mid-line continuous band enjoys compound interest, and long-line bottom intervention can cooperate with short-line mid-line operation.

Constantly reduce the cost of holding positions, and the mentality will get better and better. Even losses are normal at first, but after two or three years, there is still pressure, that is, lack of knowledge and lack of confidence.

4. Know your mistakes and correct them.

Wrong is wrong. It must be wrong not to make money. If you are wrong, find the reason, and then you can correct it.

Many people can make mistakes again and again, and a mistake can last for five or ten years.

Without complaining about stocks, every stock can make money. If you don't complain about the market, people will make money in any market If you don't complain about the market, the market will always be right and there will be opportunities every day.

Why does stock trading always deviate from actual operation and thinking, and how to overcome it?

First of all, as a successful investor, you need both excellent technology and mature mentality. The proportion of the two in different styles of investors may be different, but they are both prerequisites for making money and controlling risks.

Secondly, the technology of stock trading includes technical analysis, fundamental analysis, market information interpretation and keen sense of smell, which can be obtained through professional books and materials, or formed through long-term observation and summary. For everyone, the sources of these technologies may be similar, but the final application effect of each person is quite different. For example, many people will buy a stock trading software, spend the same money and use the same functions, that is, some people can use it well and some people can't use it well.

Furthermore, when it comes to mentality, everyone's stock market experience is different, and their mentality training and maturity after market baptism are also different. To put it simply, for example, some people dare to start after continuous success, and stocks selected in the same way may hesitate after continuous stumbling. Over time, it is basically human greed, fear and blindness that distort the technology they admire.

In addition, under the existing trading rules, some ideas may not be realized as we wish. We can only adapt to the market, and the market will not change because of the strength of one side. If you always deviate from your ideas in practice, then you have to weigh your execution. This is basically a question of execution, and it is basically a question of mentality. Not everyone is suitable for stocks. If you can't control it and want to do it, you can only do it through other channels.

Many investors often encounter a phenomenon when trading stocks, that is, when a stock they were originally optimistic about did enough work when buying directly, through various aspects of analysis, they think that the stock will have a high probability of rising sharply in the later period, but the actual operation will change obviously after buying, especially after the stock price has a short-term obvious correction, and they begin to doubt whether there is any problem in the previous analysis, especially whether the company still has unknown thunder. I am always worried that the stock will plummet next. When I choose to sell, the stock price starts to rise obviously. Regret why you chose to sell, so how can we achieve the unity of knowledge and action? The optimistic stocks in the operation process are consistent with the actual ideas. Let's focus on the methods I used in the transaction.

Before buying, be prepared that the stock may fall. No one can guarantee that the stock will go up obviously after buying it, so even if we have the greatest confidence, there is no guarantee that we will make money after buying it. So we need to be prepared in advance before buying. What should we do when the stock falls next? Before buying, I usually do several main analyses:

First, because the rise and fall of individual stocks are affected by many factors, especially the influence of the banker's main funds on the stock price fluctuation, and the fluctuation of market conditions will also affect the direction of stock price fluctuation, we will set an important covering price before buying. The stock looks good to me in the later period, and it has been fully analyzed before buying it. The only uncertainty is whether the stock will rise directly after buying or after a short callback. When we had this expectation before buying, the short-term decline of the stock price was also within our forecast range. We can do it according to the operation strategy, and then choose to make up the position, mainly because there is no problem with the fundamentals of the stock itself.

Therefore, before buying, I have already imagined that the stock will fall, and I have made preparations in advance. How to operate when it falls, whether it is to make up the position or stop the loss, and whether there is a chance to buy later after the stop loss, so that the time operation is basically achieved, and the idea is reached.

Problems to be avoided in actual operation If the actual operation is consistent with the idea, the following problems need to be avoided, otherwise it is easy to violate the operation and idea:

First of all, don't buy stocks in Man Cang and don't operate in Man Cang. When a stock plummets and the market falls sharply, the mentality will change obviously at this time. Even if the late rise looks good, the short-term decline will wash it white. When you first buy, control your position and wait for the callback. You can choose to add positions.

Second, don't buy stocks through hearsay. When you bought the stock, you didn't analyze it carefully. People are optimistic about their ideas. If you don't analyze your own purchases, it is easy to be eliminated. For example, various analysis shows that the stock can have 50% upside, but there is a short-term callback of 10%. You don't know the specific reason for the rise. At this time, it is easy to make operational mistakes.

Third, after you have done enough analysis, don't doubt after buying it. Many investors are not confident enough after buying stocks. They ask you and him everywhere, and everyone's analysis views are inconsistent. At this time, their confidence in holding shares will also be shaken, and there will be situations where actual operations are contrary to ideas.

Conclusion: I hope that the actual operation and thinking will not run counter to each other. Before buying, I will make assumptions about various situations and make full preparations. I won't change my mind because of the short-term decline. Again, I will not operate all positions and Man Cang, nor will I listen to hearsay and doubt the reasons for my analysis.

I feel good in writing. Click a compliment. Welcome to the comments. On the weekend, a friend who traded stocks sent me a WeChat saying, Why is it so difficult to trade stocks? I know everything in my heart, but I'm confused when I get to the plate. The stock is always bad. He said that this situation is not once or twice. It has been going on for several months and can never be corrected. Sometimes I buy well, but when I watch the stock price go up well, I expect to go up a little more and then sell it. Sometimes, you know you want to sell it, but you don't act on it. I don't know what to do to reverse this passive situation.

I told him that there were two reasons for this situation:

First, stock knowledge and skills cannot be combined with trading actions, that is, knowledge and actions cannot be combined when trading;

Second, the weakness of human nature jumps out to interfere with the transaction.

It is not enough to have the knowledge and skills of stock trading. It's no use knowing more if you can't apply it to practice. I have met investors who have been trading stocks for more than ten years. When it comes to stocks, they were all thumbs when they practiced, and finally left the stock market sadly. Knowing is one thing, and operating is another. If knowledge and skills can't be integrated into operation, they can't play their due role.

Stock trading involves interests, the weakness of human nature will safeguard its own interests, and the market is anti-human. The main force will aim at the weakness of investors' human nature and formulate strategies to lure retail investors to take the bait in order to achieve their own trading purposes.

Therefore, if we can't solve the problem of integration of knowledge and practice and control our own human weakness, it is just a good wish to do a good job in stocks.

So, how to achieve the unity of knowledge and practice and restrain the weakness of human nature?

This question is a cliche. I've said it countless times in my article. There is only one way to solve this problem. Of course, if your perseverance is beyond ordinary people, you may be able to restrain your human weakness with perseverance.

I have encountered both problems. In order to solve these two problems, I have made a lot of efforts and tried many methods, all of which have little effect. I didn't solve these two problems until I realized that I should use the trading mode to achieve the unity of knowledge and action, strictly implement the trading mode with execution, and restrain my human weakness.

Don't overestimate your will and perseverance, which involves interests and is surrounded by many human weaknesses. These two guys were outnumbered and ended in failure.

Solve those two annoying problems with trading mode and execution, and the ultimate harvest will be the badge of the stock market winner!

There are two situations. The first is that you can't hold it, that is, when you make money, you always don't know how long you can hold it. This is because you don't know much about the company. What you have to do is to analyze the company's competitive advantages and future expectations, such as revenue growth, how much profit growth can be achieved, whether the market share can be improved, and what kind of strategies are there this year. The deeper you know about a company, the more you can catch it.

The second is that you can't hold it, that is, if you lose money, you can't hold it down. This is because the feeling of loss is more painful. After all, real money is a loss, and it is often more susceptible to market influence. This situation is generally because the proportion of the principal invested in your total assets is too large and the base is large enough, so you will care so much when it goes up and down. I suggest that you appropriately reduce the investment principal and invest with spare money, which will make you more determined.

Of course, a more effective way is to know the company better.

I had the same experience as you, until later, I changed a habit and seriously advised you to study and think.

In the cause analysis, there are too many times when we are too nervous and too focused on the market at the opening, so that we forget the "value points we can participate in" in the stock market at other times.

This situation is similar to that when we are calm (such as closing time), we often know our own funds, our own stock market ideas, what kind of stocks are suitable for participation, which industries and types we prefer to participate in, how to control our positions scientifically and so on.

Then, at first, the change of the disk was very complicated and tempting, and even some "bait" was deliberately made by the main force in the disk.

When you pay too much attention to the handicap, you will often fall into the atmosphere created by the main force, and it is easy to create "very worthwhile opportunities" in your brain.

Then the consequence is that the brain's one-sided thinking can't control its hands, thus carrying out "less than perfect" operation behavior.

The stock market closed, sitting in front of the computer at night and looking back at the disk-all illusions!

Repeatedly, many times, suddenly lost!

If it happens, how to overcome it, if you really have this reason, so be it.

Set yourself a few principles:

1. The main focus of stock selection and analysis is after the market closes.

A popular saying in the trading world is "trade your own plans and plan your own transactions".

In other words, the (new) operation of the opening time is only based on the first day or the established trading plan to prevent the occurrence of "temporary sudden" trading behavior; At the same time, at each closing time, after comprehensive analysis, several "trading plans" can be made for the next day.

In this way, it is simple. Under the premise of "holding the trading plan", no matter how the disk moves the next day, as long as it doesn't conform to its own "preset", the heart can be as calm as water, even in the form of "paying the bill", there is no need to stare at the disk. ...

In the long run, if you insist on "not participating in unexpected situations that you can't understand and think are immature", you can achieve "hand-brain consistency" and there will be no more cases where your brain can't control your hands.

2. Develop your own stock picking habits, only in "Kung Fu" and "Optional".

We say that there are too many varieties in the stock market, and it is difficult for you to find a "best stock" with great probability. At the same time, it takes a lot of time to read and analyze how many factors are worth participating in a stock.

Then, it makes it more difficult for individuals to choose (earn) the varieties that should theoretically earn the most.

Then, with this psychological foundation, you can calm down a lot: after-hours time, try your best to find it. You really don't regret not choosing the "leader", at least it is much more stable than placing an order in the market!

Under the insistence of this concept of "values determine", over time, your stock selection must be the variety with the highest participation after careful analysis.

Then in the stock market, we should realize that "gold always shines", and the principle of rotation effect also shows that no matter what value you recognize, other powerful investors will certainly realize that as long as you don't encounter the unfortunate situation of "accidentally stepping on thunder", your persistence will definitely bring good returns!

This question is very valuable!

Let me answer this question.

The unity of knowing and doing is the highest realm of life, not only in the stock market, but also in the stock market, which is the best place to amplify human weakness. Nervousness, caution, happiness, excitement, ecstasy, fantasy, delusion, chagrin, regret, anger, fear, fear, greed, luck, disappointment and despair will make you try the stock market in a short time. In a relatively short time, you won't experience such emotional ups and downs in any other job.

When you have lived in the stock market once or several times, you will have a feeling, improve, start to study hard, make obvious progress, and operate well, but the good times will not last long, and you will repeat the same mistakes again and again. Every time I calm down, I will regret how stupid I am, how I tripped over the same stone countless times, and how I didn't have a long memory!

Don't worry, you will make this mistake again next time, because you are a person, not a machine, and you can't be extremely rational and heartless! Because stocks are anti-human! Only by repeated cruel training with strong willpower for a long time can we achieve the triple realm of unity of knowing and doing, unity of heart and hand, and unity of man and sword. It takes time and effort, and it is also related to your understanding, but ultimately it depends on your character and perseverance. Most people can't do this, so the people who make money are always a few who can work hard, train hard and exorcise demons!

A lot of people do. This is a game between human reason and human weakness.

I summed up the solution: discipline+planning!

Planning is a decision made by human reason, which is what you call thought; And if we don't have strict discipline, it will make the actual operation contrary to the plan!

The logic behind it lies in the weakness of human nature: greed and fear.

If you go up, you will be greedy. If you know that you should sell it for profit, you will be insatiable and finally take profits. I was scared when I fell, and I knew I should stick to it, but I couldn't stand it when I fell, so I cut the meat on the ground.

Of course, no matter how perfect the system is, it is necessary to add a reasonable stop loss point, which will always be a big drop. It is not enough to be afraid of losing money by cutting meat. This is also a perfect system that needs to be carefully crafted!

I hope my idea can help you!