Consumer sentiment just came in at 47.6 . Worst number in recorded history. Missed expectations by a mile. Iran deal fell apart. Fear sitting at 16 . Everyone's losing their minds.

This is exactly when I deploy my crash buying strategy. Not because I'm brave or smart. Because I have rules that force me to act when my brain is screaming at me not to. Sharing the whole thing here because honestly I needed to write it down anyway to keep myself accountable.

The Setup

I use a 3-bucket system. Each bucket has a specific job and I never mix them.

Bucket one is my core position. This is 50% of my allocated capital for the trade. I deploy this when the Fear & Greed Index drops below 20 and we've had at least 3 consecutive red weeks. We're there right now. This goes into high-quality names only. Think MSFT , large caps with real earnings. No garbage tickers. No $FUSE or $MAPSW chasing.

Bucket two is my scale-in bucket. 30% of capital. I deploy this in three equal tranches. Each tranche goes in when the market drops another 3% from my bucket one entry. So if I buy bucket one at SPY 500, bucket two first tranche goes in at 485, second at 470, third at 455. If we never drop that far, great. I'm already positioned. If we do, I'm averaging into the panic.

Bucket three is my moon bag. 20% of capital. This only gets deployed if Fear drops below 10. That's generational terror. March 2020 vibes. This is the bucket that makes the whole strategy work because you're buying when literally everyone has given up.

Entry Rules

Never buy on the day of the big drop. Wait for the next day. Let the algorithms flush out the stop losses. The best buys come on day two or three when the initial panic has subsided but nobody believes in a bounce yet.

Only buy individual stocks if you can answer this question: will this company exist and be profitable in 3 years regardless of what happens with Iran or tariffs? If you hesitate, buy the index instead.

No leveraged ETFs. No options. This strategy is boring on purpose. The magic is in the discipline, not the instruments.

Exit Rules

This is where most people screw up. They buy during the crash, then sell too early because they're traumatized.

I sell bucket one when Fear crosses back above 45. Bucket two at 55. Bucket three at 65. This means I'm selling into strength while everyone is getting greedy again. Does it mean I won't catch the exact top? Absolutely. But I'd rather sell early than hold through the next crash.

If any position drops 15% from my entry, I stop adding. Period. Doesn't matter what the chart looks like. Doesn't matter how cheap it feels. The market is telling me I'm wrong and I listen.

What I'm doing right now

Consumer sentiment at 47.6 is genuinely scary. Iran deal dead. But the market has already priced in a tremendous amount of bad news. I deployed bucket one yesterday into quality names. Sitting on bucket two and three, waiting.

Not touching the garbage on the gainers list. $CREG +85% , $SLXNW +82% - that's not a s…

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