Feeling lost in investing is normal; the key is to rationally organize your thoughts and gradually find your direction. Here are a few practical methods:


  1. Stop for a moment, and revisit your original intentions
    Feeling lost often arises from too much mixed information or fluctuations disrupting judgment. It’s better to pause trading, write down the reasons for entering the market and the underlying logic you accepted, then compare it with the current market changes — is the logic itself wrong, or is it just short-term emotions causing confusion? Many times, clarifying 'why you started' can filter out a lot of noise.

  2. Strengthen your foundation, enhance your understanding
    Anxiety often stems from insufficient knowledge. Reassess the assets you’ve invested in: What is the underlying technology? What are the application scenarios? Where is the value support coming from? If you find you understand only half of it, feeling lost is actually a reminder that you need to catch up on your learning — at this point, learning is much more reliable than making blind moves.

  3. Narrow your scope, stay within your circle of competence
    With too many market targets and information, trying to seize every opportunity can lead to getting lost. It’s better to identify a few areas or targets that you truly understand and deeply study their patterns, ignoring opportunities beyond your comprehension. By concentrating your energy, your judgments will be more accurate, and your confusion will diminish.

  4. Set rules, prevent emotional decisions
    When feeling lost, it’s easy to be swayed by emotions; setting rules in advance can serve as an 'anchor'. For instance, set profit-taking and stop-loss levels, position ratios, or even clarify 'if I don’t understand, I won’t act'. Rules can help you maintain rationality amidst fluctuations and avoid impulsive decisions.

  5. Look at the long term, downplay the short term
    Much of the confusion comes from being too concerned with short-term ups and downs, but markets have cycles, and short-term fluctuations are often random. Try extending your time horizon and consider whether the long-term trends in the industry are still present — for example, the pace of technological advancement and application implementation. If the long-term logic hasn’t changed, short-term confusion may simply be a normal phase within the cycle; being patient is often wiser.


In the end, feeling lost is a mismatch between 'cognition and reality'. Either enhance your understanding, or adjust your expectations; use rationality to combat emotions, constrain your behavior with rules, and find your own rhythm. This is more important than stubbornly enduring.