1. Operation cycle: First, consider the direction of short-,medium-and long-term market trends, and decide what kind of operation to carry out, so as to carry out operation layout. The direction of long-term operation is "potential" first, follow the direction of the market, and don't subjectively preset the top and bottom.

2. Capital planning: After the business direction is decided, the overall capital planning must be carried out. First decide how big the part to be operated is, usually with reference to investment. A higher proportion of funds can be invested in the long-term part, and the short-term part should not exceed one-third of the total investment.

Third, there must be a plan for offense and defense: the formulation of strategy focuses on defense, and a solid defense plan can only be used to attack the outside world. For example, if there is no strong backing or flexible retreat, the chances of winning will be very low. On the contrary, they tend to linger in the last position and put all their eggs in one basket.

Fourth, the setting of stop loss point: in the face of different operation stages, the setting of stop loss point is also different. In the long-term operation, the choice of stop loss needs a higher proportion, accounting for a higher proportion of funds, in case it is swept out of the house because of a temporary reversal of the market.