常見問題 FAQ
以下彙整用戶最常詢問的問題，點擊各題可展開詳細解答。
Frequently Asked Questions (FAQ)
Here are some of the most common questions from our users. Click on a question to see the full answer.
策略概念 / Strategy Overview
Q: 懶人趨勢策略的核心邏輯是什麼？用到哪些技術指標？
Q: What's the core idea behind the Lazy Trend Strategy? And which technical indicators does it use?
A: 策略主要使用短中均線(如TEMA / KAMA)交叉+搭配ATR來決定進場與出場時機。核心目標是在減少盤整虧損、跟上大波段趨勢。
A: The strategy mainly uses short- and mid-term moving average crossovers (like TEMA and KAMA), combined with ATR, to determine entry and exit points. The core goal is to minimize losses during sideways markets and catch big trends when they happen
Q: 這套策略主要適合 ETF，還是個股也能用？
Q: Is this strategy mainly designed for ETFs, or can it also be used for individual stocks?
A: 該追蹤趨勢策略針對高流動性並且是成長型ETF。 成長型ETF有明顯的優勝劣汰機制, 因此趨勢有較大機率長期向上。
個股方面消息面, 影響甚大, 並且無法確保該股價是長期向上。
A: This trend-following strategy is specifically tailored for high-liquidity, growth-oriented ETFs. These ETFs typically follow a natural selection mechanism, where underperforming components are regularly removed. This increases the likelihood of a sustained long-term upward trend.
In contrast, individual stocks are more susceptible to company-specific news and external factors, making it difficult to ensure a consistent long-term uptrend.
Q: 進場價格為什麼是用開盤價? 不能用盤中價格/收盤價嗎?
Q: Why does the strategy use the opening price for entries? Can’t we use intraday or closing prices instead?
A: 因為趨勢成形後就要立刻進場, 並且回測結果都是用訊號出來後的開盤價進行回測, 因此開盤價進場才是完全符合回測行為。
所以, 使用盤中或是收盤價也是可以的, 只是這樣就跟回測不同了, 績效不能保證
A: The reason is that once a trend signal is triggered, the strategy is designed to enter immediately at the next available price — which is the market open. Backtests are also based on the opening price following the signal, so using the open ensures consistency between live trading and historical performance.
That said, it’s technically possible to use intraday or closing prices, but doing so would deviate from the original backtest logic, and performance results may no longer be reliable.
Q: 若今天缺席沒有下單，下次訊號還能跟得上嗎？
Q: If I miss a trade today and don’t place an order, can I still catch the next signal?
A: 在出場訊號出現前都可以，但建議先確認當前部位與成本。若價格已脫離出現訊號時開盤價太多，再進場可能風險收益比不佳。
A: You can still enter as long as the exit signal hasn’t appeared. However, it’s important to check your current position and cost basis first. If the price has moved too far from the opening price at the time the signal was generated, entering late may result in a less favorable risk-reward ratio.
回測與數據 / Backtest & Data
Q: 回測期間涵蓋多久？遇到 2008 金融海嘯或 2020 疫情嗎？
Q: How long is the backtest period? Does it cover the 2008 financial crisis or the 2020 COVID-19 crash?
A: 目前回測區間都是該ETF上市的時間。 SPY / VTI 皆有涵蓋到這兩起事件, IWY / SCHG只涵蓋到2020疫情事件。
A: The current backtest period covers the full listing history of each ETF. SPY and VTI include both major events, while IWY and SCHG only cover the COVID-19 pandemic in 2020.
Q: 回測中報酬曲線是否含股息／配息再投入？
Q: Does the return curve include dividends and reinvestments?
A: 不是配息再投入。每次都是將之前出場的獲利或是虧損所剩金額再投入(複利投資)。
A: No, dividends are not reinvested. The strategy uses a compounding approach, where each new trade reinvests the remaining capital — including gains or losses — from the previous position.
Q: 回測假設的交易成本、滑價是多少？
Q: What trading costs and slippage assumptions were used in the backtest?
A: 不會有滑價問題, 因為都是在開盤前掛預約單買進開盤價, 並且ETF選擇皆是流動性佳的標的, 一般人很難因為預約單造成ETF開盤滑價。
A: Slippage is not an issue in this strategy because all trades are placed as pre-market orders to execute at the opening price. Additionally, the selected ETFs are highly liquid, making it unlikely for individual orders to impact the opening price or cause slippage.