頗具代表性的二年期美國債孳息與十年期國債孳息自2007年後倒掛，衰退憂慮加深，組合昨天沽出Cadence Design System (CDNS)，買入第2支避險公用水務股American Water Works (AWK)。公用股前景能見度較高，盈利穩定，持有較安心。
漫游倉8月2日買入第一支公用水務股: American States Water Company (AWR)。買入價78.07。一間發源於加州的公司，生產、分配及銷售自來水；同時提供污水處理服務，包括軍事設施的自來水及污水系統處理及維護。公司亦提供電力服務予部份加州住宅。
| 組合長倉持股(截至15-08-2019) |
比重 |
| 美股: |
|
|
|
| 科網軟件雲端: |
|
| Microsoft Corp |
1.92% |
| Adobe |
1.74% |
| Intuit |
1.37% |
| 風險管理: |
|
| Verisk Analytics |
1.10% |
| 電子支付: |
|
| Mastercard Incorporated |
1.64% |
| Visa Inc |
1.95% |
| Global Payments Inc |
1.58% |
| 金屬包裝及航太生產: |
|
| Ball Corporation |
2.12% |
| 工業及醫療儀器製造: |
|
| Danaher Corporation |
1.95% |
| 垃圾處理: |
|
| Waste Management |
1.90% |
| Republic Services |
2.00% |
| (Consumer Staples)飲食業: |
|
| Starbucks Corp |
1.55% |
| McDonald's Corporation |
1.33% |
| (Consumer Staples)化妝品: |
|
| Estée Lauder Companies |
0.72% |
| (Consumer Staples)家庭護理: |
|
| Procter & Gamble Company (PG) |
2.02% |
| 收租: |
|
| American Tower Corpoartion(REIT) |
0.90% |
| 空調冷熱: |
|
| Lennox International |
1.53% |
| 油漆塗料: |
|
| Sherwin-Williams Company |
1.58% |
| 悠閒康樂: |
|
| Pool Corporation |
1.78% |
| 航天國防: |
|
| Lockheed Martin Corporation |
1.89% |
| Transdigm Group Incorporated |
2.21% |
| 水務公用: |
|
| American Water Works |
1.61% |
| American States Water Company |
2.16% |
| 電力公用: |
|
| Nextera Energy |
2.20% |
|
|
| 北美指數追蹤基金mpf |
10.61% |
| 美元定期+ 現金 |
76.61% |
| 總倉位 |
128.60% |
| 淨倉位(長-短-現金) |
51.36% |
| 組合YTD(未計股價已除淨但未到派息日的股息) |
6.03% |
| Net Asset change (since 01-01-2019) |
12.12% |
| 恆指2019年YTD(截至15-08-2019) |
-1.36% |
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