組合回顧
組合在過去一星期沽出了PG, AWK。PG已經足足升了整整一年，升勢有可能到了尾聲，因此沽出。組合公用股亦已有頗多，公用股普遍市盈率達廿幾倍至三十幾倍，所以酙量減持，沽出水務AWK；買入了3隻美股:Alphabet Cl C, JP Morgan Chase & Co 及First Capital Inc。
First Capital Inc(NASDAQ: FCAP) 屬Russell 2000, Russell 3000指數成份股之一。62.75買入。公司為聯邦特許儲蓄銀行，經營First Federal Bank之控股公司。公司提供一系列的存款工具，包括定期儲蓄帳戶、退休儲蓄計畫，還提供房地產扺押貸款、住宅和商業物業的建築貸款、亦在二級市場銷售創始扺押貸款。此外，FCAP還提供汽車及卡車貸款、船貸款、移動房屋貸款、和以儲蓄存款為擔保之貸款。
展望
月底今年內第三次減息機會頗高。待大市調整時，或會分注買入美股指數ETF。
| 組合長倉持股(截至19-10-2019) | 比重 | |
| 科網軟件雲端: | ||
| Microsoft Corp | 1.92% | |
|
1.24% | |
| 半導體: | ||
| ASML Holding NV | 1.52% | |
| Taiwan Semiconductor Manufacturing Company Ltd | 1.97% | |
| 風險管理: | ||
| Verisk Analytics | 1.08% | |
| 電子支付: | ||
| Mastercard Incorporated | 1.62% | |
| 銀行: | ||
| First Capital Inc | 1.68% | |
| First Financial Bankshares Inc. | 2.02% | |
| JP Morgan Chase & Co | 0.60% | |
| 垃圾處理: | ||
| Waste Management | 1.87% | |
| Republic Services | 1.94% | |
| (Consumer Staples)飲食業: | ||
| Starbucks Corp | 1.37% | |
| McDonald's Corporation | 1.25% | |
| (Consumer Staples)化妝品: | ||
| Estée Lauder Companies | 0.74% | |
| 收租: | ||
| American Tower Corpoartion(REIT) | 0.91% | |
| 油漆塗料: | ||
| Sherwin-Williams Company | 1.68% | |
| 悠閒康樂: | ||
| Pool Corporation | 1.95% | |
| 航天國防: | ||
| Lockheed Martin Corporation | 1.86% | |
| Transdigm Group Incorporated | 2.10% | |
| Teledyne Technologies | 1.60% | |
| 水務公用: | ||
| American States Water Company | 2.35% | |
| 電力公用: | ||
| Nextera Energy | 2.32% | |
| Unitil Corporation | 1.43% | |
| 天然氣分銷運輸公用: | ||
| Southwest Gas Holdings | 1.42% | |
| 殯葬服務商: | ||
| Service Corp International | 1.81% | |
| 北美指數追蹤基金mpf (截至16-10-2019) | 11.07% | |
| 美元定期+ 現金 | 74.83% | |
| 總倉位 | 126.15% | |
| 淨倉位(長-短-現金) | 51.31% | |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 6.82% | |
| Net Asset change (since 01-01-2019) | 15.12% | |
| 恆指2019年YTD(截至18-10-2019) | 3.38% |
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