2020年即將過去，過去一年股海驚濤駭浪，現實世界也如是。３月大跌市後，其後因個人信心不足，經常升時再追，市大跌時斬部份，導致回報與大盤指數差距愈大。下半年板塊輪動頻現，傳產股升勢短暫，未有後續資金接力，最終還是增長股跑出，同時整體市寛改善。除了蘋果因打算開發電動車業務最近股價走強外，８月以後FAMNG走勢現疲態，８月以後持有FAMNG也難提升組合回報。比特幣個人不懂看，亦錯過了Square今年以來的升幅。過去十年的股王也有光環褪色的一天。未來十倍股名單也須重新審視。微軟憑藉視窗及Office成為第一代互聯網霸主，其後沒有甚麼大動作，錯過了智能移動裝置等大主題，直至早幾年開發雲端Azure才迎來股價第二春，不過雲端這個主題會有炒完的一天嗎？木宰羊。春天也有完結的一天。技術沒再迎來突破，新經濟也有淪為舊經濟的一日。未來一年的投資主題大致上是ＡＩ半導體相關、物聯網、雲端網絡保安、３Ｄ打印、電動車軟件系統等。
過去一週組合回報上升0.2%，標普500下跌0.18%。
週結
本週沽出GOOG,買了SaaS股ADSK。ADSK客戶多元化，也包括電動車Tesla，最近半年走勢好過另一SaaS股ADBE。較遺憾在175.58沽出CRWD，又一沽升淚。
本週組合下跌0.2%。標普500升1.4%。倉位處較低水平，候機再吼。
週結
本週五將倉位縮至頗低水平，因想再鎖定強勢板塊再吼。除Google外，FAAMG7月至今一直橫行，電動車升勢蔓延至較低市值、落後的充電樁股份，醫療及傳產股最近也冇甚表現，只剩下部份SaaS股、個別新能源股、飲品股較強勢。
本週組合回報下跌0.7%，標普500下跌1.1%。
市況短評
本週止賺了Tesla，買入了SaaS股ADSK及會計財務軟件的INTU。美股基本是回復慢牛向上，其餘持股走勢暫無大礙。
本週組合回報上升了1.5%。標普500指數上升了1.89%。
市況短評
今週賣出了DHR,RSG,買入了TSLA。今週傳產股不及上週強勢。組合目前較為集中，實在沒太多的標想買。市況麻麻，道指３萬點大關總是攻破唔到。冀望這一天會來臨。
市況短評
本週一疫苗有好消息後，今週板塊輪動較頻密，傳統產業股有資金持續流入，星期一、二眾多科網股大插水，星期五晚傳統產業股再一次跑贏科網股，道指一週內跑贏納指的日子達３天，屬今年以來首見。疫情受惠股、電商股及互聯網Saas股因今年受疫情催谷而預支埋未來的升幅，自９月以後逐步減弱，最近傳統產業股向上反撲勢頭一次猛過一次，因此預計疫苗從目前第三階段至全面量產將不斷有好消息出現，估計傳產股未來數月走勢會較佳。企業股價長線均值迴歸正發揮威力。
本週二買入道指ETF,ASML,週四加注台積電，買入RSG；週五再加注台積電。Alphabet近來走勢係FAANG中最好，最近Alphabet X 實驗室研發的新技術「光束無線傳輸數據」，於長達20公里的射程內，兩個終端之間交換數據，不用鋪設光纖。Google早一兩年前已傳出著手研發量子電腦。
版主認為雲端股的護城河可能不是之前想像般高，其實目前好多Internet 公司皆發展Saas,Iaas,Paas等，相互間有不少競爭，股價經常大幅波動。反而半導體股如台積電、荷蘭光刻機ASML股價於大盤急調整期間較硬淨，似反映護城河較深的感覺。
市況短評
今週重新買入700，預計特朗普一去位，中港股市陰霾將散，因此重新配置部份倉位於港股。美股則繼續以新經濟及傳統產業股打孖配置。拜登一旦當選較有利新能源，因此今週買入NEE。醫療股普遍強勢,今週組合加入BIO。今週買入GOOG，績後股價很快升穿９月初高位，美國疫情仍然嚴重，大眾較少外出，GOOG本身含有不少家居影視娛樂的元素，可能因此表現較好。
市況短評
今週倉位緩緩降至舒適的水平，普遍科技股績佳好過預期但大跌，或許之前炒至估值高而剛好遇上歐美疫情惡化，對經濟再度打擊，而又無新一輪財政刺激計劃紓困，聯儲局無新招出，大戶有誘因於過去數月高位慢慢滲貨予街外人，大盤自７月以後，似形成一個頂部區域。反而今年3月大跌市前的1-2月並無形成頂部派發型態。老牛行情行了11年，目前已屆掛黃旗時刻。
目前要看看一些心儀股份何時再有收集跡象才會逐漸提高倉位。
週結(12.10.2020 - 16.10.2020)
週四止蝕FSLY及沽出AAPL，買入ZM、ROK及NEE。之前買FSLY時其實掃佢D news headlines好多顯示high court filed against......，心裏曾經有一點狐疑，尤其佢大客係抖音，或許早應迴避呢類風眼股，警覺性不足，日後須謹記。歐美疫情反彈，看來視像會議趨勢不可逆轉了。NEE經營太陽能、風電、核能，屬拜登概念股之一。ROK是傳統工業股，版主認為傳統產業股仍有其必要性。傳統產業股佔組合34.9％。
下星期多間公司公怖第３季季績，看來隨時又要吃驚風散了。
市況短評
週一晚沽出DDOG, 換碼至AAPL。FSLY,TWLO,DDOG走勢相當接近，但３者中以DDOG動量較弱，搜尋多篇新聞皆沒有和物聯網有關，因此沽出。今晚蘋果可能有新型號手機推出，反而有點憧憬，不過股價之後走勢還要看新手機定價及售後反應。
市況轉強，目前仍欠道指未創歷史新高，不過今日強生公怖第3期試驗，有志願者不適需剎停測試，看來至新疫苗推出前仍有壞消息反覆浮現。
週結(10.5.2020-10.10.2020)
今週版主加入大型科網股，包括MSFT,AMZN,CRM。中小型科網股買入FSLY,TWLO,DDOG。傳統產業股掃入BLL,NKE,PG,醫療股買入TMO。早前有個針對Apple,Google,Facebook,Amazon的民主黨領導的眾議院反壟斷競爭委員會完成報告，可能是FAANG弱勢的原因。有評論指該法可能阻止科網巨企插手其它領域或進行拆骨，不過結果如何無人知。版主一直較少買入中小型科網股，但見它們早於大市見底及創新高，及聽聞下一輪科技浪潮會向人工智能(Artificial Intelligence, AI)及物聯網(Internet of things, IoT)進發，與AI相關的NVDA7月17日已持有。版主今週係headlines見到FSLY及TWLO和Internet of things 沾上關係，話FSLY 既edge computing同IoT有關。9月30日企業新聞一則Twilio Expands IoT Offering with Introduction of Microvisor IoT Platform。
今週倉位提升至97%，傳統產業股佔組合提升至31.7%。Ball Corporation呢間企業原先是做金屬包裝於飲食業,容器,工業用等，但目前發展到客戶包括大空總署，供應物料製造Satellites。
市況短評
上週五晚深夜時2,3點紮醒了，做了一輪買賣後，本來已打算將QQQ換碼至SPY，因近日傳統產業股明顯有轉好的跡象，及８月時納指中線市寬熊背馳明顯過標指。不過凌晨３點幾紮醒實在仍然太眼訓，所以遲至今天才換碼至標普500ETF: SPY。淨倉位回升至99%。傳產股佔組合31.6%。
| 組合長倉持股(截至14-9-2020 10:20pm) | 比重 |
| 北美指數追蹤基金mpf (截至9-9-2020) | 13.62% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 30.50% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.42% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.56% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.64% |
| Semi General: | |
| NVIDIA Corp | 4.77% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.23% |
| Beverages - Alcohol: | |
| Brown-Forman Corp | 3.89% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.79% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.34% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.87% |
| Procter & Gamble Company | 3.08% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.95% |
| Waste Removal Svcs: | |
| Republic Services | 4.27% |
| 現金+人壽儲蓄保險 | 15.48% |
| 總倉位 | 114.5% |
| 淨倉位(長-短-現金) | 99.08% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0% |
| 恆指YTD(截至14-9-2020) | -12.59% |
| 道指YTD(截至11-9-2020) | -1.86% |
| 標普500YTD(截至11-9-2020) | 3.41% |
週結(7.9.2020-11.9.2020)
板塊輪動日趨明顯，增長股和價值股差距於９月初超越千禧年科網狂潮水平，加上美國疫後經濟逐漸復甦，最新失業率下跌至8.4%，近日急調整市中，資金沒有明顯撤出股市，但有部份從互聯網股流出，流向有增長能力的傳統產業股。週五晚進一步減持科技股，沽出QQQ,AAPL，但買入醫療儀器股TMO。現金提升至33%。傳統產業股佔組合31.6%。
| 組合長倉持股(截至11-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至9-9-2020) | 13.62% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.21% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.42% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.56% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.64% |
| Semi General: | |
| NVIDIA Corp | 4.77% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.23% |
| Beverages - Alcohol: | |
| Brown-Forman Corp | 3.89% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.79% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.34% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.87% |
| Procter & Gamble Company | 3.08% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.95% |
| Waste Removal Svcs: | |
| Republic Services | 4.27% |
| 現金+人壽儲蓄保險 | 33.86% |
| 總倉位 | 114.7% |
| 淨倉位(長-短-現金) | 80.85% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -1.43% |
| 恆指YTD(截至11-9-2020) | -13.08% |
| 道指YTD(截至11-9-2020) | -1.86% |
| 標普500YTD(截至11-9-2020) | 3.41% |
| 組合長倉持股(截至8-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至4-9-2020) | 13.82% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.24% |
| Invesco QQQ Trust | 19.35% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.42% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.65% |
| Computer Mini: | |
| Apple | 3.64% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.57% |
| Semi General: | |
| NVIDIA Corp | 4.70% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 4.04% |
| Beverages - Alcohol: | |
| Brown-Forman Corp | 3.89% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.60% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.34% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.85% |
| Procter & Gamble Company | 3.05% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.90% |
| Waste Removal Svcs: | |
| Republic Services | 4.18% |
| 現金+人壽儲蓄保險 | 15.50% |
| 總倉位 | 114.80% |
| 淨倉位(長-短-現金) | 99.20% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -2.00% |
| 恆指YTD(截至9-9-2020) | -13.2% |
| 道指YTD(截至8-9-2020) | -2.44% |
| 標普500YTD(截至8-9-2020) | 3.12% |
| 組合長倉持股(截至4-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至2-9-2020) | 13.65% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.05% |
| Invesco QQQ Trust | 19.47% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.29% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.65% |
| Computer - Software: | |
| Microsoft Corp | 4.60% |
| Computer Mini: | |
| Apple | 3.74% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.47% |
| Semi General: | |
| NVIDIA Corp | 4.77% |
| Auto - Domestic: | |
| Tesla | 5.38% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 3.88% |
| Beverages - Alcohol: | |
| Brown-Forman Corp | 3.78% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.50% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.22% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.78% |
| Procter & Gamble Company | 2.96% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.82% |
| 現金+人壽儲蓄保險 | 10.10% |
| 總倉位 | 114.00% |
| 淨倉位(長-短-現金) | 104.00% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 2.34% |
| 恆指YTD(截至4-9-2020) | -12.40% |
| 標普500YTD(截至4-9-2020) | 6.07% |
| 組合長倉持股(截至1-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至28-8-2020) | 12.80% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.00% |
| Invesco QQQ Trust | 19.58% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.23% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.71% |
| Computer - Software: | |
| Microsoft Corp | 4.79% |
| Computer Mini: | |
| Apple | 3.78% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.43% |
| Semi General: | |
| NVIDIA Corp | 4.80% |
| Auto - Domestic: | |
| Tesla | 5.70% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 3.93% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.16% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.37% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.13% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.77% |
| Procter & Gamble Company | 2.88% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.73% |
| 現金+人壽儲蓄保險 | 10.00% |
| 總倉位 | 113.80% |
| 淨倉位(長-短-現金) | 103.80% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 7.38% |
| 恆指YTD(截至1-9-2020) | -10.66% |
| 標普500YTD(截至1-9-2020) | 9.16% |
| 組合長倉持股(截至27-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至25-8-2020) | 13.00% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.15% |
| Invesco QQQ Trust | 19.65% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.36% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.74% |
| Computer - Software: | |
| Microsoft Corp | 4.63% |
| Computer Mini: | |
| Apple | 3.96% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.51% |
| Semi General: | |
| NVIDIA Corp | 4.84% |
| Auto - Domestic: | |
| Tesla | 5.25% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.10% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.35% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.49% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.31% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.91% |
| Colgate-Palmolive Company | 2.87% |
| Procter & Gamble Company | 2.98% |
| 現金+人壽儲蓄保險 | 9.95% |
| 總倉位 | 115.10% |
| 淨倉位(長-短-現金) | 105.15% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 4.8% |
| 恆指YTD(截至27-8-2020) | -10.32% |
| 標普500YTD(截至27-8-2020) | 7.85% |
| 組合長倉持股(截至21-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至19-8-2020) | 13.19% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.15% |
| Invesco QQQ Trust | 19.61% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.78% |
| Computer - Software: | |
| Microsoft Corp | 4.70% |
| Adobe Systems Inc | 2.51% |
| Computer Mini: | |
| Apple | 3.73% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.44% |
| Semi General: | |
| NVIDIA Corp | 4.68% |
| Auto - Domestic: | |
| Tesla | 5.25% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.14% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.07% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.28% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.51% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.32% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.96% |
| Colgate-Palmolive Company | 2.88% |
| Procter & Gamble Company | 3.00% |
| 現金+人壽儲蓄保險 | 10.05% |
| 總倉位 | 115.25% |
| 淨倉位(長-短-現金) | 105.20% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 2.44% |
| 恆指YTD(截至21-8-2020) | -10.91% |
| 標普500YTD(截至21-8-2020) | 5.15% |
| 組合長倉持股(截至18-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至14-8-2020) | 13.14% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.19% |
| Invesco QQQ Trust | 19.43% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.75% |
| Computer Mini: | |
| Apple | 3.65% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.63% |
| Semi General: | |
| NVIDIA Corp | 4.74% |
| Auto - Domestic: | |
| Tesla | 5.19% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.05% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.34% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.55% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.33% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.96% |
| Colgate-Palmolive Company | 2.86% |
| Procter & Gamble Company | 3.01% |
| Chemical - Diversified: | |
| Air Products & Chemicals | 3.80% |
| Stepan Company | 3.94% |
| 現金+人壽儲蓄保險 | 9.53% |
| 總倉位 | 115.28% |
| 淨倉位(長-短-現金) | 105.76% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 1.15% |
| 恆指YTD(截至19-8-2020) | -10.68% |
| 標普500YTD(截至18-8-2020) | 4.92% |
| 組合長倉持股(截至17-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至13-8-2020) | 13.23% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.11% |
| SPDR Dow Jones Industrial Average ETF Trust | 9.36% |
| Invesco QQQ Trust | 19.41% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.62% |
| Auto - Domestic: | |
| Tesla | 4.73% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.68% |
| Semi General: | |
| NVIDIA Corp | 4.74% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.18% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.06% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.32% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.55% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.38% |
| Chemical - Diversified: | |
| Air Products & Chemicals | 3.87% |
| Stepan Company | 3.94% |
| 現金+人壽儲蓄保險 | 9.18% |
| 總倉位 | 115.35% |
| 淨倉位(長-短-現金) | 106.17% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0.74% |
| 恆指YTD(截至18-8-2020) | -10.01% |
| 標普500YTD(截至17-8-2020) | 4.68% |
| 組合長倉持股(截至14-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至12-8-2020) | 13.30% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.14% |
| SPDR Dow Jones Industrial Average ETF Trust | 29.30% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.59% |
| Computer - Mini: | |
| Apple Inc | 4.49% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.59% |
| Semi General: | |
| NVIDIA Corp | 4.52% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.18% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.04% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.25% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.55% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.37% |
| Chemical - Diversified: | |
| Air Products & Chemicals | 3.86% |
| Stepan Company | 3.93% |
| 現金+人壽儲蓄保險 | 9.33% |
| 總倉位 | 115.40% |
| 淨倉位(長-短-現金) | 106.10% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0.01% |
| 恆指YTD(截至14-8-2020) | -10.66% |
| 標普500YTD(截至14-8-2020) | 4.39% |
| 組合長倉持股(截至12-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至6-8-2020) | 13.18% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.13% |
| SPDR Dow Jones Industrial Average ETF Trust | 29.48% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.54% |
| Computer - Mini: | |
| Apple Inc | 4.36% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.62% |
| Semi General: | |
| NVIDIA Corp | 4.32% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.10% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 3.97% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.51% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.24% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.36% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.30% |
| Chemical - Diversified: | |
| Stepan Company | 3.91% |
| 現金+人壽儲蓄保險 | 9.44% |
| 總倉位 | 115.42% |
| 淨倉位(長-短-現金) | 105.98% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0.07% |
| 恆指YTD(截至13-8-2020) | -10.5% |
| 標普500YTD(截至12-8-2020) | 4.63% |
| 組合長倉持股(截至10-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至6-8-2020) | 13.12% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.03% |
| SPDR Dow Jones Industrial Average ETF Trust | 9.34% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.55% |
| Computer - Mini: | |
| Apple Inc | 4.36% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.67% |
| Semi General: | |
| NVIDIA Corp | 4.31% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.12% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.02% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.49% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.33% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.37% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.31% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.62% |
| Clorox Company | 4.17% |
| Colgate-Palmolive Company | 4.01% |
| Procter & Gamble Company | 3.80% |
| Consumer Prdts - Misc Staple: | |
| Kimberly Clark Corp. | 3.93% |
| Chemical - Diversified: | |
| Stepan Company | 3.89% |
| 現金+人壽儲蓄保險 | 9.00% |
| 總倉位 | 115.40% |
| 淨倉位(長-短-現金) | 106.45% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -0.05% |
| 恆指YTD(截至10-8-2020) | -13.53% |
| 標普500YTD(截至10-8-2020) | 4.01% |
