年初時美股倉只有少量科技股，依家提升到大比例。買股票應以嘗試心態買入未來十年千里馬的方向出擊，大中小盤股也可以。只有買一些能顛覆整個行業的新生態的新經濟股，才有望令回報大幅改善。疫情令舊經濟股市值進一步萎縮。正如一百年前道指成份股和今日已經面目全非。即使撈底也應以新經濟股作出擊方向。
組合買入TSLA。
| 組合長倉持股(截至12-05-2020) | 比重 |
| 北美指數追蹤基金mpf (截至07-05-2020) | 12.43% |
| 美股 | |
| ETFs - Large Cap | |
| Invesco QQQ Trust | 23.06% |
| Computer - Software: | |
| Microsoft Corp | 9.56% |
| Computer - Mini: | |
| Apple Inc | 9.80% |
| Internet Commerce: | |
| Amazon.com Inc | 4.94% |
| Semi Analog & Mixed: | |
| Monolithic Power Sys | 5.60% |
| Semi General: | |
| Nvidia Corp | 4.65% |
| Auto - Domestic: | |
| Tesla Inc | 4.30% |
| Electronic Misc Services: | |
| Jack Henry & Assoc | 4.78% |
| Laboratory Analytical Instruments: | |
| Bio-Rad Laboratories | 9.70% |
| Specialty Cleaning, Polishing and Sanitation: | |
| Clorox Company | 15.48% |
| Retail - Restaurants: | |
| Domino's Pizza | 9.77% |
| 現金+人壽儲蓄保險 | 6.47% |
| 總倉位 | 120.53% |
| 淨倉位(長-短-現金) | 114.07% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -11.76% |
| 恆指YTD(截至12-05-2020) | -12.73% |
| 標普500YTD(截至13-05-2020 midnight) | -9.82% |
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