基於加強進攻的方向進發,本週三減持了小量納指,納指持倉仍超過六成倉位,首次買入了今年走勢較納指更佳的WisdomTree Cloud Computing Fund,一支追蹤BVP Nasdaq Emerging Cloud Index的ETF,頭十大持股都是ZM,FSLY,ZS,DOCU,DDOG,TWLO,CRWD,SHOP,NET.......相信未來也不能回到疫情前的經濟生態,居家工作促進了雲軟件概念、網絡數據安全、個性化商貿平台等行業發展,筆者調撥兩成資金買入囊括一籃子雲概股的WCLD。
組合長倉持股(截至23-06-2020) | 比重 |
北美指數追蹤基金mpf (截至19-06-2020) | 13.28% |
美股 | |
ETFs - Large Cap: | |
Fidelity Nasdaq Composite Index Tracking Stock | 60.20% |
Sector ETF: | |
WisdomTree Cloud Computing Fund | 19.24% |
Computer
- Mini:
|
|
Apple Inc | 3.91% |
Computer - Software: | |
Microsoft Corp | 4.93% |
Adobe Systems Inc | 4.63% |
Internet Commerce: | |
Amazon.com Inc | 5.34% |
Semi General: | |
Nvidia Corp | 3.70% |
現金+人壽儲蓄保險 | 4.00% |
總倉位 | 119.95% |
淨倉位(長-短-現金) | 115.36% |
組合YTD(未計股價已除淨但未到派息日的股息) | -7.94% |
恆指YTD(截至24-06-2020) | -12.09% |
標普500YTD(截至23-06-2020) | -3.08% |