本週組合加強進攻力,納指比重稍下跌至79%,有餘錢會再增持。騰出來的資金買入最多5隻動力強勢股。過多幾年,納指隨時繼道指之後趕過恆指,今番升市可能同2009年聯儲局推量寬QE1期間差唔多。
| 組合長倉持股(截至10-06-2020) | 比重 |
| 北美指數追蹤基金mpf (截至05-06-2020) | 13.73% |
| 美股 | |
| ETFs - Large Cap: | |
| Fidelity Nasdaq Composite Index Tracking Stock | 78.68% |
| Computer - Mini: | |
| Apple Inc | 3.85% |
| Computer - Software: | |
| Microsoft Corp | 4.88% |
| Internet Commerce: | |
| Amazon.com Inc | 5.26% |
| Semi General: | |
| Nvidia Corp | 3.72% |
| Auto - Domestic: | |
| Tesla Inc | 5.09% |
| 現金+人壽儲蓄保險 | 3.80% |
| 總倉位 | 119.02% |
| 淨倉位(長-短-現金) | 115.21% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -9.03% |
| 恆指YTD(截至11-06-2020) | -13.16% |
| 標普500YTD(截至10-06-2020) | -1.26% |
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