今晚組合Year to date 回報終於錄得正數，過去數月相當難挨。在此先留過記錄。
今晚組合汰弱留強，沽出大升市連續二天跑輸的FSLY, DDOG，換碼至納指QQQ。處於大升浪途中，組合不能容忍個別持股連續三數天弱於大盤。
| 組合長倉持股(截至14-07-2020 12:15am) | 比重 |
| 北美指數追蹤基金mpf (截至08-07-2020) | 12.20% |
| 美股 | |
| ETFs - Large Cap: | |
| Fidelity Nasdaq Composite Index Tracking Stock | 46.05% |
| Invesco QQQ Trust | 6.63% |
| Computer - Mini: | |
| Apple Inc | 3.85% |
| Computer - Software: | |
| Microsoft Corp | 4.74% |
| Adobe Systems Inc | 4.50% |
| Internet - Software: | |
| Zoom Video Communications | 3.70% |
| Internet Commerce: | |
| Amazon.com Inc | 5.81% |
| Internet - Services: | |
| Shopify | 3.74% |
| Semi General: | |
| Nvidia Corp | 4.13% |
| Semi-Eqpt Wafer Fabrication: | |
| ASML Holding NV | 4.24% |
| Broadcast - Radio & TV: | |
| Netflix | 3.49% |
| Auto - Domestic | |
| Tesla | 6.09% |
| 現金+人壽儲蓄保險 | 6.91% |
| 總倉位 | 116.09% |
| 淨倉位(長-短-現金) | 109.18% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0.77% |
| 恆指YTD(截至10-07-2020) | -8.58% |
| 標普500YTD(截至14-07-2020 12:15am) | -0.13% |
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