組合再增持工業化學品清潔股，有點擔心美國新房貸按年增長升幅雖回到疫情前，但始終未有疫苗現世，經濟未真正回復，沽出SHW。Intel延遲生產7nm晶片，對手AMD受惠，AMD伙伴台積電也受惠。ASML近日較弱勢未知是否因Intel延遲生產晶片有關，組合星期五晚暫時沽出ASML，換碼至清潔耐用品股。
| 組合長倉持股(截至24-07-2020) | 比重 |
| 北美指數追蹤基金mpf (截至22-07-2020) | 13.32% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 26.83% |
| Computer - Mini: | |
| Apple Inc | 3.81% |
| Computer - Software: | |
| Microsoft Corp | 4.73% |
| Adobe Systems Inc | 4.43% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.15% |
| Semi General: | |
| NVIDIA Corp | 4.16% |
| Medical Products: | |
| Bio-Rad Laboratories | 4.37% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.28% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.22% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.21% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.10% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.32% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.43% |
| Clorox Company | 4.25% |
| Colgate-Palmolive Company | 4.08% |
| Chemical - Specialty: | |
| Ecolab Inc. | 4.30% |
| Chemical - Diversified: | |
| Stepan Co. | 3.87% |
| 現金+人壽儲蓄保險 | 9.00% |
| 總倉位 | 117.00% |
| 淨倉位(長-短-現金) | 108.00% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -4.80% |
| 恆指YTD(截至27-07-2020) | -12.72% |
| 標普500YTD(截至24-07-2020) | -0.47% |
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