科技股續弱勢,今晚開始止賺部份科技股,增持多點舊經濟,1間是賣梳打粉,另1間是有賣消毒潔手液,受惠疫情。還有1間是營運家居後園的泳池材料幕牆。人們不能出外享受休閒活動,因此被困家居享受悠閒運動。
| 組合長倉持股(截至16-07-2020) | 比重 |
| 北美指數追蹤基金mpf (截至09-07-2020) | 13.00% |
| 美股 | |
| ETFs - Large Cap: | |
| Fidelity Nasdaq Composite Index Tracking Stock | 47.00% |
| SPDR Dow Jones Industrial Average ETF Trust | 16.98% |
| Computer - Mini: | |
| Apple Inc | 3.99% |
| Computer - Software: | |
| Microsoft Corp | 4.81% |
| Adobe Systems Inc | 4.41% |
| Auto - Domestic: | |
| Tesla | 5.59% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 3.98% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.36% |
| Chemical - Specialty: | |
| Ecolab Inc | 4.26% |
| 現金+人壽儲蓄保險 | 8.80% |
| 總倉位 | 117.00% |
| 淨倉位(長-短-現金) | 108.25% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -4.13% |
| 恆指YTD(截至16-07-2020) | -11.42% |
| 標普500YTD(截至16-07-2020) | -0.13% |
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