組合週五晚沽出MSFT及 BIO，換碼納指QQQ。MSFT自七月中出業績後，走勢一直弱於納指，有點食老本感覺，看來蘋果才是更受惠宅在家娛樂＋工作一身概念股，細小移動型產品是其優勢，止賺MSFT。BIO業績好過預期不少，但Q2盈利按年增長下跌唔少，加上業績後股價以下跌收盤，蝕手續費離場及換碼至QQQ。
直至目前，組合不少股票皆業績優於預期及出業績後有良好反應。雖則以下跌比率及下跌幅度以言，8月是美股12個月中表現最差，但今年市況是近數十年以來屬相當特殊的年份，傳統指標未必一定準，仍然覺得今年是2009年翻版。
| 組合長倉持股(截至31-7-2020) | 比重 |
| 北美指數追蹤基金mpf (截至29-7-2020) | 12.78% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 20.20% |
| Invesco QQQ Trust | 8.82% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.67% |
| Computer - Mini: | |
| Apple Inc | 4.19% |
| Computer - Software: | |
| Adobe Systems Inc | 4.38% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.67% |
| Semi General: | |
| NVIDIA Corp | 4.19% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.08% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.26% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.23% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.26% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.75% |
| Clorox Company | 4.24% |
| Colgate-Palmolive Company | 4.08% |
| Procter & Gamble Company | 3.76% |
| Consumer Prdts - Misc Staple: | |
| Kimberly Clark Corp. | 3.82% |
| 現金+人壽儲蓄保險 | 9.00% |
| 總倉位 | 115.60% |
| 淨倉位(長-短-現金) | 106.58% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -1.60% |
| 恆指YTD(截至3-8-2020) | -13.24% |
| 標普500YTD(截至31-7-2020) | 1.25% |
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