8,9月看來是科技股傳統弱勢月份，但並非整體大盤也弱勢。組合暫時止賺QQQ，及沽出近期買入的MSFT&FB作開刀對象。要有心理準備原先疫情受惠股隨著疫苗進度未來更進一步而資金徐徐流出，組合增持多點舊經濟股，如買入無人再重視的道指ETF，及曾買過的SHW，SCL。
| 組合長倉持股(截至10-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至6-8-2020) | 13.12% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.03% |
| SPDR Dow Jones Industrial Average ETF Trust | 9.34% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.55% |
| Computer - Mini: | |
| Apple Inc | 4.36% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.67% |
| Semi General: | |
| NVIDIA Corp | 4.31% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.12% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.02% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.49% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.33% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.37% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.31% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.62% |
| Clorox Company | 4.17% |
| Colgate-Palmolive Company | 4.01% |
| Procter & Gamble Company | 3.80% |
| Consumer Prdts - Misc Staple: | |
| Kimberly Clark Corp. | 3.93% |
| Chemical - Diversified: | |
| Stepan Company | 3.89% |
| 現金+人壽儲蓄保險 | 9.00% |
| 總倉位 | 115.40% |
| 淨倉位(長-短-現金) | 106.45% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -0.05% |
| 恆指YTD(截至10-8-2020) | -13.53% |
| 標普500YTD(截至10-8-2020) | 4.01% |
趁回調，不如又搵啲增長既ETF儲下貨。
回覆刪除回調過後,考慮中的ETF有QQQ,ARKK
刪除