版主沽出舊經濟SCL、APD，買入微軟、Adobe，增加組合攻擊力。舊經濟股減持至佔組合17%。本週標普500曾創歷史新高及收市新高，但未能企穩於最高位之上，不過今年應是2009年QE翻版，暫時又不太擔心隨著指數上升，市況風險升溫之類。真係要擔心的應是聯儲局幾時重啟加息周期，屆時才可能會有大調整出現，但版主估計最快是2022年以後才發生。
| 組合長倉持股(截至21-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至19-8-2020) | 13.19% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.15% |
| Invesco QQQ Trust | 19.61% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.78% |
| Computer - Software: | |
| Microsoft Corp | 4.70% |
| Adobe Systems Inc | 2.51% |
| Computer Mini: | |
| Apple | 3.73% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.44% |
| Semi General: | |
| NVIDIA Corp | 4.68% |
| Auto - Domestic: | |
| Tesla | 5.25% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.14% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.07% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.28% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.51% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.32% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.96% |
| Colgate-Palmolive Company | 2.88% |
| Procter & Gamble Company | 3.00% |
| 現金+人壽儲蓄保險 | 10.05% |
| 總倉位 | 115.25% |
| 淨倉位(長-短-現金) | 105.20% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 2.44% |
| 恆指YTD(截至21-8-2020) | -10.91% |
| 標普500YTD(截至21-8-2020) | 5.15% |
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