版主減持個別板塊比重，沽出CHD，但暫時不想再增持科技股，換碼至早前曾沽出的氣體生產商APD，組合本身較缺少這類化學品股，保持舊經濟佔組合約23%。經濟復甦應可帶動工業股盈利回升。
| 組合長倉持股(截至1-9-2020) | 比重 |
| 北美指數追蹤基金mpf (截至28-8-2020) | 12.80% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.00% |
| Invesco QQQ Trust | 19.58% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.23% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.71% |
| Computer - Software: | |
| Microsoft Corp | 4.79% |
| Computer Mini: | |
| Apple | 3.78% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.43% |
| Semi General: | |
| NVIDIA Corp | 4.80% |
| Auto - Domestic: | |
| Tesla | 5.70% |
| Healthcare - Diagnostics & Research: | |
| Danaher Corp | 3.93% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.16% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.37% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.13% |
| Soap and Cleaning Products: | |
| Colgate-Palmolive Company | 2.77% |
| Procter & Gamble Company | 2.88% |
| Chemical - Diversified: | |
| Air Products and Chemicals | 2.73% |
| 現金+人壽儲蓄保險 | 10.00% |
| 總倉位 | 113.80% |
| 淨倉位(長-短-現金) | 103.80% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 7.38% |
| 恆指YTD(截至1-9-2020) | -10.66% |
| 標普500YTD(截至1-9-2020) | 9.16% |
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