投資理財
本週科技股稍為轉強,接力推升大市,傳統產業股稍轉弱,拜登公怖了2.3兆基建開支及加稅計劃,為大市掃清陰霾,倉位逐漸增加至60%,組合配置了新舊產業。回顧過去一個月,做得最錯的是價位529沽出了艾思摩爾。
Buy SPDR Dow Jones Industrial Average ETF TrustBuy Accenturestock position elevated to 90%
Sell ASML; Buy SPDR S&P 500 ETF Truststock position 89.7%
sell TDY, DIAstock position reduced to 59.8%
Buy VOOstock position 89.2%
Buy SPDR Dow Jones Industrial Average ETF Trust
回覆刪除Buy Accenture
stock position elevated to 90%
Sell ASML; Buy SPDR S&P 500 ETF Trust
刪除stock position 89.7%
sell TDY, DIA
刪除stock position reduced to 59.8%
Buy VOO
刪除stock position 89.2%