突然又已一年，回報連道指也追不上，做定期又錯誤做了現有資金2.1%定存，早前才發現要做些步驟，現有資金才搖身一變成為新資金的定存5%，真符碌。只有mpf錄得26.2%按年升幅，拉勻總體先有9%回報。
納指及標普500指數，8月-10月型態似做Low tight flag，11月底買入納指一百，早幾日加了一點。最近半個月Nasdaq & S&P500至少有2天Distribution days，統計上暫不算密集。
2024年定下的目標宜稍低，可以按Minervini建議分幾個里程碑，第一個里程碑，當然是組合回報可以趕上道指先。
閱讀方面，最近買了本Best Loser wins: why normal thinking never wins the trading game，見有Jack D. Schwager推薦先買。
Best Loser wins，這是孫子的善敗者勝。師兄可以留意有些broker吸新客會出9.7厘的貨幣基金，但限了投資額。現金定存可以分開不同期限去做，每隔一段時間有一筆回籠，增加靈活性。
回覆刪除9.7厘咁高! 謝謝分享。
刪除最近都有開始分開不同期限去做定期,有d做了較短3個月
sell 8.4% QQQ @399.6825 & gain 2.8% profit
回覆刪除still have position QQQ constituting 1% of portfolio
4.4% p.a term deposit 0.5year
刪除Buy S&P 500 @ 483.29 constitute 1.5% of total asset
刪除Buy Intercontinental Exchange @128.81 constitute 1.85% of total asset
刪除sell ICE @ 128.77
刪除Buy Nasdaq Composite ETF @61.601 constitute 1.85% of total asset
刪除take profit SPY @ 493.4813 ;gain 2.11%
刪除sell ONEQ $61.64
刪除Buy iShares Russell 1000 ETF constitute 3.18% of total asset
刪除sell QQQ @431.005 Gain 4.77%
刪除Buy SPDR Portfolio S&P 1500 Composite Stock Market ETF
刪除@ 61.87 constitute 0.9% of total asset
Buy iShares Russell 3000 ETF @290.42 constitute 1.05% of total asset
刪除Buy iShares ESG Advanced MSCI USA ETF @44.46
刪除3.53% of total assets
sell USXF & lose 0.9%
刪除nail profit 1.58% on Russell 1000
BUY Russell 1000 @263.62 constitute 6.6% portfolio
刪除sell and nail down profit Russell 3000 & S&P 1500 Composite 1.31% & 1.83% respectively
刪除Buy Fidelity Low Volatility Factor ETF @55.67
刪除constitute 3.06% of total asset
sell Fidelity Low Volatility Factor ETF & nail down profit 0.69%
刪除Buy Flexshares US Quality Low Volatility Index Fund @60.6
刪除constitute 3.08% of total asset
sell Flexshares US Quality Low Volatility Index Fund @60.285
刪除lose 0.52%
Buy Xtrackers MSCI USA ESG Leaders Equity ETF