整體市場估值趨向下跌，基本因素佳的優質股也被殺估值；美國失業率急劇惡化，熊市有機會至年尾或明年初才結束，目前組合無意進取，昨晚買入美國國債iShares 1-3 Year Treasury，計埋息率的回報應略好過定期少少。
| 組合長倉持股(截至03-04-2020) | 比重 |
| 北美指數追蹤基金mpf (截至31-03-2020) | 11.11% |
| 美股 | |
| Specialty Cleaning, Polishing and Sanitation: | |
| Clorox Company | 4.96% |
| Bonds | |
| Treasury Bond: | |
| iShares 1-3 Year Treasury | 24.65% |
| iShares 3-7 Year Treasury | 15.16% |
| iShares 7-10 Year Treasury | 15.19% |
| iShares 10-20 Year Treasury | 10.18% |
| iShares 20 Year Treasury | 10.31% |
| 現金+人壽儲蓄保險 | 30.90% |
| 總倉位 | 122.46% |
| 淨倉位(長-短-現金) | 16.07% |
| 債券 | 75.49% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -15.17% |
| 恆指YTD(截至03-04-2020) | -17.57% |
| 道指YTD | -26.23% |
| 標普500YTD | -22.97% |
| 納斯達克綜合指數YTD | -17.83% |
如果熊市還是會繼續, 我都可能剪多點股持有現金過度寒冬, 好似上算一點
回覆刪除若熊市持續，提升現金至自己覺得心安的水平是有需要的。
刪除