市況短評
組合繼續增持那些支持新冠肺炎相關儀器、抗體試劑等的醫療股，今日重新買入Thermo Fisher Scientific。另外重新買入Sherwin-Williams Company，剛睇過一篇友blog的文章，原來美國購買新屋申請房貸件與去年同期相較增長18%，5-6月一直上升，已回到疫情前的水平。另外將道指ETF轉回QQQ，科技股轉強了。今日港股也有相同現象。
| 組合長倉持股(截至20-07-2020) | 比重 |
| 北美指數追蹤基金mpf (截至16-07-2020) | 13.21% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 26.80% |
| Invesco QQQ Trust | 8.57% |
| Computer - Mini: | |
| Apple Inc | 3.99% |
| Computer - Software: | |
| Microsoft Corp | 4.82% |
| Adobe Systems Inc | 4.57% |
| Semi-Eqpt Wafer Fabrication: | |
| ASML Holding NV | 4.33% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.10% |
| Semi General: | |
| NVIDIA Corp | 4.24% |
| Medical Products: | |
| Bio-Rad Laboratories | 4.41% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.16% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.15% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.11% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.99% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.35% |
| Clorox Company | 4.27% |
| Chemical - Specialty: | |
| Ecolab Inc | 4.31% |
| 現金+人壽儲蓄保險 | 8.71% |
| 總倉位 | 117.13% |
| 淨倉位(長-短-現金) | 108.41% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -4.13% |
| 恆指YTD(截至21-07-2020) | -9.06% |
| 標普500YTD(截至20-07-2020pm) | 0.65% |
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