組合週四晚減持SPY，買入Amazon，之前在2980止賺，但近日跌不下去，怕一升無回頭，所以以逆向止蝕的方式重新買入。近日電商板塊走勢轉好，個性化電商SHOP出了佳績，雖則業務上同Amazon有本質上的分別，對象不同，但估計疫情咁嚴峻下，網購的角色愈來愈吃重。
8月傳統是美股12個月中表現最差，但今年市況是近數十年以言相當特殊的年份，傳統指標未必一定準。仍然覺得今年是2009年翻版。
| 組合長倉持股(截至30-07-2020) | 比重 |
| 北美指數追蹤基金mpf (截至28-07-2020) | 12.77% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 20.29% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.54% |
| Computer - Mini: | |
| Apple Inc | 3.84% |
| Computer - Software: | |
| Microsoft Corp | 4.63% |
| Adobe Systems Inc | 4.38% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.79% |
| Semi General: | |
| NVIDIA Corp | 4.24% |
| Medical Products: | |
| Bio-Rad Laboratories | 4.37% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.22% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.10% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.29% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.22% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.32% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.50% |
| Clorox Company | 4.20% |
| Colgate-Palmolive Company | 4.12% |
| Procter & Gamble Company | 3.82% |
| Consumer Prdts - Misc Staple: | |
| Kimberly Clark Corp. | 3.86% |
| 現金+人壽儲蓄保險 | 9.29% |
| 總倉位 | 115.77% |
| 淨倉位(長-短-現金) | 106.48% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | -2.85% |
| 恆指YTD(截至31-07-2020) | -12.75% |
| 標普500YTD(截至30-07-2020) | 0.48% |
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