版主本週五止賺ROP。ROP收購Saas軟件解決公司Vertafore。考慮近日科技股在指數上升時，普遍未能創新高，沽出換入APD。APD是一家工業氣體生產商，銷售大氣氣體，包括氧氣、氮氣、氬氣、氫氣、氦氣等，應用於眾多不同行業，如電子、化工、金屬、醫療、食品加工、石油天然氣等，版主認為APD可受惠於重啟經濟的舊經濟股，防守性稍高。
| 組合長倉持股(截至14-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至12-8-2020) | 13.30% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 16.14% |
| SPDR Dow Jones Industrial Average ETF Trust | 29.30% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.59% |
| Computer - Mini: | |
| Apple Inc | 4.49% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.59% |
| Semi General: | |
| NVIDIA Corp | 4.52% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.18% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.04% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.25% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.55% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.37% |
| Chemical - Diversified: | |
| Air Products & Chemicals | 3.86% |
| Stepan Company | 3.93% |
| 現金+人壽儲蓄保險 | 9.33% |
| 總倉位 | 115.40% |
| 淨倉位(長-短-現金) | 106.10% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 0.01% |
| 恆指YTD(截至14-8-2020) | -10.66% |
| 標普500YTD(截至14-8-2020) | 4.39% |
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