踏入8月，科技股尤其中小型雲端Saas股明顯抖抖，組合暫時止賺ADBE。因不想買入過多舊經濟股，想維持一定數量科技股，換碼至FB。FB最新一季業績超預期，早幾年前曾一度不少人指FB天花板已見，但幸好收購了instagram & whatapps，用戶數量keep到，廣告收益上升，而且抖音被追剿，人們少了時間玩抖音，可能益了FB；FB旗下IG推出了TikTok複製品Reels。
| 組合長倉持股(截至7-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至5-8-2020) | 12.76% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 15.88% |
| Invesco QQQ Trust | 8.86% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.60% |
| Internet - Services: | |
| 4.07% | |
| Computer - Mini: | |
| Apple Inc | 4.33% |
| Computer - Software: | |
| Microsoft Corp | 4.12% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.65% |
| Semi General: | |
| NVIDIA Corp | 4.34% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.17% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.01% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.33% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.32% |
| Machinery - General Industrial: | |
| Roper Technologies | 4.26% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 4.59% |
| Clorox Company | 4.18% |
| Colgate-Palmolive Company | 3.96% |
| Procter & Gamble Company | 3.75% |
| Consumer Prdts - Misc Staple: | |
| Kimberly Clark Corp. | 3.89% |
| 現金+人壽儲蓄保險 | 9.21% |
| 總倉位 | 115.30% |
| 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) | 0.3% |
| 恆指YTD(截至10-8-2020) | -13.53% |
| 標普500YTD(截至7-8-2020) | 3.73% |
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