版主本週二沽出餘下道指ETF，不過換碼至同是舊經濟的consumer staples，都是之前買過的CHD、CL、PG。它們表現一直優於道指。版主覺得道指跑得較慢，實在有需要換碼至以上三隻耐用品股。買入consumer staples旨在降低組合波幅。CL、PG產品在香港隨處有售。舊經濟股仍舊佔組合約25%。
另外，止賺部份SPY，再買入AAPL，據稱Donald Trump若禁Apple apps store下載微信，內地達95%人民不會再買蘋果，但版主覺得最大情況只會禁止下載海外版微信。台積電不再接任何華為手機定單，華為手機用晒目前晶片庫存，新一批手機性能不免downgrade，真的會不用蘋果？若有心禁埋android play store下載微信，內地網民也不能以Samsung代替蘋果。
| 組合長倉持股(截至18-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至14-8-2020) | 13.14% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.19% |
| Invesco QQQ Trust | 19.43% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.75% |
| Computer Mini: | |
| Apple | 3.65% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.63% |
| Semi General: | |
| NVIDIA Corp | 4.74% |
| Auto - Domestic: | |
| Tesla | 5.19% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.20% |
| Medical Instruments: | |
| Thermo Fisher Scientific | 4.05% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.34% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.55% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.33% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.96% |
| Colgate-Palmolive Company | 2.86% |
| Procter & Gamble Company | 3.01% |
| Chemical - Diversified: | |
| Air Products & Chemicals | 3.80% |
| Stepan Company | 3.94% |
| 現金+人壽儲蓄保險 | 9.53% |
| 總倉位 | 115.28% |
| 淨倉位(長-短-現金) | 105.76% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 1.15% |
| 恆指YTD(截至19-8-2020) | -10.68% |
| 標普500YTD(截至18-8-2020) | 4.92% |
版主係咪覺得手續費好平？
回覆刪除我買賣係比較多,我覺得坐定定會失去了警覺性,練習吓短炒技術可保持對大市觸覺。
刪除我是用銀行做交易,所以手續費一點也不平。