版主週一晚減持個別板塊比重，暫時止賺TMO，平沽ADBE，醫療板塊有資金流出，重新買入道指ETF。舊經濟佔組合比重微升至23%。近月久唔久出現今晚這樣的板塊輪動，暫時想出的應對方法是組合以新經濟為首、舊經濟為副。新經濟似乎以持有大盤股較好防守，雖則爆發力是較差了點。
| 組合長倉持股(截至27-8-2020) | 比重 |
| 北美指數追蹤基金mpf (截至25-8-2020) | 13.00% |
| 美股 | |
| ETFs - Large Cap: | |
| SPDR S&P 500 ETF Trust | 12.15% |
| Invesco QQQ Trust | 19.65% |
| SPDR Dow Jones Industrial Average ETF Trust | 6.36% |
| Internet Commerce: | |
| Amazon.com, Inc. | 5.74% |
| Computer - Software: | |
| Microsoft Corp | 4.63% |
| Computer Mini: | |
| Apple | 3.96% |
| Semi Fab Foundries: | |
| Taiwan Semiconductor Manufacturing Company Ltd | 4.51% |
| Semi General: | |
| NVIDIA Corp | 4.84% |
| Auto - Domestic: | |
| Tesla | 5.25% |
| Conglomerates - Div Operations: | |
| Danaher Corp | 4.10% |
| Leisure & Recreational Prdcts: | |
| Pool Corp | 4.35% |
| Paint & Related Products: | |
| Sherwin-Williams Company | 3.49% |
| Building - Maint & Service: | |
| Rollins, Inc. | 4.31% |
| Soap and Cleaning Products: | |
| Church & Dwight Company | 2.91% |
| Colgate-Palmolive Company | 2.87% |
| Procter & Gamble Company | 2.98% |
| 現金+人壽儲蓄保險 | 9.95% |
| 總倉位 | 115.10% |
| 淨倉位(長-短-現金) | 105.15% |
| 組合YTD(未計股價已除淨但未到派息日的股息) | 4.8% |
| 恆指YTD(截至27-8-2020) | -10.32% |
| 標普500YTD(截至27-8-2020) | 7.85% |
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